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

Fortis Group 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	$8.66M	Sell	39,164 -17	-0%	-$3.56K	1.38%	15
2026 Q1	$8.14M	Buy	39,181 +21,692	+124%	+$4.2M	1.35%	13
2025 Q4	$3.39M	Buy	17,489 +27	+0.2%	+$4.85K	0.57%	45
2025 Q3	$3.09M	Buy	17,462 +5,625	+48%	+$950K	0.53%	51
2025 Q2	$1.9M	Sell	11,837 -8,358	-41%	-$1.24M	0.34%	71
2025 Q1	$3.05M	Sell	20,195 -522	-3%	-$84.3K	0.59%	51
2024 Q4	$3.4M	Buy	20,717 +267	+1%	+$45.6K	0.63%	48
2024 Q3	$3.41M	Buy	+20,450	New	+$3.32M	0.63%	47
2020 Q3	$297K	Buy	+3,000	New	+$305K	0.06%	141

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 Group Advisors's IWN Position: Q2 2026 in Review

Fortis Group Advisors reduced its iShares Russell 2000 Value ETF (IWN) stake by 0.04% in Q2 2026, selling an estimated $3.56K and leaving 39,164 shares worth $8.66M. The position accounts for 1.38% of the portfolio, ranked #15.

Fortis Group Advisors first reported a position in IWN in Q3 2020 and has held it in 9 quarters since. 1,074 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

Fortis Group Advisors held 39,164 shares of iShares Russell 2000 Value ETF worth $8.66M as of Q2 2026.
Fortis Group Advisors sold 17 iShares Russell 2000 Value ETF shares in Q2 2026, an estimated $3.56K.
iShares Russell 2000 Value ETF made up 1.38% of Fortis Group Advisors's portfolio in Q2 2026, its #15 holding.
Fortis Group Advisors first reported a position in iShares Russell 2000 Value ETF in Q3 2020 and has held it in 9 quarters since.
1,074 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

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