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

Arkadios 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 		$5M Sell
22,620
-440
-2% -$92.1K 0.08% 271
2026
Q1 		$4.37M Sell
23,060
-306
-1% -$59.2K 0.07% 289
2025
Q4 		$4.23M Buy
23,366
+15,044
+181% +$2.7M 0.08% 258
2025
Q3 		$1.47M Buy
8,322
+2,361
+40% +$399K 0.04% 500
2025
Q2 		$940K Buy
5,961
+46
+0.8% +$6.85K 0.03% 595
2025
Q1 		$893K Buy
5,915
+785
+15% +$127K 0.03% 500
2024
Q4 		$842K Buy
5,130
+517
+11% +$88.2K 0.05% 372
2024
Q3 		$769K Sell
4,613
-523
-10% -$85K 0.04% 392
2024
Q2 		$782K Buy
5,136
+1,159
+29% +$177K 0.05% 334
2024
Q1 		$632K Sell
3,977
-69
-2% -$10.4K 0.05% 337
2023
Q4 		$629K Buy
4,046
+376
+10% +$52.1K 0.05% 314
2023
Q3 		$497K Sell
3,670
-130
-3% -$18.6K 0.05% 339
2023
Q2 		$535K Buy
3,800
+121
+3% +$16.4K 0.06% 287
2023
Q1 		$504K Sell
3,679
-297
-7% -$43K 0.06% 302
2022
Q4 		$551K Sell
3,976
-178
-4% -$25.1K 0.07% 266
2022
Q3 		$536K Buy
4,154
+154
+4% +$22.3K 0.08% 259
2022
Q2 		$545K Buy
4,000
+789
+25% +$117K 0.08% 262
2022
Q1 		$518K Buy
3,211
+1,386
+76% +$221K 0.07% 309
2021
Q4 		$303K Buy
1,825
+71
+4% +$11.8K 0.04% 450
2021
Q3 		$281K Sell
1,754
-141
-7% -$22.7K 0.04% 420
2021
Q2 		$314K Buy
1,895
+348
+22% +$57.4K 0.04% 439
2021
Q1 		$246K Buy
1,547
+276
+22% +$41.7K 0.04% 374
2020
Q4 		$167K Buy
1,271
+238
+23% +$28.1K 0.04% 353
2020
Q3 		$112K Hold
1,033
– – 0.06% 268
2020
Q2 		$98.4K Buy
1,033
+83
+9% +$7.55K 0.05% 261
2020
Q1 		$77.9K Hold
950
– – 0.05% 271
2019
Q4 		$120K Buy
+950
New +$117K 0.07% 208

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 29.2% 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

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

Arkadios Wealth Advisors reduced its iShares Russell 2000 Value ETF (IWN) stake by 1.9% in Q2 2026, selling an estimated $92.1K and leaving 22,620 shares worth $5M. The position accounts for 0.08% of the portfolio, ranked #271.

Arkadios Wealth Advisors first reported a position in IWN in Q4 2019 and has held it in 27 quarters since. 1,074 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

  • Arkadios Wealth Advisors held 22,620 shares of iShares Russell 2000 Value ETF worth $5M as of Q2 2026.
  • Arkadios Wealth Advisors sold 440 iShares Russell 2000 Value ETF shares in Q2 2026, an estimated $92.1K.
  • iShares Russell 2000 Value ETF made up 0.08% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #271 holding.
  • Arkadios Wealth Advisors first reported a position in iShares Russell 2000 Value ETF in Q4 2019 and has held it in 27 quarters since.
  • 1,074 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.