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

Kingswood Wealth 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	$362K	Sell	1,637 -48	-3%	-$10K	0.01%	710
2026 Q1	$320K	Buy	1,685 +246	+17%	+$47.6K	0.02%	688
2025 Q4	$261K	Buy	+1,439	New	+$258K	0.01%	730
2025 Q1	–	Sell	-1,291	Closed	-$212K	–	778
2024 Q4	$212K	Buy	+1,291	New	+$220K	0.02%	719

Other funds holding IWN

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $15B 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 $29.1B AUM

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Kingswood Wealth Advisors's IWN Position: Q2 2026 in Review

Kingswood Wealth Advisors reduced its iShares Russell 2000 Value ETF (IWN) stake by 2.8% in Q2 2026, selling an estimated $10K and leaving 1,637 shares worth $362K. The position accounts for 0.01% of the portfolio, ranked #710.

Kingswood Wealth Advisors first reported a position in IWN in Q4 2024 and has held it in 4 quarters since. 1,074 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

Kingswood Wealth Advisors held 1,637 shares of iShares Russell 2000 Value ETF worth $362K as of Q2 2026.
Kingswood Wealth Advisors sold 48 iShares Russell 2000 Value ETF shares in Q2 2026, an estimated $10K.
iShares Russell 2000 Value ETF made up 0.01% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #710 holding.
Kingswood Wealth Advisors first reported a position in iShares Russell 2000 Value ETF in Q4 2024 and has held it in 4 quarters since.
1,074 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.