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

Archvest 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 		– Sell
-3,162
Closed -$599K – 75
2026
Q1 		$599K Sell
3,162
-115
-4% -$22.3K 0.39% 30
2025
Q4 		$594K Buy
3,277
+142
+5% +$25.5K 0.38% 33
2025
Q3 		$554K Buy
3,135
+13
+0.4% +$2.19K 0.49% 34
2025
Q2 		$492K Sell
3,122
-4,084
-57% -$608K 0.43% 41
2025
Q1 		$1.09M Sell
7,206
-389
-5% -$62.8K 0.9% 26
2024
Q4 		$1.25M Buy
7,595
+81
+1% +$13.8K 0.9% 25
2024
Q3 		$1.25M Buy
7,514
+9
+0.1% +$1.46K 0.8% 25
2024
Q2 		$1.13M Sell
7,505
-21,708
-74% -$3.32M 0.75% 27
2024
Q1 		$4.59M Buy
29,213
+785
+3% +$119K 3.24% 8
2023
Q4 		$4.42M Sell
28,428
-2,137
-7% -$296K 3.33% 9
2023
Q3 		$4.14M Buy
30,565
+1,931
+7% +$277K 3.37% 9
2023
Q2 		$4.03M Buy
28,634
+523
+2% +$70.7K 3.31% 11
2023
Q1 		$3.85M Buy
28,111
+1,892
+7% +$274K 3.41% 10
2022
Q4 		$3.64M Sell
26,219
-90
-0.3% -$12.7K 3.6% 9
2022
Q3 		$3.39M Sell
26,309
-1,392
-5% -$201K 3.48% 10
2022
Q2 		$3.77M Buy
27,701
+28
+0.1% +$4.17K 3.75% 9
2022
Q1 		$4.47M Buy
27,673
+447
+2% +$71.3K 4.03% 7
2021
Q4 		$4.52M Buy
+27,226
New +$4.54M 3.92% 8

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 29.18% 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

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

Archvest Wealth Advisors sold out of iShares Russell 2000 Value ETF (IWN) in Q2 2026, closing a stake of 3,162 shares — an estimated $599K sold.

Archvest Wealth Advisors first reported a position in IWN in Q4 2021 and held it in 18 quarters. The position peaked at $4.59M in Q1 2024. 1,078 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

  • Archvest Wealth Advisors reported no remaining iShares Russell 2000 Value ETF position as of Q2 2026 after selling out during the quarter.
  • Archvest Wealth Advisors sold 3,162 iShares Russell 2000 Value ETF shares in Q2 2026, an estimated $599K.
  • Archvest Wealth Advisors first reported a position in iShares Russell 2000 Value ETF in Q4 2021 and held it in 18 quarters.
  • Archvest Wealth Advisors's iShares Russell 2000 Value ETF position peaked at $4.59M in Q1 2024.
  • 1,078 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

Based on Archvest Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.