Wealth Architects’s iShares Russell 2000 Value ETF IWN Stock Holding History

Wealth Architects’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	$3.29M	Hold	14,890	–	–	0.26%	58
2026 Q1	$2.82M	Hold	14,890	–	–	0.25%	58
2025 Q4	$2.7M	Sell	14,890 -165	-1%	-$29.6K	0.24%	58
2025 Q3	$2.66M	Hold	15,055	–	–	0.25%	56
2025 Q2	$2.38M	Hold	15,055	–	–	0.24%	55
2025 Q1	$2.27M	Hold	15,055	–	–	0.25%	59
2024 Q4	$2.47M	Sell	15,055 -184	-1%	-$31.4K	0.28%	51
2024 Q3	$2.54M	Hold	15,239	–	–	0.29%	49
2024 Q2	$2.32M	Hold	15,239	–	–	0.28%	50
2024 Q1	$2.42M	Buy	15,239 +62	+0.4%	+$9.39K	0.32%	46
2023 Q4	$2.36M	Sell	15,177 -190	-1%	-$26.3K	0.33%	45
2023 Q3	$2.08M	Buy	15,367 +90	+0.6%	+$12.9K	0.35%	43
2023 Q2	$2.15M	Hold	15,277	–	–	0.36%	42
2023 Q1	$2.09M	Hold	15,277	–	–	0.37%	42
2022 Q4	$2.12M	Sell	15,277 -140	-0.9%	-$19.8K	0.4%	39
2022 Q3	$1.99M	Hold	15,417	–	–	0.42%	36
2022 Q2	$2.1M	Hold	15,417	–	–	0.41%	35
2022 Q1	$2.49M	Hold	15,417	–	–	0.42%	35
2021 Q4	$2.56M	Hold	15,417	–	–	0.45%	33
2021 Q3	$2.47M	Hold	15,417	–	–	0.48%	30
2021 Q2	$2.56M	Hold	15,417	–	–	0.5%	28
2021 Q1	$2.46M	Hold	15,417	–	–	0.53%	28
2020 Q4	$2.03M	Hold	15,417	–	–	0.47%	28
2020 Q3	$1.53M	Hold	15,417	–	–	0.42%	32
2020 Q2	$1.5M	Hold	15,417	–	–	0.42%	31
2020 Q1	$1.26M	Buy	+15,417	New	+$1.73M	0.44%	30
2015 Q1	–	Sell	-2,108	Closed	-$214K	–	102
2014 Q4	$214K	Buy	+2,108	New	+$207K	0.13%	93

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

Wealth Architects's IWN Position: Q2 2026 in Review

Wealth Architects held its iShares Russell 2000 Value ETF (IWN) position steady in Q2 2026 at 14,890 shares worth $3.29M. The position accounts for 0.26% of the portfolio, ranked #58.

Wealth Architects first reported a position in IWN in Q4 2014 and has held it in 27 quarters since. 1,074 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

Wealth Architects held 14,890 shares of iShares Russell 2000 Value ETF worth $3.29M as of Q2 2026.
Wealth Architects left its iShares Russell 2000 Value ETF share count unchanged in Q2 2026.
iShares Russell 2000 Value ETF made up 0.26% of Wealth Architects's portfolio in Q2 2026, its #58 holding.
Wealth Architects first reported a position in iShares Russell 2000 Value ETF in Q4 2014 and has held it in 27 quarters since.
1,074 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

Based on Wealth Architects's 13F filing for Q2 2026, filed 23 Jul 2026.