Armis Advisers
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Armis Advisers’s iShares Russell 2000 Value ETF IWN Stock Holding History

Armis Advisers’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
Q3 		$214K Sell
1,015
-536
-35% -$119K 0.02% 472
2026
Q2 		$344K Buy
+1,551
New +$325K 0.03% 344

Other funds holding IWN

Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
Stephens Group Asset Management
Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Courier Capital
Courier Capital Buffalo, New York $2.02B AUM 16.74% 1-Year Est. Return
WoodTrust Financial
WoodTrust Financial Wisconsin Rapids, Wisconsin $825M AUM 20.13% 1-Year Est. Return
Aspiriant LLC
Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return
LFWA
LBJ Family Wealth Advisors Austin, Texas $196M AUM 12.84% 1-Year Est. Return
Sonata Capital Group
Sonata Capital Group Seattle, Washington $314M AUM 13.54% 1-Year Est. Return
Harbor Investment Advisory
Harbor Investment Advisory Lutherville, Maryland $1.47B AUM 24.2% 1-Year Est. Return
Berkshire Money Management
Berkshire Money Management Dalton, Massachusetts $1.16B AUM 13.8% 1-Year Est. Return

Armis Advisers's IWN Position: Q3 2026 in Review

Armis Advisers reduced its iShares Russell 2000 Value ETF (IWN) stake by 35% in Q3 2026, selling an estimated $119K and leaving 1,015 shares worth $214K. The position accounts for 0.02% of the portfolio, ranked #472.

Armis Advisers first reported a position in IWN in Q2 2026 and has held it in 2 quarters since. The position peaked at $344K in Q2 2026. 247 funds tracked by Wall St. Rank hold IWN as of Q3 2026.

  • Armis Advisers held 1,015 shares of iShares Russell 2000 Value ETF worth $214K as of Q3 2026.
  • Armis Advisers sold 536 iShares Russell 2000 Value ETF shares in Q3 2026, an estimated $119K.
  • iShares Russell 2000 Value ETF made up 0.02% of Armis Advisers's portfolio in Q3 2026, its #472 holding.
  • Armis Advisers first reported a position in iShares Russell 2000 Value ETF in Q2 2026 and has held it in 2 quarters since.
  • Armis Advisers's iShares Russell 2000 Value ETF position peaked at $344K in Q2 2026.
  • 247 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q3 2026.

Based on Armis Advisers's 13F filing for Q3 2026, filed 13 Oct 2026.