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

Advisornet 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 		$406K Buy
1,837
+103
+6% +$21.6K 0.02% 468
2026
Q1 		$329K Sell
1,734
-3
-0.2% -$581 0.02% 493
2025
Q4 		$315K Buy
1,737
+2
+0.1% +$359 0.02% 489
2025
Q3 		$307K Sell
1,735
-55
-3% -$9.29K 0.02% 487
2025
Q2 		$282K Buy
1,790
+9
+0.5% +$1.34K 0.02% 493
2025
Q1 		$269K Buy
1,781
+18
+1% +$2.91K 0.02% 481
2024
Q4 		$289K Sell
1,763
-14
-0.8% -$2.39K 0.02% 428
2024
Q3 		$296K Buy
1,777
+140
+9% +$22.7K 0.02% 442
2024
Q2 		$249K Sell
1,637
-36
-2% -$5.51K 0.02% 433
2024
Q1 		$266K Sell
1,673
-437
-21% -$66.2K 0.03% 421
2023
Q4 		$328K Sell
2,110
-166
-7% -$23K 0.03% 387
2023
Q3 		$308K Sell
2,276
-715
-24% -$103K 0.03% 379
2023
Q2 		$421K Sell
2,991
-16,304
-84% -$2.2M 0.04% 334
2023
Q1 		$2.64M Buy
19,295
+545
+3% +$79K 0.24% 101
2022
Q4 		$2.6M Buy
18,750
+1,376
+8% +$194K 0.26% 92
2022
Q3 		$2.24M Sell
17,374
-831
-5% -$120K 0.22% 112
2022
Q2 		$2.48M Buy
18,205
+16,204
+810% +$2.41M 0.24% 104
2022
Q1 		$323K Buy
2,001
+119
+6% +$19K 0.02% 452
2021
Q4 		$313K Buy
1,882
+687
+57% +$114K 0.02% 493
2021
Q3 		$192K Sell
1,195
-19,256
-94% -$3.09M 0.01% 596
2021
Q2 		$3.39M Buy
20,451
+534
+3% +$88.1K 0.22% 105
2021
Q1 		$3.18M Sell
19,917
-2,951
-13% -$446K 0.23% 104
2020
Q4 		$3.01M Buy
22,868
+21,387
+1,444% +$2.52M 0.24% 88
2020
Q3 		$147K Sell
1,481
-1
-0.1% -$102 0.01% 565
2020
Q2 		$144K Sell
1,482
-1,041
-41% -$94.7K 0.01% 577
2020
Q1 		$207K Sell
2,523
-1,216
-33% -$136K 0.02% 455
2019
Q4 		$481K Buy
3,739
+7
+0.2% +$866 0.04% 338
2019
Q3 		$446K Buy
3,732
+10
+0.3% +$1.18K 0.04% 350
2019
Q2 		$448K Sell
3,722
-44
-1% -$5.31K 0.05% 315
2019
Q1 		$452K Buy
3,766
+182
+5% +$21.7K 0.06% 287
2018
Q4 		$385K Buy
3,584
+2,321
+184% +$279K 0.05% 281
2018
Q3 		$168K Sell
1,263
-4,375
-78% -$589K 0.02% 450
2018
Q2 		$744K Buy
5,638
+4,464
+380% +$575K 0.1% 179
2018
Q1 		$143K Buy
1,174
+3
+0.3% +$376 0.02% 459
2017
Q4 		$147K Buy
+1,171
New +$146K 0.02% 401

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
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
CL
Choreo LLC Rockford, Illinois $9.11B AUM 26.3% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return

Advisornet Financial's IWN Position: Q2 2026 in Review

Advisornet Financial increased its iShares Russell 2000 Value ETF (IWN) stake by 5.9% in Q2 2026, buying an estimated $21.6K and bringing the position to 1,837 shares worth $406K. The position accounts for 0.02% of the portfolio, ranked #468.

Advisornet Financial first reported a position in IWN in Q4 2017 and has held it in 35 quarters since. The position peaked at $3.39M in Q2 2021. 648 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

  • Advisornet Financial held 1,837 shares of iShares Russell 2000 Value ETF worth $406K as of Q2 2026.
  • Advisornet Financial bought 103 iShares Russell 2000 Value ETF shares in Q2 2026, an estimated $21.6K.
  • iShares Russell 2000 Value ETF made up 0.02% of Advisornet Financial's portfolio in Q2 2026, its #468 holding.
  • Advisornet Financial first reported a position in iShares Russell 2000 Value ETF in Q4 2017 and has held it in 35 quarters since.
  • Advisornet Financial's iShares Russell 2000 Value ETF position peaked at $3.39M in Q2 2021.
  • 648 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

Based on Advisornet Financial's 13F filing for Q2 2026, filed 23 Jul 2026.