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Vision Retirement’s iShares Russell 2000 Value ETF IWN Stock Holding History

Vision Retirement’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 		$13.7K Hold
62
– – ﹤0.01% 396
2026
Q1 		$11.8K Hold
62
– – ﹤0.01% 392
2025
Q4 		$11.2K Buy
+62
New +$11.1K ﹤0.01% 394

Other funds holding IWN

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 29.2% 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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Vision Retirement's IWN Position: Q2 2026 in Review

Vision Retirement held its iShares Russell 2000 Value ETF (IWN) position steady in Q2 2026 at 62 shares worth $13.7K. The position accounts for ﹤0.01% of the portfolio, ranked #396.

Vision Retirement first reported a position in IWN in Q4 2025 and has held it in 3 quarters since. 1,031 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

  • Vision Retirement held 62 shares of iShares Russell 2000 Value ETF worth $13.7K as of Q2 2026.
  • Vision Retirement left its iShares Russell 2000 Value ETF share count unchanged in Q2 2026.
  • iShares Russell 2000 Value ETF made up ﹤0.01% of Vision Retirement's portfolio in Q2 2026, its #396 holding.
  • Vision Retirement first reported a position in iShares Russell 2000 Value ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,031 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

Based on Vision Retirement's 13F filing for Q2 2026, filed 21 Jul 2026.