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

Legacy 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 Q3	$654K	Buy	3,123 +469	+18%	+$104K	0.06%	154
2026 Q2	$587K	Hold	2,654	–	–	0.05%	169
2026 Q1	$503K	Sell	2,654 -295	-10%	-$57.1K	0.06%	159
2025 Q4	$534K	Sell	2,949 -414	-12%	-$74.4K	0.06%	159
2025 Q3	$595K	Buy	+3,363	New	+$568K	0.07%	132
2023 Q3	–	Sell	-4,167	Closed	-$587K	–	287
2023 Q2	$587K	Buy	+4,167	New	+$563K	0.09%	160
2019 Q4	–	Sell	-1,691	Closed	-$202K	–	134
2019 Q3	$202K	Buy	1,691 +300	+22%	+$35.4K	0.15%	107
2019 Q2	$168K	Sell	1,391 -3	-0.2%	-$362	0.11%	120
2019 Q1	$167K	Buy	+1,394	New	+$167K	0.05%	123
2018 Q4	–	Sell	-1,391	Closed	-$186K	–	245
2018 Q3	$186K	Buy	1,391 +800	+135%	+$108K	0.09%	141
2018 Q2	$78K	Hold	591	–	–	0.06%	148
2018 Q1	$73K	Buy	+591	New	+$74K	0.05%	135

Other funds holding IWN

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

Badgley Phelps Wealth Managers Seattle, Washington $5.8B AUM 25.34% 1-Year Est. Return

Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Courier Capital Buffalo, New York $2.02B AUM 16.74% 1-Year Est. Return

WoodTrust Financial Wisconsin Rapids, Wisconsin $825M AUM 20.13% 1-Year Est. Return

Powell Investment Advisors Miami, Florida $313M AUM 15.34% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return

Leeward Investments Boston, Massachusetts $1.98B AUM 28.98% 1-Year Est. Return

Hillcrest Wealth Advisors Hazlet, New Jersey $282M AUM 11.39% 1-Year Est. Return

Legacy Advisors's IWN Position: Q3 2026 in Review

Legacy Advisors increased its iShares Russell 2000 Value ETF (IWN) stake by 18% in Q3 2026, buying an estimated $104K and bringing the position to 3,123 shares worth $654K. The position accounts for 0.06% of the portfolio, ranked #154.

Legacy Advisors first reported a position in IWN in Q1 2018 and has held it in 12 quarters since. 306 funds tracked by Wall St. Rank hold IWN as of Q3 2026.

Legacy Advisors held 3,123 shares of iShares Russell 2000 Value ETF worth $654K as of Q3 2026.
Legacy Advisors bought 469 iShares Russell 2000 Value ETF shares in Q3 2026, an estimated $104K.
iShares Russell 2000 Value ETF made up 0.06% of Legacy Advisors's portfolio in Q3 2026, its #154 holding.
Legacy Advisors first reported a position in iShares Russell 2000 Value ETF in Q1 2018 and has held it in 12 quarters since.
306 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q3 2026.

Based on Legacy Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.