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	$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

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 22.9% 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 Edge Advisors's IWN Position: Q2 2026 in Review

Legacy Edge Advisors reduced its iShares Russell 2000 Value ETF (IWN) stake by 0.82% in Q2 2026, selling an estimated $17K and leaving 9,783 shares worth $2.16M. The position accounts for 0.2% of the portfolio, ranked #67.

Legacy Edge Advisors first reported a position in IWN in Q4 2023 and has held it in 11 quarters since. 1,081 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

Legacy Edge Advisors held 9,783 shares of iShares Russell 2000 Value ETF worth $2.16M as of Q2 2026.
Legacy Edge Advisors sold 81 iShares Russell 2000 Value ETF shares in Q2 2026, an estimated $17K.
iShares Russell 2000 Value ETF made up 0.2% of Legacy Edge Advisors's portfolio in Q2 2026, its #67 holding.
Legacy Edge Advisors first reported a position in iShares Russell 2000 Value ETF in Q4 2023 and has held it in 11 quarters since.
1,081 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.