Integrated Advisors Network
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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
Q3 		$1.11M Sell
5,318
-142
-3% -$31.4K 0.05% 303
2026
Q2 		$1.21M Buy
5,460
+48
+0.9% +$10K 0.06% 289
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

M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 21.87% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Cassaday & Co Wealth Management
Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
Badgley Phelps Wealth Managers
Badgley Phelps Wealth Managers Seattle, Washington $5.8B AUM 25.34% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Integrated Advisors Network's IWN Position: Q3 2026 in Review

Integrated Advisors Network reduced its iShares Russell 2000 Value ETF (IWN) stake by 2.6% in Q3 2026, selling an estimated $31.4K and leaving 5,318 shares worth $1.11M. The position accounts for 0.05% of the portfolio, ranked #303.

Integrated Advisors Network first reported a position in IWN in Q1 2022 and has held it in 19 quarters since. The position peaked at $1.21M in Q2 2026. 755 funds tracked by Wall St. Rank hold IWN as of Q3 2026.

  • Integrated Advisors Network held 5,318 shares of iShares Russell 2000 Value ETF worth $1.11M as of Q3 2026.
  • Integrated Advisors Network sold 142 iShares Russell 2000 Value ETF shares in Q3 2026, an estimated $31.4K.
  • iShares Russell 2000 Value ETF made up 0.05% of Integrated Advisors Network's portfolio in Q3 2026, its #303 holding.
  • Integrated Advisors Network first reported a position in iShares Russell 2000 Value ETF in Q1 2022 and has held it in 19 quarters since.
  • Integrated Advisors Network's iShares Russell 2000 Value ETF position peaked at $1.21M in Q2 2026.
  • 755 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q3 2026.

Based on Integrated Advisors Network's 13F filing for Q3 2026, filed 20 Oct 2026.