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Viewpoint Capital Management’s iShares Russell 2000 Value ETF IWN Stock Holding History

Viewpoint Capital Management’s Portfolio IWN Stock Details IWN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$9.55M Sell
43,186
-5,063
-10% -$1.06M 4.87% 4
2026
Q1 		$9.15M Buy
48,249
+683
+1% +$132K 4.27% 4
2025
Q4 		$8.62M Buy
47,566
+1,172
+3% +$211K 3.73% 5
2025
Q3 		$8.2M Buy
46,394
+1,032
+2% +$174K 3.61% 6
2025
Q2 		$7.16M Sell
45,362
-205
-0.4% -$30.5K 3.51% 5
2025
Q1 		$6.88M Buy
45,567
+2,783
+7% +$450K 3.7% 5
2024
Q4 		$7.02M Buy
42,784
+3,177
+8% +$542K 3.69% 6
2024
Q3 		$6.59M Buy
39,607
+4,353
+12% +$707K 3.68% 5
2024
Q2 		$5.37M Buy
35,254
+1,231
+4% +$188K 3.29% 6
2024
Q1 		$5.4M Buy
34,023
+835
+3% +$126K 3.43% 8
2023
Q4 		$5.16M Buy
33,188
+1,367
+4% +$189K 3.6% 4
2023
Q3 		$4.31M Buy
31,821
+357
+1% +$51.2K 3.45% 5
2023
Q2 		$4.43M Buy
31,464
+4,470
+17% +$604K 3.43% 6
2023
Q1 		$3.7M Buy
26,994
+2,995
+12% +$434K 3.32% 5
2022
Q4 		$3.33M Buy
23,999
+4,875
+25% +$688K 3.22% 4
2022
Q3 		$2.98M Sell
19,124
-5,475
-22% -$791K 2.95% 6
2022
Q2 		$3.35M Buy
24,599
+8,279
+51% +$1.23M 3.14% 6
2022
Q1 		$2.63M Buy
16,320
+2,055
+14% +$328K 2.03% 15
2021
Q4 		$2.37M Buy
+14,265
New +$2.38M 1.72% 17

Other funds holding IWN

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $15B AUM
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Viewpoint Capital Management's IWN Position: Q2 2026 in Review

Viewpoint Capital Management reduced its iShares Russell 2000 Value ETF (IWN) stake by 10% in Q2 2026, selling an estimated $1.06M and leaving 43,186 shares worth $9.55M. The position accounts for 4.87% of the portfolio, ranked #4.

Viewpoint Capital Management first reported a position in IWN in Q4 2021 and has held it in 19 quarters since. 1,078 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

  • Viewpoint Capital Management held 43,186 shares of iShares Russell 2000 Value ETF worth $9.55M as of Q2 2026.
  • Viewpoint Capital Management sold 5,063 iShares Russell 2000 Value ETF shares in Q2 2026, an estimated $1.06M.
  • iShares Russell 2000 Value ETF made up 4.87% of Viewpoint Capital Management's portfolio in Q2 2026, its #4 holding.
  • Viewpoint Capital Management first reported a position in iShares Russell 2000 Value ETF in Q4 2021 and has held it in 19 quarters since.
  • 1,078 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

Based on Viewpoint Capital Management's 13F filing for Q2 2026, filed 4 Aug 2026.