Atlas Legacy Advisors’s iShares Russell 2000 Value ETF IWN Stock Holding History

Atlas Legacy 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	$1.97M	Buy	8,899 +146	+2%	+$30.6K	0.29%	58
2026 Q1	$1.66M	Buy	8,753 +119	+1%	+$23K	0.3%	58
2025 Q4	$1.56M	Buy	8,634 +3,193	+59%	+$574K	0.27%	66
2025 Q3	$962K	Sell	5,441 -535	-9%	-$90.3K	0.19%	86
2025 Q2	$943K	Sell	5,976 -60	-1%	-$8.94K	0.21%	74
2025 Q1	$911K	Sell	6,036 -2	-0%	-$323	0.23%	71
2024 Q4	$991K	Buy	+6,038	New	+$1.03M	0.24%	61

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

Atlas Legacy Advisors's IWN Position: Q2 2026 in Review

Atlas Legacy Advisors increased its iShares Russell 2000 Value ETF (IWN) stake by 1.7% in Q2 2026, buying an estimated $30.6K and bringing the position to 8,899 shares worth $1.97M. The position accounts for 0.29% of the portfolio, ranked #58.

Atlas Legacy Advisors first reported a position in IWN in Q4 2024 and has held it in 7 quarters since. 1,078 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

Atlas Legacy Advisors held 8,899 shares of iShares Russell 2000 Value ETF worth $1.97M as of Q2 2026.
Atlas Legacy Advisors bought 146 iShares Russell 2000 Value ETF shares in Q2 2026, an estimated $30.6K.
iShares Russell 2000 Value ETF made up 0.29% of Atlas Legacy Advisors's portfolio in Q2 2026, its #58 holding.
Atlas Legacy Advisors first reported a position in iShares Russell 2000 Value ETF in Q4 2024 and has held it in 7 quarters since.
1,078 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

Based on Atlas Legacy Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.