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XML Financial’s iShares Russell 2000 Value ETF IWN Stock Holding History

XML Financial’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 		$7.17M Buy
32,424
+338
+1% +$70.8K 0.52% 52
2026
Q1 		$6.08M Sell
32,086
-107
-0.3% -$20.7K 0.49% 57
2025
Q4 		$5.83M Buy
32,193
+1,299
+4% +$233K 0.48% 57
2025
Q3 		$5.46M Sell
30,894
-381
-1% -$64.3K 0.44% 61
2025
Q2 		$4.93M Buy
31,275
+1,500
+5% +$223K 0.43% 66
2025
Q1 		$4.5M Sell
29,775
-2,468
-8% -$399K 0.42% 65
2024
Q4 		$5.29M Buy
32,243
+462
+1% +$78.8K 0.48% 57
2024
Q3 		$5.3M Sell
31,781
-272
-0.8% -$44.2K 0.49% 58
2024
Q2 		$4.88M Buy
32,053
+119
+0.4% +$18.2K 0.49% 62
2024
Q1 		$5.07M Buy
31,934
+993
+3% +$150K 0.52% 55
2023
Q4 		$4.81M Buy
30,941
+1,288
+4% +$178K 0.51% 59
2023
Q3 		$4.02M Buy
29,653
+88
+0.3% +$12.6K 0.48% 64
2023
Q2 		$4.16M Buy
29,565
+153
+0.5% +$20.7K 0.48% 59
2023
Q1 		$4.03M Sell
29,412
-732
-2% -$106K 0.49% 62
2022
Q4 		$4.18M Buy
30,144
+211
+0.7% +$29.8K 0.53% 62
2022
Q3 		$3.86M Buy
29,933
+688
+2% +$99.4K 0.54% 60
2022
Q2 		$3.98M Buy
29,245
+445
+2% +$66.2K 0.9% 32
2022
Q1 		$4.65M Buy
28,800
+944
+3% +$151K 0.55% 56
2021
Q4 		$4.63M Buy
27,856
+721
+3% +$120K 0.56% 56
2021
Q3 		$4.35M Buy
27,135
+714
+3% +$115K 0.58% 55
2021
Q2 		$4.38M Buy
26,421
+1,465
+6% +$242K 0.96% 29
2021
Q1 		$3.98M Buy
24,956
+1,814
+8% +$274K 0.97% 26
2020
Q4 		$3.05M Buy
23,142
+6,026
+35% +$711K 0.79% 35
2020
Q3 		$1.7M Buy
17,116
+4,967
+41% +$505K 0.53% 48
2020
Q2 		$1.18M Buy
12,149
+859
+8% +$78.1K 0.41% 59
2020
Q1 		$926K Buy
11,290
+2,050
+22% +$230K 0.4% 60
2019
Q4 		$1.19M Buy
+9,240
New +$1.14M 0.43% 56

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

XML Financial's IWN Position: Q2 2026 in Review

XML Financial increased its iShares Russell 2000 Value ETF (IWN) stake by 1.1% in Q2 2026, buying an estimated $70.8K and bringing the position to 32,424 shares worth $7.17M. The position accounts for 0.52% of the portfolio, ranked #52.

XML Financial first reported a position in IWN in Q4 2019 and has held it in 27 quarters since. 1,074 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

  • XML Financial held 32,424 shares of iShares Russell 2000 Value ETF worth $7.17M as of Q2 2026.
  • XML Financial bought 338 iShares Russell 2000 Value ETF shares in Q2 2026, an estimated $70.8K.
  • iShares Russell 2000 Value ETF made up 0.52% of XML Financial's portfolio in Q2 2026, its #52 holding.
  • XML Financial first reported a position in iShares Russell 2000 Value ETF in Q4 2019 and has held it in 27 quarters since.
  • 1,074 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

Based on XML Financial's 13F filing for Q2 2026, filed 24 Jul 2026.