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1834 Investment Advisors’s iShares Russell 2000 Value ETF IWN Stock Holding History

1834 Investment Advisors’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 		$273K Sell
1,235
-5
-0.4% -$1.05K 0.03% 202
2026
Q1 		$235K Hold
1,240
– – 0.03% 203
2025
Q4 		$225K Sell
1,240
-159
-11% -$28.6K 0.03% 202
2025
Q3 		$247K Sell
1,399
-96
-6% -$16.2K 0.03% 198
2025
Q2 		$236K Hold
1,495
– – 0.03% 199
2025
Q1 		$226K Hold
1,495
– – 0.03% 201
2024
Q4 		$245K Sell
1,495
-71
-5% -$12.1K 0.03% 200
2024
Q3 		$261K Buy
1,566
+230
+17% +$37.4K 0.03% 205
2024
Q2 		$203K Sell
1,336
-25
-2% -$3.82K 0.02% 213
2024
Q1 		$216K Hold
1,361
– – 0.03% 209
2023
Q4 		$211K Buy
+1,361
New +$189K 0.03% 222
2023
Q3 		– Sell
-1,541
Closed -$217K – 237
2023
Q2 		$217K Sell
1,541
-55
-3% -$7.44K 0.03% 226
2023
Q1 		$219K Sell
1,596
-335
-17% -$48.6K 0.03% 230
2022
Q4 		$268K Sell
1,931
-88
-4% -$12.4K 0.04% 165
2022
Q3 		$260K Hold
2,019
– – 0.04% 168
2022
Q2 		$275K Hold
2,019
– – 0.04% 165
2022
Q1 		$326K Sell
2,019
-20
-1% -$3.19K 0.04% 156
2021
Q4 		$339K Hold
2,039
– – 0.04% 153
2021
Q3 		$327K Hold
2,039
– – 0.04% 153
2021
Q2 		$338K Sell
2,039
-4
-0.2% -$660 0.04% 151
2021
Q1 		$326K Sell
2,043
-74
-3% -$11.2K 0.04% 158
2020
Q4 		$279K Buy
2,117
+3
+0.1% +$354 0.04% 170
2020
Q3 		$210K Sell
2,114
-106
-5% -$10.8K 0.03% 181
2020
Q2 		$216K Sell
2,220
-165
-7% -$15K 0.03% 168
2020
Q1 		$196K Sell
2,385
-48
-2% -$5.38K 0.04% 173
2019
Q4 		$313K Buy
2,433
+43
+2% +$5.32K 0.05% 152
2019
Q3 		$286K Sell
2,390
-20
-0.8% -$2.36K 0.04% 164
2019
Q2 		$290K Sell
2,410
-118
-5% -$14.3K 0.04% 156
2019
Q1 		$304K Hold
2,528
– – 0.05% 149
2018
Q4 		$272K Hold
2,528
– – 0.05% 154
2018
Q3 		$336K Sell
2,528
-40
-2% -$5.39K 0.05% 152
2018
Q2 		$339K Hold
2,568
– – 0.05% 143
2018
Q1 		$313K Hold
2,568
– – 0.05% 146
2017
Q4 		$323K Buy
2,568
+100
+4% +$12.5K 0.05% 147
2017
Q3 		$306K Hold
2,468
– – 0.06% 140
2017
Q2 		$293K Hold
2,468
– – 0.06% 149
2017
Q1 		$292K Sell
2,468
-100
-4% -$11.9K 0.06% 161
2016
Q4 		$305K Buy
2,568
+40
+2% +$4.42K 0.06% 148
2016
Q3 		$265K Hold
2,528
– – 0.06% 150
2016
Q2 		$246K Hold
2,528
– – 0.05% 160
2016
Q1 		$236K Hold
2,528
– – 0.05% 155
2015
Q4 		$232K Buy
2,528
+13
+0.5% +$1.23K 0.05% 165
2015
Q3 		$227K Hold
2,515
– – 0.06% 177
2015
Q2 		$256K Sell
2,515
-215
-8% -$22.1K 0.07% 142
2015
Q1 		$282K Hold
2,730
– – 0.08% 140
2014
Q4 		$278K Buy
+2,730
New +$268K 0.08% 138
2014
Q3 		– Sell
-2,115
Closed -$218K – 160
2014
Q2 		$218K Hold
2,115
– – 0.06% 153
2014
Q1 		$213K Sell
2,115
-36
-2% -$3.55K 0.06% 146
2013
Q4 		$214K Buy
+2,151
New +$205K 0.06% 151

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

1834 Investment Advisors's IWN Position: Q2 2026 in Review

1834 Investment Advisors reduced its iShares Russell 2000 Value ETF (IWN) stake by 0.4% in Q2 2026, selling an estimated $1.05K and leaving 1,235 shares worth $273K. The position accounts for 0.03% of the portfolio, ranked #202.

1834 Investment Advisors first reported a position in IWN in Q4 2013 and has held it in 49 quarters since. The position peaked at $339K in Q4 2021. 1,074 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

  • 1834 Investment Advisors held 1,235 shares of iShares Russell 2000 Value ETF worth $273K as of Q2 2026.
  • 1834 Investment Advisors sold 5 iShares Russell 2000 Value ETF shares in Q2 2026, an estimated $1.05K.
  • iShares Russell 2000 Value ETF made up 0.03% of 1834 Investment Advisors's portfolio in Q2 2026, its #202 holding.
  • 1834 Investment Advisors first reported a position in iShares Russell 2000 Value ETF in Q4 2013 and has held it in 49 quarters since.
  • 1834 Investment Advisors's iShares Russell 2000 Value ETF position peaked at $339K in Q4 2021.
  • 1,074 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

Based on 1834 Investment Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.