Walsh & Associates’s iShares Russell 2000 Value ETF IWN Stock Holding History

Walsh & Associates’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	$176K	Sell	794 -100	-11%	-$20.9K	0.14%	63
2026 Q1	$169K	Hold	894	–	–	0.17%	55
2025 Q4	$162K	Buy	+894	New	+$161K	0.16%	56

Other funds holding IWN

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Walsh & Associates's IWN Position: Q2 2026 in Review

Walsh & Associates reduced its iShares Russell 2000 Value ETF (IWN) stake by 11% in Q2 2026, selling an estimated $20.9K and leaving 794 shares worth $176K. The position accounts for 0.14% of the portfolio, ranked #63.

Walsh & Associates first reported a position in IWN in Q4 2025 and has held it in 3 quarters since. 1,073 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

Walsh & Associates held 794 shares of iShares Russell 2000 Value ETF worth $176K as of Q2 2026.
Walsh & Associates sold 100 iShares Russell 2000 Value ETF shares in Q2 2026, an estimated $20.9K.
iShares Russell 2000 Value ETF made up 0.14% of Walsh & Associates's portfolio in Q2 2026, its #63 holding.
Walsh & Associates first reported a position in iShares Russell 2000 Value ETF in Q4 2025 and has held it in 3 quarters since.
1,073 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

Based on Walsh & Associates's 13F filing for Q2 2026, filed 21 Jul 2026.