Allied Private Wealth’s iShares Russell 2000 Value ETF IWN Stock Holding History

Allied Private Wealth’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	$15.7K	Buy	+72	New	+$15.1K	0.01%	440

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 29.2% 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

Allied Private Wealth's IWN Position: Q2 2026 in Review

Allied Private Wealth opened a new position in iShares Russell 2000 Value ETF (IWN) in Q2 2026: 72 shares worth $15.7K. The stake represents 0.01% of the portfolio and ranks #440 among its holdings.

1,075 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

Allied Private Wealth held 72 shares of iShares Russell 2000 Value ETF worth $15.7K as of Q2 2026.
iShares Russell 2000 Value ETF was a new Allied Private Wealth position in Q2 2026.
iShares Russell 2000 Value ETF made up 0.01% of Allied Private Wealth's portfolio in Q2 2026, its #440 holding.
1,075 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

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