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Insigneo Advisory Services’s iShares Russell 2000 Value ETF IWN Stock Holding History

Insigneo Advisory Services’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 		$311K Sell
1,638
-831
-34% -$161K 0.02% 491
2025
Q4 		$447K Buy
2,469
+981
+66% +$176K 0.03% 394
2025
Q3 		$263K Buy
+1,488
New +$251K 0.02% 546

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 $18.1B AUM 24.63% 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

Insigneo Advisory Services's IWN Position: Q1 2026 in Review

Insigneo Advisory Services reduced its iShares Russell 2000 Value ETF (IWN) stake by 34% in Q1 2026, selling an estimated $161K and leaving 1,638 shares worth $311K. The position accounts for 0.02% of the portfolio, ranked #491.

Insigneo Advisory Services first reported a position in IWN in Q3 2025 and has held it in 3 quarters since. The position peaked at $447K in Q4 2025. 1,029 funds tracked by Wall St. Rank hold IWN as of Q1 2026.

  • Insigneo Advisory Services held 1,638 shares of iShares Russell 2000 Value ETF worth $311K as of Q1 2026.
  • Insigneo Advisory Services sold 831 iShares Russell 2000 Value ETF shares in Q1 2026, an estimated $161K.
  • iShares Russell 2000 Value ETF made up 0.02% of Insigneo Advisory Services's portfolio in Q1 2026, its #491 holding.
  • Insigneo Advisory Services first reported a position in iShares Russell 2000 Value ETF in Q3 2025 and has held it in 3 quarters since.
  • Insigneo Advisory Services's iShares Russell 2000 Value ETF position peaked at $447K in Q4 2025.
  • 1,029 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q1 2026.

Based on Insigneo Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.