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WPG Advisers’s iShares Russell 2000 Value ETF IWN Stock Holding History

WPG Advisers’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 		$52.4K Hold
237
– – 0.03% 297
2026
Q1 		$44.9K Sell
237
-2
-0.8% -$387 0.03% 301
2025
Q4 		$43.3K Sell
239
-7
-3% -$1.26K 0.03% 326
2025
Q3 		$43.5K Sell
246
-66
-21% -$11.1K 0.03% 322
2025
Q2 		$49.2K Sell
312
-13
-4% -$1.94K 0.04% 275
2025
Q1 		$49.1K Sell
325
-90
-22% -$14.5K 0.05% 275
2024
Q4 		$68.1K Buy
+415
New +$70.8K 0.06% 227

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

WPG Advisers's IWN Position: Q2 2026 in Review

WPG Advisers held its iShares Russell 2000 Value ETF (IWN) position steady in Q2 2026 at 237 shares worth $52.4K. The position accounts for 0.03% of the portfolio, ranked #297.

WPG Advisers first reported a position in IWN in Q4 2024 and has held it in 7 quarters since. The position peaked at $68.1K in Q4 2024. 697 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

  • WPG Advisers held 237 shares of iShares Russell 2000 Value ETF worth $52.4K as of Q2 2026.
  • WPG Advisers left its iShares Russell 2000 Value ETF share count unchanged in Q2 2026.
  • iShares Russell 2000 Value ETF made up 0.03% of WPG Advisers's portfolio in Q2 2026, its #297 holding.
  • WPG Advisers first reported a position in iShares Russell 2000 Value ETF in Q4 2024 and has held it in 7 quarters since.
  • WPG Advisers's iShares Russell 2000 Value ETF position peaked at $68.1K in Q4 2024.
  • 697 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

Based on WPG Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.