Atlantic Edge Private Wealth Management’s iShares Russell 2000 Value ETF IWN Stock Holding History

Atlantic Edge Private 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	$9.29K	Hold	42	–	–	﹤0.01%	428
2026 Q1	$7.96K	Hold	42	–	–	﹤0.01%	417
2025 Q4	$7.61K	Hold	42	–	–	﹤0.01%	408
2025 Q3	$7.43K	Hold	42	–	–	﹤0.01%	396
2025 Q2	$6.63K	Sell	42 -56	-57%	-$8.34K	﹤0.01%	404
2025 Q1	$14.8K	Sell	98 -50	-34%	-$8.08K	﹤0.01%	317
2024 Q4	$24.3K	Hold	148	–	–	0.01%	254
2024 Q3	$24.7K	Hold	148	–	–	0.01%	246
2024 Q2	$22.5K	Buy	148 +41	+38%	+$6.27K	0.01%	240
2024 Q1	$17K	Sell	107 -29	-21%	-$4.39K	0.01%	265
2023 Q4	$21.1K	Buy	+136	New	+$18.8K	0.01%	233

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 29.18% 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

Atlantic Edge Private Wealth Management's IWN Position: Q2 2026 in Review

Atlantic Edge Private Wealth Management held its iShares Russell 2000 Value ETF (IWN) position steady in Q2 2026 at 42 shares worth $9.29K. The position accounts for ﹤0.01% of the portfolio, ranked #428.

Atlantic Edge Private Wealth Management first reported a position in IWN in Q4 2023 and has held it in 11 quarters since. The position peaked at $24.7K in Q3 2024. 1,078 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

Atlantic Edge Private Wealth Management held 42 shares of iShares Russell 2000 Value ETF worth $9.29K as of Q2 2026.
Atlantic Edge Private Wealth Management left its iShares Russell 2000 Value ETF share count unchanged in Q2 2026.
iShares Russell 2000 Value ETF made up ﹤0.01% of Atlantic Edge Private Wealth Management's portfolio in Q2 2026, its #428 holding.
Atlantic Edge Private Wealth Management first reported a position in iShares Russell 2000 Value ETF in Q4 2023 and has held it in 11 quarters since.
Atlantic Edge Private Wealth Management's iShares Russell 2000 Value ETF position peaked at $24.7K in Q3 2024.
1,078 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

Based on Atlantic Edge Private Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.