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Financial Solutions Advisory Group’s iShares Russell 2000 Value ETF IWN Stock Holding History

Financial Solutions Advisory Group’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 		$604K Hold
2,750
– – 0.08% 98
2026
Q1 		$521K Buy
+2,750
New +$532K 0.07% 105

Other funds holding IWN

VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
HWA
Hillcrest Wealth Advisors Hazlet, New Jersey $279M AUM 21.72% 1-Year Est. Return
LFWA
LBJ Family Wealth Advisors Austin, Texas $196M AUM 22.12% 1-Year Est. Return
HIA
Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return
FHC
First Horizon Corporation Memphis, Tennessee $2.6B AUM 23.72% 1-Year Est. Return

Financial Solutions Advisory Group's IWN Position: Q2 2026 in Review

Financial Solutions Advisory Group held its iShares Russell 2000 Value ETF (IWN) position steady in Q2 2026 at 2,750 shares worth $604K. The position accounts for 0.08% of the portfolio, ranked #98.

Financial Solutions Advisory Group first reported a position in IWN in Q1 2026 and has held it in 2 quarters since. 283 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

  • Financial Solutions Advisory Group held 2,750 shares of iShares Russell 2000 Value ETF worth $604K as of Q2 2026.
  • Financial Solutions Advisory Group left its iShares Russell 2000 Value ETF share count unchanged in Q2 2026.
  • iShares Russell 2000 Value ETF made up 0.08% of Financial Solutions Advisory Group's portfolio in Q2 2026, its #98 holding.
  • Financial Solutions Advisory Group first reported a position in iShares Russell 2000 Value ETF in Q1 2026 and has held it in 2 quarters since.
  • 283 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

Based on Financial Solutions Advisory Group's 13F filing for Q2 2026, filed 13 Jul 2026.