N.E.W. Advisory Services’s iShares Russell 2000 Value ETF IWN Stock Holding History

N.E.W. Advisory Services’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	$463K	Hold	2,092	–	–	0.03%	147
2026 Q1	$397K	Hold	2,092	–	–	0.03%	149
2025 Q4	$379K	Sell	2,092 -91	-4%	-$16.3K	0.03%	154
2025 Q3	$386K	Hold	2,183	–	–	0.03%	130
2025 Q2	$344K	Hold	2,183	–	–	0.03%	140
2025 Q1	$330K	Buy	2,183 +479	+28%	+$77.4K	0.03%	161
2024 Q4	$280K	Sell	1,704 -78	-4%	-$13.3K	0.03%	161
2024 Q3	$297K	Sell	1,782 -425	-19%	-$69K	0.03%	144
2024 Q2	$336K	Hold	2,207	–	–	0.04%	131
2024 Q1	$350K	Hold	2,207	–	–	0.04%	124
2023 Q4	$343K	Hold	2,207	–	–	0.04%	124
2023 Q3	$299K	Hold	2,207	–	–	0.04%	122
2023 Q2	$311K	Sell	2,207 -72	-3%	-$9.73K	0.04%	106
2023 Q1	$312K	Hold	2,279	–	–	0.05%	106
2022 Q4	$316K	Sell	2,279 -92	-4%	-$13K	0.05%	100
2022 Q3	$306K	Hold	2,371	–	–	0.06%	98
2022 Q2	$323K	Sell	2,371 -3,021	-56%	-$450K	0.06%	95
2022 Q1	$859K	Buy	5,392 +2,116	+65%	+$337K	0.16%	60
2021 Q4	$544K	Sell	3,276 -460	-12%	-$76.7K	0.08%	77
2021 Q3	$599K	Sell	3,736 -489	-12%	-$78.6K	0.1%	73
2021 Q2	$700K	Sell	4,225 -1,168	-22%	-$193K	0.12%	71
2021 Q1	$873K	Sell	5,393 -2,338	-30%	-$353K	0.16%	61
2020 Q4	$1.01M	Buy	+7,731	New	+$913K	0.21%	53

Other funds holding IWN

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return

N.E.W. Advisory Services's IWN Position: Q2 2026 in Review

N.E.W. Advisory Services held its iShares Russell 2000 Value ETF (IWN) position steady in Q2 2026 at 2,092 shares worth $463K. The position accounts for 0.03% of the portfolio, ranked #147.

N.E.W. Advisory Services first reported a position in IWN in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.01M in Q4 2020. 779 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

N.E.W. Advisory Services held 2,092 shares of iShares Russell 2000 Value ETF worth $463K as of Q2 2026.
N.E.W. Advisory Services left its iShares Russell 2000 Value ETF share count unchanged in Q2 2026.
iShares Russell 2000 Value ETF made up 0.03% of N.E.W. Advisory Services's portfolio in Q2 2026, its #147 holding.
N.E.W. Advisory Services first reported a position in iShares Russell 2000 Value ETF in Q4 2020 and has held it in 23 quarters since.
N.E.W. Advisory Services's iShares Russell 2000 Value ETF position peaked at $1.01M in Q4 2020.
779 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

Based on N.E.W. Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.