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

Advisors Preferred’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 Q1	$341K	Sell	1,796 -181,527	-99%	-$35.1M	0.05%	166
2025 Q4	$33.5M	Buy	183,323 +120,027	+190%	+$21.6M	5.46%	1
2025 Q3	$11.2M	Buy	+63,296	New	+$10.7M	1.66%	14
2025 Q1	–	Sell	-16,385	Closed	-$2.69M	–	293
2024 Q4	$2.69M	Sell	16,385 -86,964	-84%	-$14.8M	0.43%	51
2024 Q3	$17M	Buy	+103,349	New	+$16.8M	2.59%	6
2024 Q1	–	Sell	-229,420	Closed	-$35.5M	–	233
2023 Q4	$35.5M	Buy	+229,420	New	+$31.8M	5.89%	4
2022 Q4	–	Sell	-45,982	Closed	-$6.08M	–	199
2022 Q3	$6.08M	Buy	45,982 +30,013	+188%	+$4.34M	3.11%	4
2022 Q2	$2.17M	Sell	15,969 -135,722	-89%	-$20.2M	0.57%	27
2022 Q1	$24.7M	Buy	+151,691	New	+$24.2M	1.99%	12
2021 Q3	–	Sell	-400,188	Closed	-$67M	–	206
2021 Q2	$67M	Sell	400,188 -167,057	-29%	-$27.6M	6.63%	4
2021 Q1	$91.5M	Buy	567,245 +290,674	+105%	+$43.9M	13.06%	1
2020 Q4	$36M	Buy	+276,571	New	+$32.6M	6.69%	3
2017 Q2	–	Sell	-200,647	Closed	-$23.7K	–	238
2017 Q1	$23.7K	Buy	200,647 +15,724	+9%	+$1.87M	12.43%	2
2016 Q4	$22M	Buy	184,923 +61,666	+50%	+$6.81M	11.43%	1
2016 Q3	$12.9M	Buy	+123,257	New	+$12.6M	6.03%	5
2016 Q2	–	Sell	-67,456	Closed	-$6.29M	–	259
2016 Q1	$6.29M	Sell	67,456 -117,986	-64%	-$10.2M	3.12%	9
2015 Q4	$17.1M	Buy	+185,442	New	+$17.6M	9.29%	2
2014 Q2	–	Sell	-39,567	Closed	-$3.99M	–	389
2014 Q1	$3.99M	Sell	39,567 -33,557	-46%	-$3.31M	1.82%	9
2013 Q4	$7.28M	Buy	+73,124	New	+$6.98M	4.02%	2

Other funds holding IWN

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $13.1B 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 $26B AUM

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Advisors Preferred's IWN Position: Q1 2026 in Review

Advisors Preferred reduced its iShares Russell 2000 Value ETF (IWN) stake by 99% in Q1 2026, selling an estimated $35.1M and leaving 1,796 shares worth $341K. The position accounts for 0.05% of the portfolio, ranked #166.

Advisors Preferred first reported a position in IWN in Q4 2013 and has held it in 19 quarters since. The position peaked at $91.5M in Q1 2021. 1,030 funds tracked by Wall St. Rank hold IWN as of Q1 2026.

Advisors Preferred held 1,796 shares of iShares Russell 2000 Value ETF worth $341K as of Q1 2026.
Advisors Preferred sold 181,527 iShares Russell 2000 Value ETF shares in Q1 2026, an estimated $35.1M.
iShares Russell 2000 Value ETF made up 0.05% of Advisors Preferred's portfolio in Q1 2026, its #166 holding.
Advisors Preferred first reported a position in iShares Russell 2000 Value ETF in Q4 2013 and has held it in 19 quarters since.
Advisors Preferred's iShares Russell 2000 Value ETF position peaked at $91.5M in Q1 2021.
1,030 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q1 2026.

Based on Advisors Preferred's 13F filing for Q1 2026, filed 5 May 2026.