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

Concurrent Investment 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 		$1.24M Buy
5,588
+3,387
+154% +$709K 0.01% 914
2026
Q1 		$417K Sell
2,201
-126
-5% -$24.4K ﹤0.01% 1303
2025
Q4 		$422K Buy
2,327
+1,121
+93% +$201K ﹤0.01% 1227
2025
Q3 		$213K Sell
1,206
-167
-12% -$28.2K ﹤0.01% 1328
2025
Q2 		$217K Sell
1,373
-383
-22% -$57K ﹤0.01% 1232
2025
Q1 		$265K Buy
1,756
+168
+11% +$27.1K 0.01% 985
2024
Q4 		$261K Sell
1,588
-57
-3% -$9.73K 0.01% 883
2024
Q3 		$274K Sell
1,645
-7,781
-83% -$1.26M 0.01% 814
2024
Q2 		$1.44M Buy
9,426
+1,077
+13% +$165K 0.05% 356
2024
Q1 		$1.33M Sell
8,349
-9,015
-52% -$1.37M 0.05% 323
2023
Q4 		$2.7M Buy
+17,364
New +$2.41M 0.13% 174

Other funds holding IWN

DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return
BPWM
Badgley Phelps Wealth Managers Seattle, Washington $5.71B AUM 30.33% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 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
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
WF
WoodTrust Financial Wisconsin Rapids, Wisconsin $842M AUM 28.01% 1-Year Est. Return

Concurrent Investment Advisors's IWN Position: Q2 2026 in Review

Concurrent Investment Advisors increased its iShares Russell 2000 Value ETF (IWN) stake by 154% in Q2 2026, buying an estimated $709K and bringing the position to 5,588 shares worth $1.24M. The position accounts for 0.01% of the portfolio, ranked #914.

Concurrent Investment Advisors first reported a position in IWN in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.7M in Q4 2023. 497 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

  • Concurrent Investment Advisors held 5,588 shares of iShares Russell 2000 Value ETF worth $1.24M as of Q2 2026.
  • Concurrent Investment Advisors bought 3,387 iShares Russell 2000 Value ETF shares in Q2 2026, an estimated $709K.
  • iShares Russell 2000 Value ETF made up 0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #914 holding.
  • Concurrent Investment Advisors first reported a position in iShares Russell 2000 Value ETF in Q4 2023 and has held it in 11 quarters since.
  • Concurrent Investment Advisors's iShares Russell 2000 Value ETF position peaked at $2.7M in Q4 2023.
  • 497 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.