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 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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $13.1B AUM

DADC

D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $26B AUM

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Archvest Wealth Advisors's IWN Position: Q1 2026 in Review

Archvest Wealth Advisors reduced its iShares Russell 2000 Value ETF (IWN) stake by 3.5% in Q1 2026, selling an estimated $22.3K and leaving 3,162 shares worth $599K. The position accounts for 0.39% of the portfolio, ranked #30.

Archvest Wealth Advisors first reported a position in IWN in Q4 2021 and has held it in 18 quarters since. The position peaked at $4.59M in Q1 2024. 1,028 funds tracked by Wall St. Rank hold IWN as of Q1 2026.

Archvest Wealth Advisors held 3,162 shares of iShares Russell 2000 Value ETF worth $599K as of Q1 2026.
Archvest Wealth Advisors sold 115 iShares Russell 2000 Value ETF shares in Q1 2026, an estimated $22.3K.
iShares Russell 2000 Value ETF made up 0.39% of Archvest Wealth Advisors's portfolio in Q1 2026, its #30 holding.
Archvest Wealth Advisors first reported a position in iShares Russell 2000 Value ETF in Q4 2021 and has held it in 18 quarters since.
Archvest Wealth Advisors's iShares Russell 2000 Value ETF position peaked at $4.59M in Q1 2024.
1,028 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q1 2026.

Based on Archvest Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.