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

EverSource 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	$540K	Sell	2,443 -47,153	-95%	-$9.87M	0.02%	536
2026 Q1	$9.4M	Buy	49,596 +48,506	+4,450%	+$9.39M	0.29%	72
2025 Q4	$198K	Buy	1,090 +118	+12%	+$21.2K	0.01%	955
2025 Q3	$172K	Buy	+972	New	+$164K	0.01%	990
2025 Q2	–	Sell	-6,585	Closed	-$994K	–	4309
2025 Q1	$994K	Sell	6,585 -7,142	-52%	-$1.15M	0.05%	247
2024 Q4	$2.25M	Buy	13,727 +552	+4%	+$94.2K	0.13%	136
2024 Q3	$2.2M	Sell	13,175 -1,174	-8%	-$191K	0.14%	131
2024 Q2	$2.46M	Buy	14,349 +2,564	+22%	+$392K	0.16%	116
2024 Q1	$1.76M	Buy	11,785 +11,430	+3,220%	+$1.73M	0.14%	131
2023 Q4	$55.1K	Hold	355	–	–	0.01%	861
2023 Q3	$48.1K	Buy	355 +7	+2%	+$1K	0.01%	823
2023 Q2	$49K	Sell	348 -780	-69%	-$105K	0.01%	842
2023 Q1	$155K	Hold	1,128	–	–	0.02%	428
2022 Q4	$156K	Buy	+1,128	New	+$159K	0.02%	390
2022 Q1	–	Sell	-48	Closed	-$8K	–	1778
2021 Q4	$8K	Buy	+48	New	+$8K	﹤0.01%	1052

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 29.18% 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

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

EverSource Wealth Advisors reduced its iShares Russell 2000 Value ETF (IWN) stake by 95% in Q2 2026, selling an estimated $9.87M and leaving 2,443 shares worth $540K. The position accounts for 0.02% of the portfolio, ranked #536.

EverSource Wealth Advisors first reported a position in IWN in Q4 2021 and has held it in 15 quarters since. The position peaked at $9.4M in Q1 2026. 1,078 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

EverSource Wealth Advisors held 2,443 shares of iShares Russell 2000 Value ETF worth $540K as of Q2 2026.
EverSource Wealth Advisors sold 47,153 iShares Russell 2000 Value ETF shares in Q2 2026, an estimated $9.87M.
iShares Russell 2000 Value ETF made up 0.02% of EverSource Wealth Advisors's portfolio in Q2 2026, its #536 holding.
EverSource Wealth Advisors first reported a position in iShares Russell 2000 Value ETF in Q4 2021 and has held it in 15 quarters since.
EverSource Wealth Advisors's iShares Russell 2000 Value ETF position peaked at $9.4M in Q1 2026.
1,078 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

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