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

Auxano 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 Q1	$812K	Sell	4,284 -38	-0.9%	-$7.36K	0.16%	95
2025 Q4	$783K	Sell	4,322 -13	-0.3%	-$2.33K	0.15%	90
2025 Q3	$766K	Sell	4,335 -7	-0.2%	-$1.18K	0.16%	74
2025 Q2	$685K	Hold	4,342	–	–	0.16%	80
2025 Q1	$656K	Hold	4,342	–	–	0.17%	82
2024 Q4	$713K	Hold	4,342	–	–	0.18%	80
2024 Q3	$724K	Hold	4,342	–	–	0.19%	85
2024 Q2	$661K	Buy	4,342 +58	+1%	+$8.87K	0.18%	80
2024 Q1	$680K	Hold	4,284	–	–	0.2%	80
2023 Q4	$665K	Sell	4,284 -58	-1%	-$8.03K	0.22%	72
2023 Q3	$589K	Hold	4,342	–	–	0.24%	56
2023 Q2	$595K	Hold	4,342	–	–	0.24%	56
2023 Q1	$595K	Hold	4,342	–	–	0.24%	56
2022 Q4	$602K	Hold	4,342	–	–	0.27%	53
2022 Q3	$560K	Buy	+4,342	New	+$628K	0.26%	54

Other funds holding IWN

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $13.1B AUM

DADC

D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $26B AUM

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Auxano Advisors's IWN Position: Q1 2026 in Review

Auxano Advisors reduced its iShares Russell 2000 Value ETF (IWN) stake by 0.88% in Q1 2026, selling an estimated $7.36K and leaving 4,284 shares worth $812K. The position accounts for 0.16% of the portfolio, ranked #95.

Auxano Advisors first reported a position in IWN in Q3 2022 and has held it in 15 quarters since. 1,028 funds tracked by Wall St. Rank hold IWN as of Q1 2026.

Auxano Advisors held 4,284 shares of iShares Russell 2000 Value ETF worth $812K as of Q1 2026.
Auxano Advisors sold 38 iShares Russell 2000 Value ETF shares in Q1 2026, an estimated $7.36K.
iShares Russell 2000 Value ETF made up 0.16% of Auxano Advisors's portfolio in Q1 2026, its #95 holding.
Auxano Advisors first reported a position in iShares Russell 2000 Value ETF in Q3 2022 and has held it in 15 quarters since.
1,028 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q1 2026.

Based on Auxano Advisors's 13F filing for Q1 2026, filed 4 May 2026.