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

Maxele 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	$1.2M	Buy	+5,434	New	+$1.14M	0.84%	35
2025 Q4	$962K	Buy	5,308 +176	+3%	+$31.6K	0.78%	38
2025 Q3	$907K	Buy	5,132 +158	+3%	+$26.7K	0.78%	39
2025 Q2	$785K	Sell	4,974 -34	-0.7%	-$5.06K	0.68%	43
2025 Q1	$756K	Sell	5,008 -76	-1%	-$12.3K	0.73%	41
2024 Q4	$835K	Buy	+5,084	New	+$868K	0.8%	39
2022 Q3	$640K	Sell	4,968 -81	-2%	-$11.7K	1.08%	27
2022 Q2	$687K	Sell	5,049 -625	-11%	-$93K	1.08%	28
2022 Q1	$916K	Sell	5,674 -969	-15%	-$154K	1.14%	28
2021 Q4	$1.1M	Buy	+6,643	New	+$1.11M	1.27%	23

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 29.2% 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

Maxele Advisors's IWN Position: Q2 2026 in Review

Maxele Advisors opened a new position in iShares Russell 2000 Value ETF (IWN) in Q2 2026: 5,434 shares worth $1.2M. The stake represents 0.84% of the portfolio and ranks #35 among its holdings. This is a return to the name: Maxele Advisors previously reported a position in IWN as recently as Q4 2025.

Maxele Advisors first reported a position in IWN in Q4 2021 and has held it in 10 quarters since. 1,075 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

Maxele Advisors held 5,434 shares of iShares Russell 2000 Value ETF worth $1.2M as of Q2 2026.
iShares Russell 2000 Value ETF was a new Maxele Advisors position in Q2 2026.
iShares Russell 2000 Value ETF made up 0.84% of Maxele Advisors's portfolio in Q2 2026, its #35 holding.
Maxele Advisors first reported a position in iShares Russell 2000 Value ETF in Q4 2021 and has held it in 10 quarters since.
1,075 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

Based on Maxele Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.