AWM
IWN icon

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

Accel 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 		$229K Buy
+1,035
New +$217K 0.05% 271
2025
Q3 		– Sell
-1,281
Closed -$202K – 285
2025
Q2 		$202K Buy
+1,281
New +$191K 0.07% 255
2025
Q1 		– Sell
-1,279
Closed -$210K – 264
2024
Q4 		$210K Buy
1,279
+2
+0.2% +$341 0.08% 228
2024
Q3 		$213K Buy
+1,277
New +$207K 0.08% 230
2024
Q2 		– Sell
-1,285
Closed -$204K – 252
2024
Q1 		$204K Buy
+1,285
New +$195K 0.09% 215
2023
Q2 		– Sell
-302
Closed -$41.3K – 529
2023
Q1 		$41.3K Buy
302
+24
+9% +$3.48K 0.02% 519
2022
Q4 		$38.6K Sell
278
-4
-1% -$565 0.02% 398
2022
Q3 		$39K Buy
282
+70
+33% +$10.1K 0.02% 420
2022
Q2 		$29K Hold
212
– – 0.02% 456
2022
Q1 		$34K Hold
212
– – 0.02% 442
2021
Q4 		$35K Buy
212
+26
+14% +$4.33K 0.02% 448
2021
Q3 		$30K Sell
186
-26
-12% -$4.18K 0.02% 419
2021
Q2 		$35K Buy
212
+1
+0.5% +$165 0.02% 408
2021
Q1 		$34K Hold
211
– – 0.03% 389
2020
Q4 		$28K Buy
+211
New +$24.9K 0.03% 418

Other funds holding IWN

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
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
LFWA
LBJ Family Wealth Advisors Austin, Texas $196M AUM 22.12% 1-Year Est. Return
HIA
Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return
MWM
Marion Wealth Management Monroeville, Pennsylvania $491M AUM 17.01% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return
UAS
United Asset Strategies Garden City, New York $1.41B AUM 27.73% 1-Year Est. Return
LA
LWM Advisors El Dorado Hills, California $134M AUM 22.23% 1-Year Est. Return