AWA
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Aletheian Wealth Advisors’s iShares Russell 2000 Value ETF IWN Stock Holding History

Aletheian Wealth 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 		$1.45M Buy
6,552
+186
+3% +$38.9K 0.62% 33
2026
Q1 		$1.21M Buy
+6,366
New +$1.23M 0.59% 33
2025
Q3 		$1.18M Sell
6,651
-31
-0.5% -$5.23K 0.55% 37
2025
Q2 		$1.05M Buy
6,682
+665
+11% +$99K 0.52% 37
2025
Q1 		$908K Sell
6,017
-437
-7% -$70.6K 0.51% 40
2024
Q4 		$1.06M Buy
6,454
+65
+1% +$11.1K 0.63% 34
2024
Q3 		$1.07M Buy
6,389
+258
+4% +$41.9K 0.62% 32
2024
Q2 		$934K Buy
6,131
+221
+4% +$33.8K 0.49% 49
2024
Q1 		$939K Buy
5,910
+380
+7% +$57.5K 0.51% 50
2023
Q4 		$859K Buy
5,530
+402
+8% +$55.7K 0.57% 44
2023
Q3 		$695K Sell
5,128
-72
-1% -$10.3K 0.53% 48
2023
Q2 		$732K Buy
5,200
+353
+7% +$47.7K 0.5% 50
2023
Q1 		$664K Sell
4,847
-2,751
-36% -$399K 0.59% 31
2022
Q4 		$1.05M Buy
7,598
+3,818
+101% +$539K 0.91% 29
2022
Q3 		$487K Buy
3,780
+25
+0.7% +$3.61K 0.55% 35
2022
Q2 		$511K Sell
3,755
-589
-14% -$87.6K 0.52% 35
2022
Q1 		$701K Sell
4,344
-47
-1% -$7.49K 0.67% 32
2021
Q4 		$729K Buy
+4,391
New +$732K 0.71% 29

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

Aletheian Wealth Advisors's IWN Position: Q2 2026 in Review

Aletheian Wealth Advisors increased its iShares Russell 2000 Value ETF (IWN) stake by 2.9% in Q2 2026, buying an estimated $38.9K and bringing the position to 6,552 shares worth $1.45M. The position accounts for 0.62% of the portfolio, ranked #33.

Aletheian Wealth Advisors first reported a position in IWN in Q4 2021 and has held it in 18 quarters since. 183 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

  • Aletheian Wealth Advisors held 6,552 shares of iShares Russell 2000 Value ETF worth $1.45M as of Q2 2026.
  • Aletheian Wealth Advisors bought 186 iShares Russell 2000 Value ETF shares in Q2 2026, an estimated $38.9K.
  • iShares Russell 2000 Value ETF made up 0.62% of Aletheian Wealth Advisors's portfolio in Q2 2026, its #33 holding.
  • Aletheian Wealth Advisors first reported a position in iShares Russell 2000 Value ETF in Q4 2021 and has held it in 18 quarters since.
  • 183 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

Based on Aletheian Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.