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 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

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 22.96% 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 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

LWM Advisors's IWN Position: Q2 2026 in Review

LWM Advisors reduced its iShares Russell 2000 Value ETF (IWN) stake by 0.72% in Q2 2026, selling an estimated $58.8K and leaving 38,500 shares worth $8.52M. The position accounts for 6.35% of the portfolio, ranked #6.

LWM Advisors first reported a position in IWN in Q4 2024 and has held it in 7 quarters since. 1,078 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

LWM Advisors held 38,500 shares of iShares Russell 2000 Value ETF worth $8.52M as of Q2 2026.
LWM Advisors sold 281 iShares Russell 2000 Value ETF shares in Q2 2026, an estimated $58.8K.
iShares Russell 2000 Value ETF made up 6.35% of LWM Advisors's portfolio in Q2 2026, its #6 holding.
LWM Advisors first reported a position in iShares Russell 2000 Value ETF in Q4 2024 and has held it in 7 quarters since.
1,078 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

Based on LWM Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.