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

AE 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 		$3.87M Buy
17,506
+2,207
+14% +$462K 0.02% 494
2026
Q1 		$2.9M Buy
15,299
+2,588
+20% +$501K 0.02% 540
2025
Q4 		$2.3M Sell
12,711
-1,761
-12% -$316K 0.01% 571
2025
Q3 		$2.56M Buy
14,472
+474
+3% +$80K 0.02% 503
2025
Q2 		$2.21M Sell
13,998
-168
-1% -$25K 0.02% 514
2025
Q1 		$2.14M Sell
14,166
-695
-5% -$112K 0.02% 512
2024
Q4 		$2.44M Buy
14,861
+4,943
+50% +$844K 0.02% 483
2024
Q3 		$1.65M Buy
9,918
+538
+6% +$87.4K 0.02% 588
2024
Q2 		$1.43M Buy
9,380
+2,015
+27% +$308K 0.01% 612
2024
Q1 		$1.17M Sell
7,365
-1,584
-18% -$240K 0.01% 623
2023
Q4 		$1.35M Buy
8,949
+927
+12% +$128K 0.01% 1051
2023
Q3 		$1.09M Buy
8,022
+454
+6% +$65.1K 0.01% 1062
2023
Q2 		$1.07M Buy
7,568
+1,051
+16% +$142K 0.01% 1066
2023
Q1 		$893K Sell
6,517
-387
-6% -$56.1K 0.01% 1093
2022
Q4 		$957K Buy
6,904
+2,825
+69% +$399K 0.01% 1001
2022
Q3 		$526K Sell
4,079
-1,176
-22% -$170K ﹤0.01% 1234
2022
Q2 		$715K Buy
5,255
+1,639
+45% +$244K 0.01% 1014
2022
Q1 		$584K Sell
3,616
-19,676
-84% -$3.14M ﹤0.01% 1159
2021
Q4 		$3.87M Buy
23,292
+21,669
+1,335% +$3.61M 0.03% 491
2021
Q3 		$260K Buy
1,623
+297
+22% +$47.7K ﹤0.01% 1422
2021
Q2 		$220K Buy
+1,326
New +$219K ﹤0.01% 1465
2017
Q2 		– Sell
-13,552
Closed -$1.6M – 383
2017
Q1 		$1.6M Buy
13,552
+9,416
+228% +$1.12M 0.3% 65
2016
Q4 		$492K Buy
+4,136
New +$457K 0.2% 114

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

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

AE Wealth Management increased its iShares Russell 2000 Value ETF (IWN) stake by 14% in Q2 2026, buying an estimated $462K and bringing the position to 17,506 shares worth $3.87M. The position accounts for 0.02% of the portfolio, ranked #494.

AE Wealth Management first reported a position in IWN in Q4 2016 and has held it in 23 quarters since. 1,074 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

  • AE Wealth Management held 17,506 shares of iShares Russell 2000 Value ETF worth $3.87M as of Q2 2026.
  • AE Wealth Management bought 2,207 iShares Russell 2000 Value ETF shares in Q2 2026, an estimated $462K.
  • iShares Russell 2000 Value ETF made up 0.02% of AE Wealth Management's portfolio in Q2 2026, its #494 holding.
  • AE Wealth Management first reported a position in iShares Russell 2000 Value ETF in Q4 2016 and has held it in 23 quarters since.
  • 1,074 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.