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

Mutual 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	$1.08M	Sell	4,891 -265	-5%	-$55.5K	0.02%	626
2026 Q1	$977K	Sell	5,156 -1,402	-21%	-$271K	0.02%	611
2025 Q4	$1.19M	Sell	6,558 -88	-1%	-$15.8K	0.03%	521
2025 Q3	$1.19M	Buy	6,646 +469	+8%	+$79.2K	0.03%	502
2025 Q2	$1.02M	Buy	6,177 +2,659	+76%	+$396K	0.03%	502
2025 Q1	$509K	Sell	3,518 -795	-18%	-$128K	0.01%	703
2024 Q4	$717K	Buy	4,313 +884	+26%	+$151K	0.02%	589
2024 Q3	$568K	Buy	3,429 +161	+5%	+$26.2K	0.02%	660
2024 Q2	$554K	Sell	3,268 -725	-18%	-$111K	0.02%	663
2024 Q1	$634K	Buy	3,993 +1,468	+58%	+$222K	0.02%	614
2023 Q4	$392K	Sell	2,525 -42	-2%	-$5.82K	0.01%	729
2023 Q3	$348K	Sell	2,567 -265	-9%	-$38K	0.01%	729
2023 Q2	$399K	Buy	2,832 +1,037	+58%	+$140K	0.02%	713
2023 Q1	$246K	Buy	1,795 +194	+12%	+$28.1K	0.01%	841
2022 Q4	$222K	Buy	+1,601	New	+$226K	0.01%	841
2022 Q3	–	Sell	-1,520	Closed	-$207K	–	911
2022 Q2	$207K	Sell	1,520 -35,499	-96%	-$5.28M	0.01%	782
2022 Q1	$5.97M	Buy	37,019 +14,539	+65%	+$2.32M	0.33%	61
2021 Q4	$3.73M	Buy	+22,480	New	+$3.75M	0.2%	113
2021 Q3	–	Sell	-22,278	Closed	-$3.69M	–	881
2021 Q2	$3.69M	Buy	22,278 +176	+0.8%	+$29K	0.22%	112
2021 Q1	$3.52M	Sell	22,102 -3,530	-14%	-$534K	0.24%	96
2020 Q4	$3.38M	Buy	+25,632	New	+$3.03M	0.25%	89

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 29.18% 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

Mutual Advisors's IWN Position: Q2 2026 in Review

Mutual Advisors reduced its iShares Russell 2000 Value ETF (IWN) stake by 5.1% in Q2 2026, selling an estimated $55.5K and leaving 4,891 shares worth $1.08M. The position accounts for 0.02% of the portfolio, ranked #626.

Mutual Advisors first reported a position in IWN in Q4 2020 and has held it in 21 quarters since. The position peaked at $5.97M in Q1 2022. 1,078 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

Mutual Advisors held 4,891 shares of iShares Russell 2000 Value ETF worth $1.08M as of Q2 2026.
Mutual Advisors sold 265 iShares Russell 2000 Value ETF shares in Q2 2026, an estimated $55.5K.
iShares Russell 2000 Value ETF made up 0.02% of Mutual Advisors's portfolio in Q2 2026, its #626 holding.
Mutual Advisors first reported a position in iShares Russell 2000 Value ETF in Q4 2020 and has held it in 21 quarters since.
Mutual Advisors's iShares Russell 2000 Value ETF position peaked at $5.97M in Q1 2022.
1,078 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

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