Western Wealth Management’s iShares Russell 2000 Value ETF IWN Stock Holding History

Western Wealth Management’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	$728K	Sell	3,842 -33	-0.9%	-$6.39K	0.03%	539
2025 Q4	$702K	Buy	3,875 +321	+9%	+$57.7K	0.03%	434
2025 Q3	$628K	Buy	3,554 +104	+3%	+$17.6K	0.03%	400
2025 Q2	$544K	Buy	3,450 +11	+0.3%	+$1.64K	0.03%	392
2025 Q1	$519K	Sell	3,439 -364	-10%	-$58.8K	0.03%	381
2024 Q4	$624K	Sell	3,803 -74	-2%	-$12.6K	0.04%	323
2024 Q3	$647K	Buy	3,877 +498	+15%	+$80.9K	0.04%	393
2024 Q2	$515K	Buy	3,379 +398	+13%	+$60.9K	0.04%	363
2024 Q1	$473K	Sell	2,981 -122	-4%	-$18.5K	0.04%	381
2023 Q4	$482K	Buy	3,103 +1,553	+100%	+$215K	0.03%	424
2023 Q3	$210K	Buy	+1,550	New	+$222K	0.02%	601
2022 Q4	–	Sell	-1,885	Closed	-$242K	–	702
2022 Q3	$242K	Buy	1,885 +86	+5%	+$12.4K	0.01%	700
2022 Q2	$244K	Buy	1,799 +108	+6%	+$16.1K	0.01%	676
2022 Q1	$273K	Buy	+1,691	New	+$270K	0.01%	701
2021 Q2	$235K	Hold	1,413	–	–	0.02%	557
2021 Q1	$225K	Buy	+1,413	New	+$214K	0.03%	473
2020 Q1	–	Sell	-1,949	Closed	-$251K	–	395
2019 Q4	$251K	Buy	+1,949	New	+$241K	0.04%	346

Other funds holding IWN

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Western Wealth Management's IWN Position: Q1 2026 in Review

Western Wealth Management reduced its iShares Russell 2000 Value ETF (IWN) stake by 0.85% in Q1 2026, selling an estimated $6.39K and leaving 3,842 shares worth $728K. The position accounts for 0.03% of the portfolio, ranked #539.

Western Wealth Management first reported a position in IWN in Q4 2019 and has held it in 17 quarters since. 1,028 funds tracked by Wall St. Rank hold IWN as of Q1 2026.

Western Wealth Management held 3,842 shares of iShares Russell 2000 Value ETF worth $728K as of Q1 2026.
Western Wealth Management sold 33 iShares Russell 2000 Value ETF shares in Q1 2026, an estimated $6.39K.
iShares Russell 2000 Value ETF made up 0.03% of Western Wealth Management's portfolio in Q1 2026, its #539 holding.
Western Wealth Management first reported a position in iShares Russell 2000 Value ETF in Q4 2019 and has held it in 17 quarters since.
1,028 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q1 2026.

Based on Western Wealth Management's 13F filing for Q1 2026, filed 19 May 2026.