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

Fortis Capital 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	$239K	Sell	1,081 -23	-2%	-$4.82K	0.03%	366
2026 Q1	$209K	Buy	+1,104	New	+$214K	0.03%	353
2023 Q2	–	Sell	-222	Closed	-$30.4K	–	374
2023 Q1	$30.4K	Buy	+222	New	+$32.2K	0.02%	354

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

Fortis Capital Advisors's IWN Position: Q2 2026 in Review

Fortis Capital Advisors reduced its iShares Russell 2000 Value ETF (IWN) stake by 2.1% in Q2 2026, selling an estimated $4.82K and leaving 1,081 shares worth $239K. The position accounts for 0.03% of the portfolio, ranked #366.

Fortis Capital Advisors first reported a position in IWN in Q1 2023 and has held it in 3 quarters since. 1,074 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

Fortis Capital Advisors held 1,081 shares of iShares Russell 2000 Value ETF worth $239K as of Q2 2026.
Fortis Capital Advisors sold 23 iShares Russell 2000 Value ETF shares in Q2 2026, an estimated $4.82K.
iShares Russell 2000 Value ETF made up 0.03% of Fortis Capital Advisors's portfolio in Q2 2026, its #366 holding.
Fortis Capital Advisors first reported a position in iShares Russell 2000 Value ETF in Q1 2023 and has held it in 3 quarters since.
1,074 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

Based on Fortis Capital Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.