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

LWM 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	$7.93M	Sell	37,856 -644	-2%	-$142K	5.99%	6
2026 Q2	$8.52M	Sell	38,500 -281	-0.7%	-$58.8K	6.35%	6
2026 Q1	$7.35M	Buy	38,781 +622	+2%	+$120K	6.38%	5
2025 Q4	$6.91M	Buy	38,159 +759	+2%	+$136K	6.08%	6
2025 Q3	$6.61M	Buy	37,400 +1,173	+3%	+$198K	5.94%	6
2025 Q2	$5.72M	Sell	36,227 -382	-1%	-$56.9K	5.5%	6
2025 Q1	$5.46M	Buy	36,609 +430	+1%	+$69.5K	5.62%	6
2024 Q4	$5.94M	Buy	+36,179	New	+$6.17M	5.96%	6

Other funds holding IWN

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

Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Courier Capital Buffalo, New York $2.02B AUM 16.74% 1-Year Est. Return

WoodTrust Financial Wisconsin Rapids, Wisconsin $825M AUM 20.13% 1-Year Est. Return

Powell Investment Advisors Miami, Florida $313M AUM 15.34% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return

Leeward Investments Boston, Massachusetts $1.98B AUM 28.98% 1-Year Est. Return

Hillcrest Wealth Advisors Hazlet, New Jersey $282M AUM 11.39% 1-Year Est. Return

LWM Advisors's IWN Position: Q3 2026 in Review

LWM Advisors reduced its iShares Russell 2000 Value ETF (IWN) stake by 1.7% in Q3 2026, selling an estimated $142K and leaving 37,856 shares worth $7.93M. The position accounts for 5.99% of the portfolio, ranked #6.

LWM Advisors first reported a position in IWN in Q4 2024 and has held it in 8 quarters since. The position peaked at $8.52M in Q2 2026. 313 funds tracked by Wall St. Rank hold IWN as of Q3 2026.

LWM Advisors held 37,856 shares of iShares Russell 2000 Value ETF worth $7.93M as of Q3 2026.
LWM Advisors sold 644 iShares Russell 2000 Value ETF shares in Q3 2026, an estimated $142K.
iShares Russell 2000 Value ETF made up 5.99% of LWM Advisors's portfolio in Q3 2026, its #6 holding.
LWM Advisors first reported a position in iShares Russell 2000 Value ETF in Q4 2024 and has held it in 8 quarters since.
LWM Advisors's iShares Russell 2000 Value ETF position peaked at $8.52M in Q2 2026.
313 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q3 2026.

Based on LWM Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.