Diversify Advisory Services’s iShares Russell 2000 Value ETF IWN Stock Holding History
Bought
Maintained
Sold
Other funds holding IWN
LFWA
Diversify Advisory Services's IWN Position: Q3 2026 in Review
Diversify Advisory Services increased its iShares Russell 2000 Value ETF (IWN) stake by 1% in Q3 2026, buying an estimated $21K and bringing the position to 9,209 shares worth $1.94M. The position accounts for 0.03% of the portfolio, ranked #453.
Diversify Advisory Services first reported a position in IWN in Q1 2024 and has held it in 5 quarters since. The position peaked at $2.02M in Q2 2026. 230 funds tracked by Wall St. Rank hold IWN as of Q3 2026.
- Diversify Advisory Services held 9,209 shares of iShares Russell 2000 Value ETF worth $1.94M as of Q3 2026.
- Diversify Advisory Services bought 95 iShares Russell 2000 Value ETF shares in Q3 2026, an estimated $21K.
- iShares Russell 2000 Value ETF made up 0.03% of Diversify Advisory Services's portfolio in Q3 2026, its #453 holding.
- Diversify Advisory Services first reported a position in iShares Russell 2000 Value ETF in Q1 2024 and has held it in 5 quarters since.
- Diversify Advisory Services's iShares Russell 2000 Value ETF position peaked at $2.02M in Q2 2026.
- 230 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q3 2026.
Based on Diversify Advisory Services's 13F filing for Q3 2026, filed 20 Oct 2026.