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

Emergent Wealth 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	$533K	Buy	2,411 +8	+0.3%	+$1.68K	0.28%	64
2026 Q1	$456K	Buy	2,403 +6	+0.3%	+$1.16K	0.27%	64
2025 Q4	$434K	Buy	2,397 +12	+0.5%	+$2.16K	0.24%	79
2025 Q3	$422K	Buy	2,385 +10	+0.4%	+$1.69K	0.24%	75
2025 Q2	$375K	Buy	2,375 +11	+0.5%	+$1.64K	0.24%	77
2025 Q1	$357K	Buy	2,364 +7	+0.3%	+$1.13K	0.26%	70
2024 Q4	$387K	Buy	2,357 +12	+0.5%	+$2.05K	0.28%	69
2024 Q3	$391K	Sell	2,345 -41	-2%	-$6.66K	0.29%	71
2024 Q2	$363K	Buy	2,386 +10	+0.4%	+$1.53K	0.29%	67
2024 Q1	$377K	Buy	2,376 +8	+0.3%	+$1.21K	0.33%	62
2023 Q4	$368K	Buy	+2,368	New	+$328K	0.34%	59

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

Emergent Wealth Advisors's IWN Position: Q2 2026 in Review

Emergent Wealth Advisors increased its iShares Russell 2000 Value ETF (IWN) stake by 0.33% in Q2 2026, buying an estimated $1.68K and bringing the position to 2,411 shares worth $533K. The position accounts for 0.28% of the portfolio, ranked #64.

Emergent Wealth Advisors first reported a position in IWN in Q4 2023 and has held it in 11 quarters since. 1,073 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

Emergent Wealth Advisors held 2,411 shares of iShares Russell 2000 Value ETF worth $533K as of Q2 2026.
Emergent Wealth Advisors bought 8 iShares Russell 2000 Value ETF shares in Q2 2026, an estimated $1.68K.
iShares Russell 2000 Value ETF made up 0.28% of Emergent Wealth Advisors's portfolio in Q2 2026, its #64 holding.
Emergent Wealth Advisors first reported a position in iShares Russell 2000 Value ETF in Q4 2023 and has held it in 11 quarters since.
1,073 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

Based on Emergent Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.