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Wedmont Private Capital’s iShares Russell 2000 Value ETF IWN Stock Holding History

Wedmont Private Capital’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 		– Sell
-1,230
Closed -$244K – 970
2026
Q1 		$244K Sell
1,230
-4
-0.3% -$774 0.01% 737
2025
Q4 		$231K Buy
1,234
+15
+1% +$2.69K 0.01% 732
2025
Q3 		$217K Buy
+1,219
New +$206K 0.01% 732
2025
Q1 		– Sell
-1,253
Closed -$200K – 733
2024
Q4 		$200K Sell
1,253
-46
-4% -$7.85K 0.01% 672
2024
Q3 		$213K Buy
+1,299
New +$211K 0.01% 618

Other funds holding IWN

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
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
B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return
BPWM
Badgley Phelps Wealth Managers Seattle, Washington $5.71B AUM 30.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Wedmont Private Capital's IWN Position: Q2 2026 in Review

Wedmont Private Capital sold out of iShares Russell 2000 Value ETF (IWN) in Q2 2026, closing a stake of 1,230 shares — an estimated $244K sold.

Wedmont Private Capital first reported a position in IWN in Q3 2024 and held it in 5 quarters. The position peaked at $244K in Q1 2026. 697 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

  • Wedmont Private Capital reported no remaining iShares Russell 2000 Value ETF position as of Q2 2026 after selling out during the quarter.
  • Wedmont Private Capital sold 1,230 iShares Russell 2000 Value ETF shares in Q2 2026, an estimated $244K.
  • Wedmont Private Capital first reported a position in iShares Russell 2000 Value ETF in Q3 2024 and held it in 5 quarters.
  • Wedmont Private Capital's iShares Russell 2000 Value ETF position peaked at $244K in Q1 2026.
  • 697 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

Based on Wedmont Private Capital's 13F filing for Q2 2026, filed 13 Jul 2026.