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

Medallion Wealth 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
Q1 		$5.12K Hold
27
– – ﹤0.01% 865
2025
Q4 		$4.89K Hold
27
– – ﹤0.01% 861
2025
Q3 		$4.77K Hold
27
– – ﹤0.01% 865
2025
Q2 		$4.35K Buy
27
+3
+13% +$447 ﹤0.01% 856
2025
Q1 		$3.62K Hold
24
– – ﹤0.01% 838
2024
Q4 		$3.94K Buy
+24
New +$4.1K ﹤0.01% 772

Other funds holding IWN

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $13.1B 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 $26B AUM
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Medallion Wealth Advisors's IWN Position: Q1 2026 in Review

Medallion Wealth Advisors held its iShares Russell 2000 Value ETF (IWN) position steady in Q1 2026 at 27 shares worth $5.12K. The position accounts for ﹤0.01% of the portfolio, ranked #865.

Medallion Wealth Advisors first reported a position in IWN in Q4 2024 and has held it in 6 quarters since. 1,030 funds tracked by Wall St. Rank hold IWN as of Q1 2026.

  • Medallion Wealth Advisors held 27 shares of iShares Russell 2000 Value ETF worth $5.12K as of Q1 2026.
  • Medallion Wealth Advisors left its iShares Russell 2000 Value ETF share count unchanged in Q1 2026.
  • iShares Russell 2000 Value ETF made up ﹤0.01% of Medallion Wealth Advisors's portfolio in Q1 2026, its #865 holding.
  • Medallion Wealth Advisors first reported a position in iShares Russell 2000 Value ETF in Q4 2024 and has held it in 6 quarters since.
  • 1,030 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.