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

Crewe 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	–	Sell	-353	Closed	-$66.9K	–	1169
2026 Q1	$66.9K	Hold	353	–	–	0.01%	348
2025 Q4	$64K	Hold	353	–	–	0.01%	337
2025 Q3	$62.4K	Buy	+353	New	+$59.6K	0.01%	350
2020 Q1	–	Sell	-242	Closed	-$31K	–	213
2019 Q4	$31K	Hold	242	–	–	0.01%	132
2019 Q3	$29K	Buy	242 +225	+1,324%	+$26.6K	0.01%	145
2019 Q2	$2K	Hold	17	–	–	﹤0.01%	266
2019 Q1	$2K	Hold	17	–	–	﹤0.01%	217
2018 Q4	$2K	Hold	17	–	–	﹤0.01%	216
2018 Q3	$2K	Hold	17	–	–	﹤0.01%	228
2018 Q2	$2K	Hold	17	–	–	﹤0.01%	242
2018 Q1	$2K	Hold	17	–	–	﹤0.01%	258
2017 Q4	$2K	Buy	+17	New	+$2.13K	﹤0.01%	257

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

Crewe Advisors's IWN Position: Q2 2026 in Review

Crewe Advisors sold out of iShares Russell 2000 Value ETF (IWN) in Q2 2026, closing a stake of 353 shares — an estimated $66.9K sold.

Crewe Advisors first reported a position in IWN in Q4 2017 and held it in 12 quarters. The position peaked at $66.9K in Q1 2026. 1,074 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

Crewe Advisors reported no remaining iShares Russell 2000 Value ETF position as of Q2 2026 after selling out during the quarter.
Crewe Advisors sold 353 iShares Russell 2000 Value ETF shares in Q2 2026, an estimated $66.9K.
Crewe Advisors first reported a position in iShares Russell 2000 Value ETF in Q4 2017 and held it in 12 quarters.
Crewe Advisors's iShares Russell 2000 Value ETF position peaked at $66.9K in Q1 2026.
1,074 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

Based on Crewe Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.