Capital Advantage’s iShares Russell 2000 Value ETF IWN Stock Holding History

Capital Advantage’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	$339K	Buy	1,531 +6	+0.4%	+$1.26K	0.04%	116
2026 Q1	$289K	Hold	1,525	–	–	0.04%	126
2025 Q4	$276K	Sell	1,525 -38	-2%	-$6.83K	0.04%	129
2025 Q3	$276K	Buy	1,563 +3	+0.2%	+$506	0.04%	121
2025 Q2	$246K	Sell	1,560 -922	-37%	-$137K	0.04%	124
2025 Q1	$407K	Hold	2,482	–	–	0.07%	94
2024 Q4	$407K	Buy	+2,482	New	+$424K	0.07%	94

Other funds holding IWN

Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

LBJ Family Wealth Advisors Austin, Texas $196M AUM 22.12% 1-Year Est. Return

Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return

RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return

United Asset Strategies Garden City, New York $1.41B AUM 27.73% 1-Year Est. Return

LWM Advisors El Dorado Hills, California $134M AUM 22.23% 1-Year Est. Return

OFS Enterprise Kearney, Nebraska $392M AUM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Mullaney, Keating & Wright Middletown, Connecticut $207M AUM 26.34% 1-Year Est. Return