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

Milestone Investment 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	$16.7K	Hold	76	–	–	﹤0.01%	123
2026 Q1	$14.4K	Hold	76	–	–	﹤0.01%	123
2025 Q4	$13.7K	Hold	76	–	–	﹤0.01%	122
2025 Q3	$13.4K	Hold	76	–	–	﹤0.01%	115
2025 Q2	$11.9K	Hold	76	–	–	﹤0.01%	115
2025 Q1	$11.4K	Hold	76	–	–	﹤0.01%	118
2024 Q4	$12.4K	Hold	76	–	–	﹤0.01%	118
2024 Q3	$12.6K	Hold	76	–	–	﹤0.01%	117
2024 Q2	$11.5K	Hold	76	–	–	﹤0.01%	116
2024 Q1	$12K	Hold	76	–	–	﹤0.01%	114
2023 Q4	$11.8K	Hold	76	–	–	﹤0.01%	113
2023 Q3	$10.3K	Hold	76	–	–	﹤0.01%	293
2023 Q2	$10.7K	Hold	76	–	–	﹤0.01%	106
2023 Q1	$10.4K	Hold	76	–	–	﹤0.01%	296
2022 Q4	$10.5K	Buy	+76	New	+$10.7K	﹤0.01%	104

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

Milestone Investment Advisors's IWN Position: Q2 2026 in Review

Milestone Investment Advisors held its iShares Russell 2000 Value ETF (IWN) position steady in Q2 2026 at 76 shares worth $16.7K. The position accounts for ﹤0.01% of the portfolio, ranked #123.

Milestone Investment Advisors first reported a position in IWN in Q4 2022 and has held it in 15 quarters since. 1,075 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

Milestone Investment Advisors held 76 shares of iShares Russell 2000 Value ETF worth $16.7K as of Q2 2026.
Milestone Investment Advisors left its iShares Russell 2000 Value ETF share count unchanged in Q2 2026.
iShares Russell 2000 Value ETF made up ﹤0.01% of Milestone Investment Advisors's portfolio in Q2 2026, its #123 holding.
Milestone Investment Advisors first reported a position in iShares Russell 2000 Value ETF in Q4 2022 and has held it in 15 quarters since.
1,075 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

Based on Milestone Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.