Foresight Capital Management Advisors’s iShares Russell 2000 Value ETF IWN Stock Holding History

Foresight Capital Management 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	$352K	Buy	1,590 +400	+34%	+$83.7K	0.17%	63
2026 Q1	$226K	Hold	1,190	–	–	0.13%	71
2025 Q4	$216K	Hold	1,190	–	–	0.12%	72
2025 Q3	$210K	Buy	+1,190	New	+$201K	0.12%	71
2024 Q4	–	Sell	-1,528	Closed	-$255K	–	85
2024 Q3	$255K	Hold	1,528	–	–	0.15%	63
2024 Q2	$233K	Buy	+1,528	New	+$234K	0.16%	56

Other funds holding IWN

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return

BPWM

Badgley Phelps Wealth Managers Seattle, Washington $5.71B AUM 30.33% 1-Year Est. Return

Whittier Trust South Pasadena, California $10.2B AUM 33.39% 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 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

WoodTrust Financial Wisconsin Rapids, Wisconsin $842M AUM 28.01% 1-Year Est. Return

Foresight Capital Management Advisors's IWN Position: Q2 2026 in Review

Foresight Capital Management Advisors increased its iShares Russell 2000 Value ETF (IWN) stake by 34% in Q2 2026, buying an estimated $83.7K and bringing the position to 1,590 shares worth $352K. The position accounts for 0.17% of the portfolio, ranked #63.

Foresight Capital Management Advisors first reported a position in IWN in Q2 2024 and has held it in 6 quarters since. 497 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

Foresight Capital Management Advisors held 1,590 shares of iShares Russell 2000 Value ETF worth $352K as of Q2 2026.
Foresight Capital Management Advisors bought 400 iShares Russell 2000 Value ETF shares in Q2 2026, an estimated $83.7K.
iShares Russell 2000 Value ETF made up 0.17% of Foresight Capital Management Advisors's portfolio in Q2 2026, its #63 holding.
Foresight Capital Management Advisors first reported a position in iShares Russell 2000 Value ETF in Q2 2024 and has held it in 6 quarters since.
497 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

Based on Foresight Capital Management Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.