Heritage Wealth Advisors’s iShares Russell 2000 Value ETF IWN Stock Holding History

Heritage 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 Q2	$664K	Hold	3,000	–	–	0.02%	118
2026 Q1	$569K	Sell	3,000 -600	-17%	-$116K	0.02%	116
2025 Q4	$652K	Hold	3,600	–	–	0.02%	129
2025 Q3	$637K	Hold	3,600	–	–	0.03%	113
2025 Q2	$568K	Hold	3,600	–	–	0.03%	121
2025 Q1	$544K	Sell	3,600 -400	-10%	-$64.6K	0.03%	119
2024 Q4	$657K	Hold	4,000	–	–	0.03%	115
2024 Q3	$667K	Sell	4,000 -60	-1%	-$9.75K	0.03%	119
2024 Q2	$618K	Hold	4,060	–	–	0.03%	121
2024 Q1	$645K	Hold	4,060	–	–	0.03%	126
2023 Q4	$631K	Hold	4,060	–	–	0.03%	127
2023 Q3	$550K	Hold	4,060	–	–	0.03%	127
2023 Q2	$572K	Hold	4,060	–	–	0.03%	122
2023 Q1	$556K	Hold	4,060	–	–	0.03%	123
2022 Q4	$563K	Hold	4,060	–	–	0.03%	122
2022 Q3	$523K	Sell	4,060 -579	-12%	-$83.7K	0.04%	116
2022 Q2	$632K	Hold	4,639	–	–	0.04%	104
2022 Q1	$749K	Hold	4,639	–	–	0.04%	101
2021 Q4	$770K	Hold	4,639	–	–	0.04%	113
2021 Q3	$743K	Hold	4,639	–	–	0.05%	107
2021 Q2	$769K	Hold	4,639	–	–	0.05%	106
2021 Q1	$740K	Hold	4,639	–	–	0.04%	109
2020 Q4	$611K	Hold	4,639	–	–	0.04%	117
2020 Q3	$461K	Hold	4,639	–	–	0.06%	97
2020 Q2	$452K	Hold	4,639	–	–	0.06%	90
2020 Q1	$381K	Sell	4,639 -34,949	-88%	-$3.92M	0.07%	92
2019 Q4	$5.09M	Sell	39,588 -1,199	-3%	-$148K	0.67%	23
2019 Q3	$4.87M	Sell	40,787 -1,208	-3%	-$143K	0.72%	19
2019 Q2	$5.06M	Buy	41,995 +4,639	+12%	+$560K	0.78%	16
2019 Q1	$4.48M	Sell	37,356 -788	-2%	-$94.1K	0.74%	19
2018 Q4	$4.1M	Buy	+38,144	New	+$4.59M	0.8%	15

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

Heritage Wealth Advisors's IWN Position: Q2 2026 in Review

Heritage Wealth Advisors held its iShares Russell 2000 Value ETF (IWN) position steady in Q2 2026 at 3,000 shares worth $664K. The position accounts for 0.02% of the portfolio, ranked #118.

Heritage Wealth Advisors first reported a position in IWN in Q4 2018 and has held it in 31 quarters since. The position peaked at $5.09M in Q4 2019. 1,074 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

Heritage Wealth Advisors held 3,000 shares of iShares Russell 2000 Value ETF worth $664K as of Q2 2026.
Heritage Wealth Advisors left its iShares Russell 2000 Value ETF share count unchanged in Q2 2026.
iShares Russell 2000 Value ETF made up 0.02% of Heritage Wealth Advisors's portfolio in Q2 2026, its #118 holding.
Heritage Wealth Advisors first reported a position in iShares Russell 2000 Value ETF in Q4 2018 and has held it in 31 quarters since.
Heritage Wealth Advisors's iShares Russell 2000 Value ETF position peaked at $5.09M in Q4 2019.
1,074 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

Based on Heritage Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.