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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
Q3 		$1.03M Buy
+4,880
New +$1.08M 0.02% 383
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

SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return
WF
WoodTrust Financial Wisconsin Rapids, Wisconsin $825M AUM 20.13% 1-Year Est. Return
LFWA
LBJ Family Wealth Advisors Austin, Texas $196M AUM 12.84% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return
LA
LWM Advisors El Dorado Hills, California $132M AUM 13.37% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
FCM
Fell Capital Management Newport Beach, California $116M AUM 17.16% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AB
Atlas Brown Louisville, Kentucky $379M AUM 27.6% 1-Year Est. Return

Wedmont Private Capital's IWN Position: Q3 2026 in Review

Wedmont Private Capital opened a new position in iShares Russell 2000 Value ETF (IWN) in Q3 2026: 4,880 shares worth $1.03M. The stake represents 0.02% of the portfolio and ranks #383 among its holdings. This is a return to the name: Wedmont Private Capital previously reported a position in IWN as recently as Q1 2026.

Wedmont Private Capital first reported a position in IWN in Q3 2024 and has held it in 6 quarters since. 57 funds tracked by Wall St. Rank hold IWN as of Q3 2026.

  • Wedmont Private Capital held 4,880 shares of iShares Russell 2000 Value ETF worth $1.03M as of Q3 2026.
  • iShares Russell 2000 Value ETF was a new Wedmont Private Capital position in Q3 2026.
  • iShares Russell 2000 Value ETF made up 0.02% of Wedmont Private Capital's portfolio in Q3 2026, its #383 holding.
  • Wedmont Private Capital first reported a position in iShares Russell 2000 Value ETF in Q3 2024 and has held it in 6 quarters since.
  • 57 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q3 2026.

Based on Wedmont Private Capital's 13F filing for Q3 2026, filed 9 Oct 2026.