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 Q2	–	Sell	-3,187	Closed	-$604K	–	961
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 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

New Age Alpha Advisors's IWN Position: Q2 2026 in Review

New Age Alpha Advisors sold out of iShares Russell 2000 Value ETF (IWN) in Q2 2026, closing a stake of 3,187 shares — an estimated $604K sold.

New Age Alpha Advisors first reported a position in IWN in Q4 2024 and held it in 6 quarters. The position peaked at $676K in Q2 2025. 1,080 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

New Age Alpha Advisors reported no remaining iShares Russell 2000 Value ETF position as of Q2 2026 after selling out during the quarter.
New Age Alpha Advisors sold 3,187 iShares Russell 2000 Value ETF shares in Q2 2026, an estimated $604K.
New Age Alpha Advisors first reported a position in iShares Russell 2000 Value ETF in Q4 2024 and held it in 6 quarters.
New Age Alpha Advisors's iShares Russell 2000 Value ETF position peaked at $676K in Q2 2025.
1,080 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

Based on New Age Alpha Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.