Diversify Advisory Services’s iShares Russell 2000 Value ETF IWN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$2.02M Buy
+9,114
New +$1.91M 0.03% 407
2024
Q4
Sell
-2,070
Closed -$344K 658
2024
Q3
$344K Sell
2,070
-43
-2% -$6.99K 0.02% 466
2024
Q2
$318K Buy
2,113
+8
+0.4% +$1.22K 0.02% 490
2024
Q1
$331K Buy
+2,105
New +$319K 0.02% 512

Other funds holding IWN

Diversify Advisory Services's IWN Position: Q2 2026 in Review

Diversify Advisory Services opened a new position in iShares Russell 2000 Value ETF (IWN) in Q2 2026: 9,114 shares worth $2.02M. The stake represents 0.03% of the portfolio and ranks #407 among its holdings. This is a return to the name: Diversify Advisory Services previously reported a position in IWN as recently as Q3 2024.

Diversify Advisory Services first reported a position in IWN in Q1 2024 and has held it in 4 quarters since. 1,078 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

  • Diversify Advisory Services held 9,114 shares of iShares Russell 2000 Value ETF worth $2.02M as of Q2 2026.
  • iShares Russell 2000 Value ETF was a new Diversify Advisory Services position in Q2 2026.
  • iShares Russell 2000 Value ETF made up 0.03% of Diversify Advisory Services's portfolio in Q2 2026, its #407 holding.
  • Diversify Advisory Services first reported a position in iShares Russell 2000 Value ETF in Q1 2024 and has held it in 4 quarters since.
  • 1,078 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

Based on Diversify Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.