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

Legacy Edge 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	$1.89M	Sell	9,001 -782	-8%	-$173K	0.17%	75
2026 Q2	$2.16M	Sell	9,783 -81	-0.8%	-$17K	0.2%	67
2026 Q1	$1.87M	Sell	9,864 -27	-0.3%	-$5.23K	0.2%	63
2025 Q4	$1.79M	Sell	9,891 -246	-2%	-$44.2K	0.2%	64
2025 Q3	$1.79M	Buy	10,137 +600	+6%	+$101K	0.21%	59
2025 Q2	$1.5M	Sell	9,537 -832	-8%	-$124K	0.2%	62
2025 Q1	$1.57M	Buy	10,369 +557	+6%	+$90K	0.24%	53
2024 Q4	$1.61M	Sell	9,812 -341	-3%	-$58.2K	0.26%	52
2024 Q3	$1.69M	Buy	10,153 +325	+3%	+$52.8K	0.27%	49
2024 Q2	$1.5M	Buy	9,828 +1,720	+21%	+$263K	0.28%	51
2024 Q1	$1.29M	Sell	8,108 -1,707	-17%	-$259K	0.27%	53
2023 Q4	$1.52M	Buy	+9,815	New	+$1.36M	0.35%	51

Other funds holding IWN

M&T Bank Buffalo, New York $34.1B AUM 21.87% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return

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

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Legacy Edge Advisors's IWN Position: Q3 2026 in Review

Legacy Edge Advisors reduced its iShares Russell 2000 Value ETF (IWN) stake by 8% in Q3 2026, selling an estimated $173K and leaving 9,001 shares worth $1.89M. The position accounts for 0.17% of the portfolio, ranked #75.

Legacy Edge Advisors first reported a position in IWN in Q4 2023 and has held it in 12 quarters since. The position peaked at $2.16M in Q2 2026. 755 funds tracked by Wall St. Rank hold IWN as of Q3 2026.

Legacy Edge Advisors held 9,001 shares of iShares Russell 2000 Value ETF worth $1.89M as of Q3 2026.
Legacy Edge Advisors sold 782 iShares Russell 2000 Value ETF shares in Q3 2026, an estimated $173K.
iShares Russell 2000 Value ETF made up 0.17% of Legacy Edge Advisors's portfolio in Q3 2026, its #75 holding.
Legacy Edge Advisors first reported a position in iShares Russell 2000 Value ETF in Q4 2023 and has held it in 12 quarters since.
Legacy Edge Advisors's iShares Russell 2000 Value ETF position peaked at $2.16M in Q2 2026.
755 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q3 2026.

Based on Legacy Edge Advisors's 13F filing for Q3 2026, filed 6 Nov 2026.