AWE
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Avidian Wealth Enterprises’s iShares Russell 2000 Value ETF IWN Stock Holding History

Avidian Wealth Enterprises’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 		$276K Buy
1,318
+188
+17% +$41.6K 0.01% 632
2026
Q2 		$250K Sell
1,130
-144
-11% -$30.1K 0.01% 646
2026
Q1 		$241K Buy
+1,274
New +$247K 0.01% 596

Other funds holding IWN

SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return
WF
WoodTrust Financial Wisconsin Rapids, Wisconsin $825M AUM 20.13% 1-Year Est. Return
LFWA
LBJ Family Wealth Advisors Austin, Texas $196M AUM 12.84% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return
LA
LWM Advisors El Dorado Hills, California $132M AUM 13.37% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
FCM
Fell Capital Management Newport Beach, California $116M AUM 17.16% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AB
Atlas Brown Louisville, Kentucky $379M AUM 27.6% 1-Year Est. Return

Avidian Wealth Enterprises's IWN Position: Q3 2026 in Review

Avidian Wealth Enterprises increased its iShares Russell 2000 Value ETF (IWN) stake by 17% in Q3 2026, buying an estimated $41.6K and bringing the position to 1,318 shares worth $276K. The position accounts for 0.01% of the portfolio, ranked #632.

Avidian Wealth Enterprises first reported a position in IWN in Q1 2026 and has held it in 3 quarters since. 57 funds tracked by Wall St. Rank hold IWN as of Q3 2026.

  • Avidian Wealth Enterprises held 1,318 shares of iShares Russell 2000 Value ETF worth $276K as of Q3 2026.
  • Avidian Wealth Enterprises bought 188 iShares Russell 2000 Value ETF shares in Q3 2026, an estimated $41.6K.
  • iShares Russell 2000 Value ETF made up 0.01% of Avidian Wealth Enterprises's portfolio in Q3 2026, its #632 holding.
  • Avidian Wealth Enterprises first reported a position in iShares Russell 2000 Value ETF in Q1 2026 and has held it in 3 quarters since.
  • 57 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q3 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2026, filed 8 Oct 2026.