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Wealth Enhancement Trust Services’s iShares Russell 2000 Value ETF IWN Stock Holding History

Wealth Enhancement Trust Services’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 		$259K Buy
1,173
+206
+21% +$43.1K 0.03% 264
2026
Q1 		$183K Sell
967
-21
-2% -$4.07K 0.02% 291
2025
Q4 		$179K Buy
+988
New +$177K 0.02% 269

Other funds holding IWN

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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return

Wealth Enhancement Trust Services's IWN Position: Q2 2026 in Review

Wealth Enhancement Trust Services increased its iShares Russell 2000 Value ETF (IWN) stake by 21% in Q2 2026, buying an estimated $43.1K and bringing the position to 1,173 shares worth $259K. The position accounts for 0.03% of the portfolio, ranked #264.

Wealth Enhancement Trust Services first reported a position in IWN in Q4 2025 and has held it in 3 quarters since. 862 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

  • Wealth Enhancement Trust Services held 1,173 shares of iShares Russell 2000 Value ETF worth $259K as of Q2 2026.
  • Wealth Enhancement Trust Services bought 206 iShares Russell 2000 Value ETF shares in Q2 2026, an estimated $43.1K.
  • iShares Russell 2000 Value ETF made up 0.03% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #264 holding.
  • Wealth Enhancement Trust Services first reported a position in iShares Russell 2000 Value ETF in Q4 2025 and has held it in 3 quarters since.
  • 862 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

Based on Wealth Enhancement Trust Services's 13F filing for Q2 2026, filed 15 Jul 2026.