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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
Q2 		$1.5M Sell
9,537
-327
-3% -$68.5K 0.2% 62
2026
Q1 		$1.87M Sell
9,864
-27
-0.3% -$5.23K 0.2% 63
2025
Q4 		$1.79M Buy
+9,891
New +$1.78M 0.2% 64

Other funds holding IWN

Envestnet Asset Management
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
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return

Legacy Edge Advisors's IWN Position: Q2 2026 in Review

Legacy Edge Advisors reduced its iShares Russell 2000 Value ETF (IWN) stake by 3.3% in Q2 2026, selling an estimated $68.5K and leaving 9,537 shares worth $1.5M. The position accounts for 0.2% of the portfolio, ranked #62.

Legacy Edge Advisors first reported a position in IWN in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.87M in Q1 2026. 754 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

  • Legacy Edge Advisors held 9,537 shares of iShares Russell 2000 Value ETF worth $1.5M as of Q2 2026.
  • Legacy Edge Advisors sold 327 iShares Russell 2000 Value ETF shares in Q2 2026, an estimated $68.5K.
  • iShares Russell 2000 Value ETF made up 0.2% of Legacy Edge Advisors's portfolio in Q2 2026, its #62 holding.
  • Legacy Edge Advisors first reported a position in iShares Russell 2000 Value ETF in Q4 2025 and has held it in 3 quarters since.
  • Legacy Edge Advisors's iShares Russell 2000 Value ETF position peaked at $1.87M in Q1 2026.
  • 754 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

Based on Legacy Edge Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.