Arista Wealth Management’s iShares Russell 2000 Value ETF IWN Stock Holding History

Arista Wealth Management’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	$913K	Sell	4,126 -774	-16%	-$162K	0.1%	114
2026 Q1	$929K	Buy	4,900 +96	+2%	+$18.6K	0.11%	106
2025 Q4	$871K	Hold	4,804	–	–	0.11%	96
2025 Q3	$849K	Hold	4,804	–	–	0.11%	104
2025 Q2	$758K	Buy	+4,804	New	+$715K	0.1%	111
2023 Q1	–	Sell	-3,047	Closed	-$423K	–	65
2022 Q4	$423K	Buy	+3,047	New	+$430K	0.27%	36

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

Arista Wealth Management's IWN Position: Q2 2026 in Review

Arista Wealth Management reduced its iShares Russell 2000 Value ETF (IWN) stake by 16% in Q2 2026, selling an estimated $162K and leaving 4,126 shares worth $913K. The position accounts for 0.1% of the portfolio, ranked #114.

Arista Wealth Management first reported a position in IWN in Q4 2022 and has held it in 6 quarters since. The position peaked at $929K in Q1 2026. 1,074 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

Arista Wealth Management held 4,126 shares of iShares Russell 2000 Value ETF worth $913K as of Q2 2026.
Arista Wealth Management sold 774 iShares Russell 2000 Value ETF shares in Q2 2026, an estimated $162K.
iShares Russell 2000 Value ETF made up 0.1% of Arista Wealth Management's portfolio in Q2 2026, its #114 holding.
Arista Wealth Management first reported a position in iShares Russell 2000 Value ETF in Q4 2022 and has held it in 6 quarters since.
Arista Wealth Management's iShares Russell 2000 Value ETF position peaked at $929K in Q1 2026.
1,074 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

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