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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
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 $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $13.1B AUM
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Wedbush Securities's IWN Position: Q1 2026 in Review

Wedbush Securities increased its iShares Russell 2000 Value ETF (IWN) stake by 2.7% in Q1 2026, buying an estimated $10.1K and bringing the position to 1,947 shares worth $369K. The position accounts for 0.01% of the portfolio, ranked #798.

Wedbush Securities first reported a position in IWN in Q1 2021 and has held it in 13 quarters since. 1,028 funds tracked by Wall St. Rank hold IWN as of Q1 2026.

  • Wedbush Securities held 1,947 shares of iShares Russell 2000 Value ETF worth $369K as of Q1 2026.
  • Wedbush Securities bought 52 iShares Russell 2000 Value ETF shares in Q1 2026, an estimated $10.1K.
  • iShares Russell 2000 Value ETF made up 0.01% of Wedbush Securities's portfolio in Q1 2026, its #798 holding.
  • Wedbush Securities first reported a position in iShares Russell 2000 Value ETF in Q1 2021 and has held it in 13 quarters since.
  • 1,028 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q1 2026.

Based on Wedbush Securities's 13F filing for Q1 2026, filed 21 Apr 2026.