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Wolff Wiese Magana’s iShares Russell 2000 Value ETF IWN Stock Holding History

Wolff Wiese Magana’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 		$15.9K Hold
72
– – 0.01% 411
2026
Q1 		$13.7K Hold
72
– – 0.01% 411
2025
Q4 		$13K Sell
72
-12
-14% -$2.16K 0.01% 387
2025
Q3 		$14.9K Hold
84
– – 0.01% 369
2025
Q2 		$13.3K Hold
84
– – 0.01% 353
2025
Q1 		$12.7K Hold
84
– – 0.01% 366
2024
Q4 		$13.8K Hold
84
– – 0.01% 359
2024
Q3 		$14K Buy
84
+11
+15% +$1.79K 0.01% 376
2024
Q2 		$11.1K Buy
73
+50
+217% +$7.65K 0.01% 306
2024
Q1 		$3.65K Hold
23
– – ﹤0.01% 433
2023
Q4 		$3.57K Buy
+23
New +$3.19K ﹤0.01% 414
2022
Q1 		– Sell
-393
Closed -$66K – 829
2021
Q4 		$66K Sell
393
-2,070
-84% -$345K 0.04% 243
2021
Q3 		$394K Buy
2,463
+194
+9% +$31.2K 0.28% 88
2021
Q2 		$376K Hold
2,269
– – 0.27% 86
2021
Q1 		$362K Buy
2,269
+1,368
+152% +$207K 0.28% 74
2020
Q4 		$119K Buy
+901
New +$106K 0.1% 161

Other funds holding IWN

DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
HWA
Hillcrest Wealth Advisors Hazlet, New Jersey $279M AUM 21.72% 1-Year Est. Return
SCG
Sonata Capital Group Seattle, Washington $310M AUM 18.96% 1-Year Est. Return

Wolff Wiese Magana's IWN Position: Q2 2026 in Review

Wolff Wiese Magana held its iShares Russell 2000 Value ETF (IWN) position steady in Q2 2026 at 72 shares worth $15.9K. The position accounts for 0.01% of the portfolio, ranked #411.

Wolff Wiese Magana first reported a position in IWN in Q4 2020 and has held it in 16 quarters since. The position peaked at $394K in Q3 2021. 334 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

  • Wolff Wiese Magana held 72 shares of iShares Russell 2000 Value ETF worth $15.9K as of Q2 2026.
  • Wolff Wiese Magana left its iShares Russell 2000 Value ETF share count unchanged in Q2 2026.
  • iShares Russell 2000 Value ETF made up 0.01% of Wolff Wiese Magana's portfolio in Q2 2026, its #411 holding.
  • Wolff Wiese Magana first reported a position in iShares Russell 2000 Value ETF in Q4 2020 and has held it in 16 quarters since.
  • Wolff Wiese Magana's iShares Russell 2000 Value ETF position peaked at $394K in Q3 2021.
  • 334 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

Based on Wolff Wiese Magana's 13F filing for Q2 2026, filed 13 Jul 2026.