Integrated Advisors Network’s iShares Russell 2000 Value ETF IWN Stock Holding History

Integrated Advisors Network’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	$1.03M	Sell	5,412 -127	-2%	-$24.6K	0.05%	316
2025 Q4	$1M	Buy	5,539 +25	+0.5%	+$4.49K	0.04%	346
2025 Q3	$975K	Hold	5,514	–	–	0.04%	369
2025 Q2	$870K	Hold	5,514	–	–	0.04%	383
2025 Q1	$833K	Hold	5,514	–	–	0.04%	349
2024 Q4	$905K	Sell	5,514 -200	-4%	-$34.1K	0.04%	321
2024 Q3	$953K	Buy	5,714 +70	+1%	+$11.4K	0.05%	328
2024 Q2	$860K	Sell	5,644 -100	-2%	-$15.3K	0.04%	323
2024 Q1	$912K	Hold	5,744	–	–	0.05%	327
2023 Q4	$892K	Sell	5,744 -224	-4%	-$31K	0.05%	308
2023 Q3	$809K	Sell	5,968 -8	-0.1%	-$1.15K	0.05%	317
2023 Q2	$841K	Buy	5,976 +715	+14%	+$96.7K	0.05%	315
2023 Q1	$721K	Buy	5,261 +80	+2%	+$11.6K	0.04%	343
2022 Q4	$718K	Sell	5,181 -648	-11%	-$91.5K	0.05%	351
2022 Q3	$751K	Sell	5,829 -277	-5%	-$40K	0.05%	324
2022 Q2	$831K	Sell	6,106 -207	-3%	-$30.8K	0.05%	314
2022 Q1	$1.02M	Buy	+6,313	New	+$1.01M	0.06%	303

Other funds holding IWN

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Integrated Advisors Network's IWN Position: Q1 2026 in Review

Integrated Advisors Network reduced its iShares Russell 2000 Value ETF (IWN) stake by 2.3% in Q1 2026, selling an estimated $24.6K and leaving 5,412 shares worth $1.03M. The position accounts for 0.05% of the portfolio, ranked #316.

Integrated Advisors Network first reported a position in IWN in Q1 2022 and has held it in 17 quarters since. 1,029 funds tracked by Wall St. Rank hold IWN as of Q1 2026.

Integrated Advisors Network held 5,412 shares of iShares Russell 2000 Value ETF worth $1.03M as of Q1 2026.
Integrated Advisors Network sold 127 iShares Russell 2000 Value ETF shares in Q1 2026, an estimated $24.6K.
iShares Russell 2000 Value ETF made up 0.05% of Integrated Advisors Network's portfolio in Q1 2026, its #316 holding.
Integrated Advisors Network first reported a position in iShares Russell 2000 Value ETF in Q1 2022 and has held it in 17 quarters since.
1,029 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q1 2026.

Based on Integrated Advisors Network's 13F filing for Q1 2026, filed 28 Apr 2026.