Laurel Wealth Advisors (North Carolina)’s iShares Russell 2000 Value ETF IWN Stock Holding History

Laurel Wealth Advisors (North Carolina)’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	$335K	Hold	1,515	–	–	0.03%	169
2026 Q1	$321K	Sell	1,515 -1	-0.1%	-$194	0.03%	169
2025 Q4	$275K	Buy	+1,516	New	+$272K	0.04%	169
2025 Q3	–	Sell	-1,516	Closed	-$239K	–	173
2025 Q2	$239K	Sell	1,516 -37	-2%	-$5.51K	0.04%	180
2025 Q1	$234K	Hold	1,553	–	–	0.04%	165
2024 Q4	$255K	Hold	1,553	–	–	0.04%	158
2024 Q3	$259K	Buy	1,553 +37	+2%	+$6.01K	0.04%	161
2024 Q2	$231K	Hold	1,516	–	–	0.04%	163
2024 Q1	$241K	Buy	1,516 +96	+7%	+$14.5K	0.04%	162
2023 Q4	$220K	Hold	1,420	–	–	0.04%	166
2023 Q3	$192K	Hold	1,420	–	–	0.04%	173
2023 Q2	$200K	Hold	1,420	–	–	0.04%	173
2023 Q1	$194K	Hold	1,420	–	–	0.04%	173
2022 Q4	$197K	Buy	1,420 +1	+0.1%	+$141	0.04%	165
2022 Q3	$183K	Hold	1,419	–	–	0.05%	160
2022 Q2	$193K	Hold	1,419	–	–	0.05%	158
2022 Q1	$229K	Hold	1,419	–	–	0.05%	157
2021 Q4	$236K	Sell	1,419 -30	-2%	-$5K	0.05%	156
2021 Q3	$232K	Hold	1,449	–	–	0.05%	155
2021 Q2	$240K	Hold	1,449	–	–	0.05%	156
2021 Q1	$231K	Buy	1,449 +2	+0.1%	+$302	0.06%	149
2020 Q4	$191K	Buy	1,447 +6	+0.4%	+$708	0.05%	153
2020 Q3	$143K	Buy	1,441 +6	+0.4%	+$609	0.04%	160
2020 Q2	$140K	Hold	1,435	–	–	0.05%	150
2020 Q1	$118K	Hold	1,435	–	–	0.04%	152
2019 Q4	$184K	Sell	1,435 -210	-13%	-$26K	0.06%	144
2019 Q3	$196K	Hold	1,645	–	–	0.07%	140
2019 Q2	$198K	Hold	1,645	–	–	0.07%	140
2019 Q1	$197K	Hold	1,645	–	–	0.07%	136
2018 Q4	$177K	Buy	+1,645	New	+$198K	0.07%	135

Other funds holding IWN

VNIM

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

SGAM

Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return

LFWA

LBJ Family Wealth Advisors Austin, Texas $196M AUM 22.12% 1-Year Est. Return

HIA

Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return

MWM

Marion Wealth Management Monroeville, Pennsylvania $491M AUM 17.01% 1-Year Est. Return

RFA

RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return

UAS

United Asset Strategies Garden City, New York $1.41B AUM 27.73% 1-Year Est. Return

LWM Advisors El Dorado Hills, California $134M AUM 22.23% 1-Year Est. Return

Laurel Wealth Advisors (North Carolina)'s IWN Position: Q2 2026 in Review

Laurel Wealth Advisors (North Carolina) held its iShares Russell 2000 Value ETF (IWN) position steady in Q2 2026 at 1,515 shares worth $335K. The position accounts for 0.03% of the portfolio, ranked #169.

Laurel Wealth Advisors (North Carolina) first reported a position in IWN in Q4 2018 and has held it in 30 quarters since. 183 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

Laurel Wealth Advisors (North Carolina) held 1,515 shares of iShares Russell 2000 Value ETF worth $335K as of Q2 2026.
Laurel Wealth Advisors (North Carolina) left its iShares Russell 2000 Value ETF share count unchanged in Q2 2026.
iShares Russell 2000 Value ETF made up 0.03% of Laurel Wealth Advisors (North Carolina)'s portfolio in Q2 2026, its #169 holding.
Laurel Wealth Advisors (North Carolina) first reported a position in iShares Russell 2000 Value ETF in Q4 2018 and has held it in 30 quarters since.
183 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 17 Jul 2026.