WIM
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Westside Investment Management’s iShares Russell 2000 Value ETF IWN Stock Holding History

Westside Investment 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
Q2 		$213K Hold
965
– – 0.03% 295
2026
Q1 		$183K Buy
965
+25
+3% +$4.84K 0.03% 309
2025
Q4 		$170K Hold
940
– – 0.03% 304
2025
Q3 		$166K Hold
940
– – 0.03% 313
2025
Q2 		$148K Buy
940
+35
+4% +$5.21K 0.03% 287
2025
Q1 		$137K Buy
905
+66
+8% +$10.7K 0.03% 275
2024
Q4 		$138K Hold
839
– – 0.03% 270
2024
Q3 		$140K Buy
839
+34
+4% +$5.52K 0.03% 277
2024
Q2 		$123K Buy
805
+245
+44% +$37.5K 0.03% 282
2024
Q1 		$88.9K Buy
560
+25
+5% +$3.79K 0.02% 312
2023
Q4 		$83.1K Hold
535
– – 0.02% 302
2023
Q3 		$72.5K Hold
535
– – 0.02% 301
2023
Q2 		$75.3K Buy
535
+120
+29% +$16.2K 0.02% 302
2023
Q1 		$56.9K Buy
415
+180
+77% +$26.1K 0.02% 345
2022
Q4 		$32 Buy
235
+200
+571% +$28.2K ﹤0.01% 464
2022
Q3 		$4 Buy
+35
New +$5.06K ﹤0.01% 704
2019
Q2 		$73 Buy
+607
New +$73.3K ﹤0.01% 279
2018
Q4 		$65.3K Sell
607
-2,319
-79% -$279K 0.02% 261
2018
Q3 		$440K Buy
2,926
+2,319
+382% +$312K 0.14% 95
2018
Q2 		$80.6K Hold
607
– – 0.03% 249
2018
Q1 		$72.5K Hold
607
– – 0.04% 248
2017
Q4 		$77.5K Hold
607
– – 0.04% 242
2017
Q3 		$75.8K Hold
607
– – 0.05% 232
2017
Q2 		$71.4K Hold
607
– – 0.05% 231
2017
Q1 		$70.1K Sell
607
-1,989
-77% -$236K 0.03% 230
2016
Q4 		$311K Buy
+2,596
New +$287K 0.21% 72

Other funds holding IWN

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $15B AUM
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
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

Westside Investment Management's IWN Position: Q2 2026 in Review

Westside Investment Management held its iShares Russell 2000 Value ETF (IWN) position steady in Q2 2026 at 965 shares worth $213K. The position accounts for 0.03% of the portfolio, ranked #295.

Westside Investment Management first reported a position in IWN in Q4 2016 and has held it in 26 quarters since. The position peaked at $440K in Q3 2018. 1,074 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

  • Westside Investment Management held 965 shares of iShares Russell 2000 Value ETF worth $213K as of Q2 2026.
  • Westside Investment Management left its iShares Russell 2000 Value ETF share count unchanged in Q2 2026.
  • iShares Russell 2000 Value ETF made up 0.03% of Westside Investment Management's portfolio in Q2 2026, its #295 holding.
  • Westside Investment Management first reported a position in iShares Russell 2000 Value ETF in Q4 2016 and has held it in 26 quarters since.
  • Westside Investment Management's iShares Russell 2000 Value ETF position peaked at $440K in Q3 2018.
  • 1,074 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

Based on Westside Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.