New Age Alpha Advisors
IWN icon

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
Q3 		$231K Buy
+1,104
New +$244K 0.01% 738
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

TIAA Wealth Investment Management
TIAA Wealth Investment Management New York $16.6B AUM
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 21.87% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return
TIAA-CREF Individual & Institutional Services
TIAA-CREF Individual & Institutional Services New York $29.5B AUM
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Cassaday & Co Wealth Management
Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

New Age Alpha Advisors's IWN Position: Q3 2026 in Review

New Age Alpha Advisors opened a new position in iShares Russell 2000 Value ETF (IWN) in Q3 2026: 1,104 shares worth $231K. The stake represents 0.01% of the portfolio and ranks #738 among its holdings. This is a return to the name: New Age Alpha Advisors previously reported a position in IWN as recently as Q1 2026.

New Age Alpha Advisors first reported a position in IWN in Q4 2024 and has held it in 7 quarters since. The position peaked at $676K in Q2 2025. 860 funds tracked by Wall St. Rank hold IWN as of Q3 2026.

  • New Age Alpha Advisors held 1,104 shares of iShares Russell 2000 Value ETF worth $231K as of Q3 2026.
  • iShares Russell 2000 Value ETF was a new New Age Alpha Advisors position in Q3 2026.
  • iShares Russell 2000 Value ETF made up 0.01% of New Age Alpha Advisors's portfolio in Q3 2026, its #738 holding.
  • New Age Alpha Advisors first reported a position in iShares Russell 2000 Value ETF in Q4 2024 and has held it in 7 quarters since.
  • New Age Alpha Advisors's iShares Russell 2000 Value ETF position peaked at $676K in Q2 2025.
  • 860 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q3 2026.

Based on New Age Alpha Advisors's 13F filing for Q3 2026, filed 12 Nov 2026.