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

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 29.18% 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

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. 1,078 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.
1,078 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.