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

Invested 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
Q2 		$522K Buy
2,361
+9
+0.4% +$1.88K 0.46% 57
2026
Q1 		$446K Buy
2,352
+111
+5% +$21.5K 0.45% 64
2025
Q4 		$406K Buy
+2,241
New +$403K 0.42% 70

Other funds holding IWN

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return
BPWM
Badgley Phelps Wealth Managers Seattle, Washington $5.71B AUM 30.33% 1-Year Est. Return
CL
Choreo LLC Rockford, Illinois $9.11B AUM 26.3% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return

Invested Advisors's IWN Position: Q2 2026 in Review

Invested Advisors increased its iShares Russell 2000 Value ETF (IWN) stake by 0.38% in Q2 2026, buying an estimated $1.88K and bringing the position to 2,361 shares worth $522K. The position accounts for 0.46% of the portfolio, ranked #57.

Invested Advisors first reported a position in IWN in Q4 2025 and has held it in 3 quarters since. 606 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

  • Invested Advisors held 2,361 shares of iShares Russell 2000 Value ETF worth $522K as of Q2 2026.
  • Invested Advisors bought 9 iShares Russell 2000 Value ETF shares in Q2 2026, an estimated $1.88K.
  • iShares Russell 2000 Value ETF made up 0.46% of Invested Advisors's portfolio in Q2 2026, its #57 holding.
  • Invested Advisors first reported a position in iShares Russell 2000 Value ETF in Q4 2025 and has held it in 3 quarters since.
  • 606 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

Based on Invested Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.