HURRICANE CAPITAL ADVISORS LLC’s iShares Russell 2000 Value ETF IWN Stock Holding History

HURRICANE CAPITAL ADVISORS LLC’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	–	Sell	-3,500	Closed	-$664K	–	867
2026 Q1	$664K	Buy	+3,500	New	+$678K	0.21%	97

Other funds holding IWN

Bank of America

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

TIAA Wealth Investment Management

TIAA Wealth Investment Management New York $15B AUM

D.A. Davidson & Co

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

TIAA-CREF Individual & Institutional Services

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Vaughan Nelson Investment Management

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return