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New Age Alpha Advisors’s iShares Russell 2000 Value ETF IWN Stock Holding History

New Age Alpha 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 		$604K Buy
3,187
+430
+16% +$83.2K 0.03% 474
2025
Q4 		$500K Buy
2,757
+825
+43% +$148K 0.02% 484
2025
Q3 		$342K Sell
1,932
-2,355
-55% -$398K 0.01% 545
2025
Q2 		$676K Buy
4,287
+2,361
+123% +$352K 0.03% 456
2025
Q1 		$291K Sell
1,926
-150
-7% -$24.2K 0.01% 584
2024
Q4 		$341K Buy
+2,076
New +$354K 0.01% 583

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

New Age Alpha Advisors's IWN Position: Q1 2026 in Review

New Age Alpha Advisors increased its iShares Russell 2000 Value ETF (IWN) stake by 16% in Q1 2026, buying an estimated $83.2K and bringing the position to 3,187 shares worth $604K. The position accounts for 0.03% of the portfolio, ranked #474.

New Age Alpha Advisors first reported a position in IWN in Q4 2024 and has held it in 6 quarters since. The position peaked at $676K in Q2 2025. 1,028 funds tracked by Wall St. Rank hold IWN as of Q1 2026.

  • New Age Alpha Advisors held 3,187 shares of iShares Russell 2000 Value ETF worth $604K as of Q1 2026.
  • New Age Alpha Advisors bought 430 iShares Russell 2000 Value ETF shares in Q1 2026, an estimated $83.2K.
  • iShares Russell 2000 Value ETF made up 0.03% of New Age Alpha Advisors's portfolio in Q1 2026, its #474 holding.
  • New Age Alpha Advisors first reported a position in iShares Russell 2000 Value ETF in Q4 2024 and has held it in 6 quarters since.
  • New Age Alpha Advisors's iShares Russell 2000 Value ETF position peaked at $676K in Q2 2025.
  • 1,028 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q1 2026.

Based on New Age Alpha Advisors's 13F filing for Q1 2026, filed 11 May 2026.