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High Probability Advisors’s iShares Russell 2000 Value ETF IWN Stock Holding History

High Probability 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 		$200K Buy
+905
New +$189K 0.02% 73
2024
Q1 		– Sell
-1,351
Closed -$210K – 58
2023
Q4 		$210K Sell
1,351
-776
-36% -$107K 0.04% 52
2023
Q3 		$288K Buy
+2,127
New +$305K 0.06% 43

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
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 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
MWM
Marion Wealth Management Monroeville, Pennsylvania $491M AUM 17.01% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return
UAS
United Asset Strategies Garden City, New York $1.41B AUM 27.73% 1-Year Est. Return
LA
LWM Advisors El Dorado Hills, California $134M AUM 22.23% 1-Year Est. Return

High Probability Advisors's IWN Position: Q2 2026 in Review

High Probability Advisors opened a new position in iShares Russell 2000 Value ETF (IWN) in Q2 2026: 905 shares worth $200K. The stake represents 0.02% of the portfolio and ranks #73 among its holdings. This is a return to the name: High Probability Advisors previously reported a position in IWN as recently as Q4 2023.

High Probability Advisors first reported a position in IWN in Q3 2023 and has held it in 3 quarters since. The position peaked at $288K in Q3 2023. 183 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

  • High Probability Advisors held 905 shares of iShares Russell 2000 Value ETF worth $200K as of Q2 2026.
  • iShares Russell 2000 Value ETF was a new High Probability Advisors position in Q2 2026.
  • iShares Russell 2000 Value ETF made up 0.02% of High Probability Advisors's portfolio in Q2 2026, its #73 holding.
  • High Probability Advisors first reported a position in iShares Russell 2000 Value ETF in Q3 2023 and has held it in 3 quarters since.
  • High Probability Advisors's iShares Russell 2000 Value ETF position peaked at $288K in Q3 2023.
  • 183 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

Based on High Probability Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.