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CGN Advisors’s iShares Russell 2000 Value ETF IWN Stock Holding History

CGN Advisors’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 		$262K Hold
1,183
– – 0.02% 292
2026
Q1 		$224K Hold
1,183
– – 0.02% 304
2025
Q4 		$214K Hold
1,183
– – 0.02% 304
2025
Q3 		$209K Buy
+1,183
New +$200K 0.02% 301

Other funds holding IWN

VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
SGAM
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
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
LFWA
LBJ Family Wealth Advisors Austin, Texas $196M AUM 22.12% 1-Year Est. Return
HIA
Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return
MWM
Marion Wealth Management Monroeville, Pennsylvania $491M AUM 17.01% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return
UAS
United Asset Strategies Garden City, New York $1.41B AUM 27.73% 1-Year Est. Return
LA
LWM Advisors El Dorado Hills, California $134M AUM 22.23% 1-Year Est. Return

CGN Advisors's IWN Position: Q2 2026 in Review

CGN Advisors held its iShares Russell 2000 Value ETF (IWN) position steady in Q2 2026 at 1,183 shares worth $262K. The position accounts for 0.02% of the portfolio, ranked #292.

CGN Advisors first reported a position in IWN in Q3 2025 and has held it in 4 quarters since. 173 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

  • CGN Advisors held 1,183 shares of iShares Russell 2000 Value ETF worth $262K as of Q2 2026.
  • CGN Advisors left its iShares Russell 2000 Value ETF share count unchanged in Q2 2026.
  • iShares Russell 2000 Value ETF made up 0.02% of CGN Advisors's portfolio in Q2 2026, its #292 holding.
  • CGN Advisors first reported a position in iShares Russell 2000 Value ETF in Q3 2025 and has held it in 4 quarters since.
  • 173 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

Based on CGN Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.