Wedbush Securities
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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
Q3 		$350K Sell
1,670
-56
-3% -$12.4K 0.01% 883
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

D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Cassaday & Co Wealth Management
Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
Badgley Phelps Wealth Managers
Badgley Phelps Wealth Managers Seattle, Washington $5.8B AUM 25.34% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Choreo LLC
Choreo LLC Rockford, Illinois $9.7B AUM 18.43% 1-Year Est. Return
Stephens Group Asset Management
Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return

Wedbush Securities's IWN Position: Q3 2026 in Review

Wedbush Securities reduced its iShares Russell 2000 Value ETF (IWN) stake by 3.2% in Q3 2026, selling an estimated $12.4K and leaving 1,670 shares worth $350K. The position accounts for 0.01% of the portfolio, ranked #883.

Wedbush Securities first reported a position in IWN in Q1 2021 and has held it in 15 quarters since. The position peaked at $382K in Q2 2026. 649 funds tracked by Wall St. Rank hold IWN as of Q3 2026.

  • Wedbush Securities held 1,670 shares of iShares Russell 2000 Value ETF worth $350K as of Q3 2026.
  • Wedbush Securities sold 56 iShares Russell 2000 Value ETF shares in Q3 2026, an estimated $12.4K.
  • iShares Russell 2000 Value ETF made up 0.01% of Wedbush Securities's portfolio in Q3 2026, its #883 holding.
  • Wedbush Securities first reported a position in iShares Russell 2000 Value ETF in Q1 2021 and has held it in 15 quarters since.
  • Wedbush Securities's iShares Russell 2000 Value ETF position peaked at $382K in Q2 2026.
  • 649 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q3 2026.

Based on Wedbush Securities's 13F filing for Q3 2026, filed 22 Oct 2026.