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

Yardley 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 Q2	$724K	Hold	3,275	–	–	0.33%	22
2026 Q1	$621K	Hold	3,275	–	–	0.32%	22
2025 Q4	$593K	Hold	3,275	–	–	0.32%	22
2025 Q3	$579K	Hold	3,275	–	–	0.32%	22
2025 Q2	$517K	Hold	3,275	–	–	0.28%	26
2025 Q1	$494K	Sell	3,275 -4,363	-57%	-$705K	0.29%	24
2024 Q4	$1.26M	Buy	7,638 +4,363	+133%	+$745K	0.61%	24
2024 Q3	$546K	Buy	+3,275	New	+$532K	0.32%	25

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 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

Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return

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

Yardley Wealth Management's IWN Position: Q2 2026 in Review

Yardley Wealth Management held its iShares Russell 2000 Value ETF (IWN) position steady in Q2 2026 at 3,275 shares worth $724K. The position accounts for 0.33% of the portfolio, ranked #22.

Yardley Wealth Management first reported a position in IWN in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.26M in Q4 2024. 330 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

Yardley Wealth Management held 3,275 shares of iShares Russell 2000 Value ETF worth $724K as of Q2 2026.
Yardley Wealth Management left its iShares Russell 2000 Value ETF share count unchanged in Q2 2026.
iShares Russell 2000 Value ETF made up 0.33% of Yardley Wealth Management's portfolio in Q2 2026, its #22 holding.
Yardley Wealth Management first reported a position in iShares Russell 2000 Value ETF in Q3 2024 and has held it in 8 quarters since.
Yardley Wealth Management's iShares Russell 2000 Value ETF position peaked at $1.26M in Q4 2024.
330 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

Based on Yardley Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.