EWA
IWN icon

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
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $13.1B AUM
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

EverSource Wealth Advisors's IWN Position: Q1 2026 in Review

EverSource Wealth Advisors increased its iShares Russell 2000 Value ETF (IWN) stake by 4,450% in Q1 2026, buying an estimated $9.39M and bringing the position to 49,596 shares worth $9.4M. The position accounts for 0.29% of the portfolio, ranked #72.

EverSource Wealth Advisors first reported a position in IWN in Q4 2021 and has held it in 14 quarters since. 1,028 funds tracked by Wall St. Rank hold IWN as of Q1 2026.

  • EverSource Wealth Advisors held 49,596 shares of iShares Russell 2000 Value ETF worth $9.4M as of Q1 2026.
  • EverSource Wealth Advisors bought 48,506 iShares Russell 2000 Value ETF shares in Q1 2026, an estimated $9.39M.
  • iShares Russell 2000 Value ETF made up 0.29% of EverSource Wealth Advisors's portfolio in Q1 2026, its #72 holding.
  • EverSource Wealth Advisors first reported a position in iShares Russell 2000 Value ETF in Q4 2021 and has held it in 14 quarters since.
  • 1,028 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.