Avantax Advisory Services’s iShares Russell 2000 Value ETF IWN Stock Holding History

Avantax Advisory Services’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
2025 Q2	$6.45M	Buy	40,861 +12,647	+45%	+$1.88M	0.04%	368
2025 Q1	$4.26M	Sell	28,214 -7,848	-22%	-$1.27M	0.03%	468
2024 Q4	$5.92M	Buy	36,062 +8,217	+30%	+$1.4M	0.04%	347
2024 Q3	$4.65M	Sell	27,845 -8,667	-24%	-$1.41M	0.03%	410
2024 Q2	$5.56M	Buy	36,512 +816	+2%	+$125K	0.04%	338
2024 Q1	$5.67M	Sell	35,696 -10,027	-22%	-$1.52M	0.05%	288
2023 Q4	$7.1M	Buy	45,723 +15,492	+51%	+$2.15M	0.07%	217
2023 Q3	$4.1M	Sell	30,231 -318	-1%	-$45.6K	0.05%	295
2023 Q2	$4.3M	Buy	30,549 +1,431	+5%	+$193K	0.05%	287
2023 Q1	$3.99M	Sell	29,118 -26,329	-47%	-$3.82M	0.05%	288
2022 Q4	$7.69M	Buy	55,447 +25,646	+86%	+$3.62M	0.1%	163
2022 Q3	$3.84M	Buy	29,801 +265	+0.9%	+$38.3K	0.06%	246
2022 Q2	$4.02M	Buy	29,536 +2,139	+8%	+$318K	0.06%	239
2022 Q1	$4.43M	Sell	27,397 -289	-1%	-$46.1K	0.06%	227
2021 Q4	$4.6M	Buy	27,686 +13,595	+96%	+$2.27M	0.07%	213
2021 Q3	$2.26M	Buy	14,091 +3,761	+36%	+$604K	0.04%	317
2021 Q2	$1.71M	Buy	10,330 +1,795	+21%	+$296K	0.03%	367
2021 Q1	$1.36M	Buy	8,535 +2,792	+49%	+$422K	0.03%	375
2020 Q4	$756K	Sell	5,743 -17,948	-76%	-$2.12M	0.02%	433
2020 Q3	$2.35M	Buy	23,691 +8,294	+54%	+$842K	0.04%	336
2020 Q2	$1.5M	Sell	15,397 -35,896	-70%	-$3.27M	0.04%	271
2020 Q1	$4.21M	Buy	51,293 +38,364	+297%	+$4.3M	0.13%	113
2019 Q4	$1.66M	Buy	12,929 +8,556	+196%	+$1.06M	0.04%	246
2019 Q3	$523K	Buy	4,373 +294	+7%	+$34.7K	0.02%	318
2019 Q2	$491K	Buy	4,079 +943	+30%	+$114K	0.02%	300
2019 Q1	$376K	Buy	3,136 +1,268	+68%	+$151K	0.02%	314
2018 Q4	$202K	Buy	+1,868	New	+$225K	0.03%	381

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

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

VNIM

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

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

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

Avantax Advisory Services's IWN Position: Q2 2025 in Review

Avantax Advisory Services increased its iShares Russell 2000 Value ETF (IWN) stake by 45% in Q2 2025, buying an estimated $1.88M and bringing the position to 40,861 shares worth $6.45M. The position accounts for 0.04% of the portfolio, ranked #368.

Avantax Advisory Services first reported a position in IWN in Q4 2018 and has held it in 27 quarters since. The position peaked at $7.69M in Q4 2022. 964 funds tracked by Wall St. Rank hold IWN as of Q2 2025.

Avantax Advisory Services held 40,861 shares of iShares Russell 2000 Value ETF worth $6.45M as of Q2 2025.
Avantax Advisory Services bought 12,647 iShares Russell 2000 Value ETF shares in Q2 2025, an estimated $1.88M.
iShares Russell 2000 Value ETF made up 0.04% of Avantax Advisory Services's portfolio in Q2 2025, its #368 holding.
Avantax Advisory Services first reported a position in iShares Russell 2000 Value ETF in Q4 2018 and has held it in 27 quarters since.
Avantax Advisory Services's iShares Russell 2000 Value ETF position peaked at $7.69M in Q4 2022.
964 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.