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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
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
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 $16.5B AUM 19.94% 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

Mutual Advisors's IWN Position: Q1 2026 in Review

Mutual Advisors reduced its iShares Russell 2000 Value ETF (IWN) stake by 21% in Q1 2026, selling an estimated $271K and leaving 5,156 shares worth $977K. The position accounts for 0.02% of the portfolio, ranked #611.

Mutual Advisors first reported a position in IWN in Q4 2020 and has held it in 20 quarters since. The position peaked at $5.97M in Q1 2022. 1,028 funds tracked by Wall St. Rank hold IWN as of Q1 2026.

  • Mutual Advisors held 5,156 shares of iShares Russell 2000 Value ETF worth $977K as of Q1 2026.
  • Mutual Advisors sold 1,402 iShares Russell 2000 Value ETF shares in Q1 2026, an estimated $271K.
  • iShares Russell 2000 Value ETF made up 0.02% of Mutual Advisors's portfolio in Q1 2026, its #611 holding.
  • Mutual Advisors first reported a position in iShares Russell 2000 Value ETF in Q4 2020 and has held it in 20 quarters since.
  • Mutual Advisors's iShares Russell 2000 Value ETF position peaked at $5.97M in Q1 2022.
  • 1,028 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q1 2026.

Based on Mutual Advisors's 13F filing for Q1 2026, filed 4 May 2026.