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

LexAurum 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 		$376K Sell
1,698
-11
-0.6% -$2.3K 0.04% 303
2026
Q1 		$324K Buy
+1,709
New +$331K 0.04% 311
2025
Q3 		$303K Buy
1,711
+47
+3% +$7.93K 0.04% 291
2025
Q2 		$263K Buy
1,664
+93
+6% +$13.8K 0.04% 302
2025
Q1 		$237K Hold
1,571
– – 0.05% 306
2024
Q4 		$258K Buy
+1,571
New +$268K 0.05% 285

Other funds holding IWN

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
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

LexAurum Advisors's IWN Position: Q2 2026 in Review

LexAurum Advisors reduced its iShares Russell 2000 Value ETF (IWN) stake by 0.64% in Q2 2026, selling an estimated $2.3K and leaving 1,698 shares worth $376K. The position accounts for 0.04% of the portfolio, ranked #303.

LexAurum Advisors first reported a position in IWN in Q4 2024 and has held it in 6 quarters since. 1,075 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

  • LexAurum Advisors held 1,698 shares of iShares Russell 2000 Value ETF worth $376K as of Q2 2026.
  • LexAurum Advisors sold 11 iShares Russell 2000 Value ETF shares in Q2 2026, an estimated $2.3K.
  • iShares Russell 2000 Value ETF made up 0.04% of LexAurum Advisors's portfolio in Q2 2026, its #303 holding.
  • LexAurum Advisors first reported a position in iShares Russell 2000 Value ETF in Q4 2024 and has held it in 6 quarters since.
  • 1,075 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

Based on LexAurum Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.