Avior Wealth Management’s iShares Russell 2000 Value ETF IWN Stock Holding History

Avior 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	$791K	Buy	3,578 +6	+0.2%	+$1.26K	0.02%	414
2026 Q1	$677K	Sell	3,572 -135	-4%	-$26.1K	0.02%	447
2025 Q4	$672K	Buy	3,707 +85	+2%	+$15.3K	0.02%	389
2025 Q3	$640K	Sell	3,622 -111	-3%	-$18.7K	0.02%	392
2025 Q2	$589K	Sell	3,733 -259	-6%	-$38.6K	0.02%	395
2025 Q1	$603K	Sell	3,992 -154	-4%	-$24.9K	0.02%	357
2024 Q4	$681K	Sell	4,146 -336	-7%	-$57.3K	0.02%	367
2024 Q3	$748K	Sell	4,482 -170	-4%	-$27.6K	0.03%	350
2024 Q2	$709K	Sell	4,652 -7,099	-60%	-$1.09M	0.03%	347
2024 Q1	$1.87M	Buy	11,751 +10,878	+1,246%	+$1.65M	0.09%	167
2023 Q4	$136K	Hold	873	–	–	0.01%	570
2023 Q3	$118K	Hold	873	–	–	0.01%	599
2023 Q2	$123K	Sell	873 -94	-10%	-$12.7K	0.01%	598
2023 Q1	$132K	Buy	967 +13	+1%	+$1.88K	0.01%	592
2022 Q4	$132K	Hold	954	–	–	0.01%	509
2022 Q3	$123K	Buy	954 +68	+8%	+$9.83K	0.01%	505
2022 Q2	$120K	Hold	886	–	–	0.01%	475
2022 Q1	$143K	Hold	886	–	–	0.01%	468
2021 Q4	$147K	Hold	886	–	–	0.01%	458
2021 Q3	$141K	Buy	886 +13	+1%	+$2.09K	0.01%	451
2021 Q2	$144K	Hold	873	–	–	0.01%	431
2021 Q1	$139K	Hold	873	–	–	0.01%	429
2020 Q4	$115K	Hold	873	–	–	0.01%	427
2020 Q3	$86K	Hold	873	–	–	0.01%	466
2020 Q2	$85K	Hold	873	–	–	0.01%	448
2020 Q1	$71K	Buy	+873	New	+$97.9K	0.01%	435
2018 Q3	–	Sell	-31	Closed	-$4K	–	749
2018 Q2	$4K	Hold	31	–	–	﹤0.01%	666
2018 Q1	$4K	Buy	+31	New	+$3.88K	﹤0.01%	646

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 29.2% 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

Avior Wealth Management's IWN Position: Q2 2026 in Review

Avior Wealth Management increased its iShares Russell 2000 Value ETF (IWN) stake by 0.17% in Q2 2026, buying an estimated $1.26K and bringing the position to 3,578 shares worth $791K. The position accounts for 0.02% of the portfolio, ranked #414.

Avior Wealth Management first reported a position in IWN in Q1 2018 and has held it in 28 quarters since. The position peaked at $1.87M in Q1 2024. 1,074 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

Avior Wealth Management held 3,578 shares of iShares Russell 2000 Value ETF worth $791K as of Q2 2026.
Avior Wealth Management bought 6 iShares Russell 2000 Value ETF shares in Q2 2026, an estimated $1.26K.
iShares Russell 2000 Value ETF made up 0.02% of Avior Wealth Management's portfolio in Q2 2026, its #414 holding.
Avior Wealth Management first reported a position in iShares Russell 2000 Value ETF in Q1 2018 and has held it in 28 quarters since.
Avior Wealth Management's iShares Russell 2000 Value ETF position peaked at $1.87M in Q1 2024.
1,074 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.