High Probability Advisors
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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
Q3 		– Sell
-905
Closed -$200K – 78
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

Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
Stephens Group Asset Management
Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2.02B AUM 16.74% 1-Year Est. Return
WoodTrust Financial
WoodTrust Financial Wisconsin Rapids, Wisconsin $825M AUM 20.13% 1-Year Est. Return
Aspiriant LLC
Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return
LFWA
LBJ Family Wealth Advisors Austin, Texas $196M AUM 12.84% 1-Year Est. Return
SCG
Sonata Capital Group Seattle, Washington $314M AUM 13.54% 1-Year Est. Return
Harbor Investment Advisory
Harbor Investment Advisory Lutherville, Maryland $1.47B AUM 24.2% 1-Year Est. Return
RTD Financial Advisors
RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return

High Probability Advisors's IWN Position: Q3 2026 in Review

High Probability Advisors sold out of iShares Russell 2000 Value ETF (IWN) in Q3 2026, closing a stake of 905 shares — an estimated $200K sold.

High Probability Advisors first reported a position in IWN in Q3 2023 and held it in 3 quarters. The position peaked at $288K in Q3 2023. 192 funds tracked by Wall St. Rank hold IWN as of Q3 2026.

  • High Probability Advisors reported no remaining iShares Russell 2000 Value ETF position as of Q3 2026 after selling out during the quarter.
  • High Probability Advisors sold 905 iShares Russell 2000 Value ETF shares in Q3 2026, an estimated $200K.
  • High Probability Advisors first reported a position in iShares Russell 2000 Value ETF in Q3 2023 and held it in 3 quarters.
  • High Probability Advisors's iShares Russell 2000 Value ETF position peaked at $288K in Q3 2023.
  • 192 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q3 2026.

Based on High Probability Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.