IAA
IWN icon

Independent Advisor Alliance’s iShares Russell 2000 Value ETF IWN Stock Holding History

Independent Advisor Alliance’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
Q1 		$1.93M Buy
10,192
+7,759
+319% +$1.5M 0.02% 567
2025
Q4 		$441K Buy
2,433
+320
+15% +$57.5K 0.01% 686
2025
Q3 		$374K Sell
2,113
-858
-29% -$145K 0.01% 707
2025
Q2 		$469K Buy
2,971
+1,563
+111% +$233K 0.01% 606
2025
Q1 		$213K Sell
1,408
-7,862
-85% -$1.27M 0.01% 757
2024
Q4 		$1.52M Buy
+9,270
New +$1.58M 0.02% 592
2020
Q1 		– Sell
-7,270
Closed -$935K – 640
2019
Q4 		$935K Buy
+7,270
New +$899K 0.04% 386

Other funds holding IWN

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $13.1B AUM
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Independent Advisor Alliance's IWN Position: Q1 2026 in Review

Independent Advisor Alliance increased its iShares Russell 2000 Value ETF (IWN) stake by 319% in Q1 2026, buying an estimated $1.5M and bringing the position to 10,192 shares worth $1.93M. The position accounts for 0.02% of the portfolio, ranked #567.

Independent Advisor Alliance first reported a position in IWN in Q4 2019 and has held it in 7 quarters since. 1,028 funds tracked by Wall St. Rank hold IWN as of Q1 2026.

  • Independent Advisor Alliance held 10,192 shares of iShares Russell 2000 Value ETF worth $1.93M as of Q1 2026.
  • Independent Advisor Alliance bought 7,759 iShares Russell 2000 Value ETF shares in Q1 2026, an estimated $1.5M.
  • iShares Russell 2000 Value ETF made up 0.02% of Independent Advisor Alliance's portfolio in Q1 2026, its #567 holding.
  • Independent Advisor Alliance first reported a position in iShares Russell 2000 Value ETF in Q4 2019 and has held it in 7 quarters since.
  • 1,028 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.