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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

VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
LFWA
LBJ Family Wealth Advisors Austin, Texas $196M AUM 22.12% 1-Year Est. Return
HIA
Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return
MWM
Marion Wealth Management Monroeville, Pennsylvania $491M AUM 17.01% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return
UAS
United Asset Strategies Garden City, New York $1.41B AUM 27.73% 1-Year Est. Return
OE
OFS Enterprise Kearney, Nebraska $392M AUM

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. 183 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.
  • 183 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.