Wall Capital Group’s iShares Russell 2000 Value ETF IWN Stock Holding History

Wall Capital Group’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 Q3	$8.03M	Buy	+38,321	New	+$8.48M	6.62%	5

Other funds holding IWN

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

SGAM

Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

WoodTrust Financial Wisconsin Rapids, Wisconsin $825M AUM 20.13% 1-Year Est. Return

LFWA

LBJ Family Wealth Advisors Austin, Texas $196M AUM 12.84% 1-Year Est. Return

HIA

Harbor Investment Advisory Lutherville, Maryland $1.47B AUM 24.2% 1-Year Est. Return

RFA

RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return

SMH

Sanders Morris Harris Houston, Texas $755M AUM 11.28% 1-Year Est. Return

LWM Advisors El Dorado Hills, California $132M AUM 13.37% 1-Year Est. Return

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

Wall Capital Group's IWN Position: Q3 2026 in Review

Wall Capital Group opened a new position in iShares Russell 2000 Value ETF (IWN) in Q3 2026: 38,321 shares worth $8.03M. The stake represents 6.62% of the portfolio and ranks #5 among its holdings.

137 funds tracked by Wall St. Rank hold IWN as of Q3 2026.

Wall Capital Group held 38,321 shares of iShares Russell 2000 Value ETF worth $8.03M as of Q3 2026.
iShares Russell 2000 Value ETF was a new Wall Capital Group position in Q3 2026.
iShares Russell 2000 Value ETF made up 6.62% of Wall Capital Group's portfolio in Q3 2026, its #5 holding.
137 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q3 2026.

Based on Wall Capital Group's 13F filing for Q3 2026, filed 14 Oct 2026.