AlphaCore Capital’s iShares Russell 2000 Value ETF IWN Stock Holding History

AlphaCore Capital’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	$84.3K	Buy	381 +148	+64%	+$31K	﹤0.01%	1234
2026 Q1	$44.2K	Sell	233 -396	-63%	-$76.7K	﹤0.01%	1014
2025 Q4	$114K	Buy	629 +584	+1,298%	+$105K	﹤0.01%	1067
2025 Q3	$7.96K	Sell	45 -401	-90%	-$67.7K	﹤0.01%	1001
2025 Q2	$70.4K	Buy	446 +401	+891%	+$59.7K	﹤0.01%	774
2025 Q1	$6.79K	Buy	+45	New	+$7.27K	﹤0.01%	701
2021 Q4	–	Sell	-140	Closed	-$22K	–	115
2021 Q3	$22K	Buy	+140	New	+$22.5K	0.01%	96

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

AlphaCore Capital's IWN Position: Q2 2026 in Review

AlphaCore Capital increased its iShares Russell 2000 Value ETF (IWN) stake by 64% in Q2 2026, buying an estimated $31K and bringing the position to 381 shares worth $84.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1234.

AlphaCore Capital first reported a position in IWN in Q3 2021 and has held it in 7 quarters since. The position peaked at $114K in Q4 2025. 1,078 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

AlphaCore Capital held 381 shares of iShares Russell 2000 Value ETF worth $84.3K as of Q2 2026.
AlphaCore Capital bought 148 iShares Russell 2000 Value ETF shares in Q2 2026, an estimated $31K.
iShares Russell 2000 Value ETF made up ﹤0.01% of AlphaCore Capital's portfolio in Q2 2026, its #1234 holding.
AlphaCore Capital first reported a position in iShares Russell 2000 Value ETF in Q3 2021 and has held it in 7 quarters since.
AlphaCore Capital's iShares Russell 2000 Value ETF position peaked at $114K in Q4 2025.
1,078 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

Based on AlphaCore Capital's 13F filing for Q2 2026, filed 6 Aug 2026.