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

Beacon Investment 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
2026
Q2 		$122K Hold
553
– – ﹤0.01% 307
2026
Q1 		$105K Buy
+553
New +$107K ﹤0.01% 324

Other funds holding IWN

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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
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
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
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

Beacon Investment Advisory Services's IWN Position: Q2 2026 in Review

Beacon Investment Advisory Services held its iShares Russell 2000 Value ETF (IWN) position steady in Q2 2026 at 553 shares worth $122K. The position accounts for ﹤0.01% of the portfolio, ranked #307.

Beacon Investment Advisory Services first reported a position in IWN in Q1 2026 and has held it in 2 quarters since. 1,074 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

  • Beacon Investment Advisory Services held 553 shares of iShares Russell 2000 Value ETF worth $122K as of Q2 2026.
  • Beacon Investment Advisory Services left its iShares Russell 2000 Value ETF share count unchanged in Q2 2026.
  • iShares Russell 2000 Value ETF made up ﹤0.01% of Beacon Investment Advisory Services's portfolio in Q2 2026, its #307 holding.
  • Beacon Investment Advisory Services first reported a position in iShares Russell 2000 Value ETF in Q1 2026 and has held it in 2 quarters since.
  • 1,074 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

Based on Beacon Investment Advisory Services's 13F filing for Q2 2026, filed 8 Jul 2026.