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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

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. 1,078 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.
1,078 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.