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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
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

DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
HWA
Hillcrest Wealth Advisors Hazlet, New Jersey $279M AUM 21.72% 1-Year Est. Return
SCG
Sonata Capital Group Seattle, Washington $310M AUM 18.96% 1-Year Est. Return

Legacy Advisors's IWN Position: Q2 2026 in Review

Legacy Advisors held its iShares Russell 2000 Value ETF (IWN) position steady in Q2 2026 at 2,654 shares worth $587K. The position accounts for 0.05% of the portfolio, ranked #169.

Legacy Advisors first reported a position in IWN in Q1 2018 and has held it in 11 quarters since. The position peaked at $595K in Q3 2025. 330 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

  • Legacy Advisors held 2,654 shares of iShares Russell 2000 Value ETF worth $587K as of Q2 2026.
  • Legacy Advisors left its iShares Russell 2000 Value ETF share count unchanged in Q2 2026.
  • iShares Russell 2000 Value ETF made up 0.05% of Legacy Advisors's portfolio in Q2 2026, its #169 holding.
  • Legacy Advisors first reported a position in iShares Russell 2000 Value ETF in Q1 2018 and has held it in 11 quarters since.
  • Legacy Advisors's iShares Russell 2000 Value ETF position peaked at $595K in Q3 2025.
  • 330 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

Based on Legacy Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.