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Wedbush Securities’s iShares Russell 2000 Value ETF IWN Stock Holding History

Wedbush Securities’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 		$382K Sell
1,726
-221
-11% -$46.3K 0.01% 829
2026
Q1 		$369K Buy
1,947
+52
+3% +$10.1K 0.01% 798
2025
Q4 		$343K Buy
1,895
+388
+26% +$69.7K 0.01% 827
2025
Q3 		$267K Buy
1,507
+60
+4% +$10.1K 0.01% 920
2025
Q2 		$228K Buy
1,447
+3
+0.2% +$447 0.01% 983
2025
Q1 		$218K Sell
1,444
-210
-13% -$33.9K 0.01% 971
2024
Q4 		$272K Buy
1,654
+216
+15% +$36.9K 0.01% 868
2024
Q3 		$240K Buy
+1,438
New +$234K 0.01% 912
2024
Q2 		– Sell
-1,340
Closed -$213K – 1242
2024
Q1 		$213K Buy
+1,340
New +$203K 0.01% 1063
2022
Q2 		– Sell
-1,424
Closed -$230K – 1128
2022
Q1 		$230K Buy
1,424
+93
+7% +$14.8K 0.01% 923
2021
Q4 		$221K Buy
1,331
+3
+0.2% +$500 0.01% 1017
2021
Q3 		$213K Buy
1,328
+3
+0.2% +$482 0.01% 1031
2021
Q2 		$220K Buy
1,325
+1
+0.1% +$165 0.01% 1023
2021
Q1 		$211K Buy
+1,324
New +$200K 0.01% 958

Other funds holding IWN

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
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 29.18% 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

Wedbush Securities's IWN Position: Q2 2026 in Review

Wedbush Securities reduced its iShares Russell 2000 Value ETF (IWN) stake by 11% in Q2 2026, selling an estimated $46.3K and leaving 1,726 shares worth $382K. The position accounts for 0.01% of the portfolio, ranked #829.

Wedbush Securities first reported a position in IWN in Q1 2021 and has held it in 14 quarters since. 1,078 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

  • Wedbush Securities held 1,726 shares of iShares Russell 2000 Value ETF worth $382K as of Q2 2026.
  • Wedbush Securities sold 221 iShares Russell 2000 Value ETF shares in Q2 2026, an estimated $46.3K.
  • iShares Russell 2000 Value ETF made up 0.01% of Wedbush Securities's portfolio in Q2 2026, its #829 holding.
  • Wedbush Securities first reported a position in iShares Russell 2000 Value ETF in Q1 2021 and has held it in 14 quarters since.
  • 1,078 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

Based on Wedbush Securities's 13F filing for Q2 2026, filed 28 Jul 2026.