New England Private Wealth Advisors’s iShares Russell 2000 Value ETF IWN Stock Holding History

New England Private Wealth 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	$373K	Buy	1,684 +8	+0.5%	+$1.68K	0.04%	158
2026 Q1	$318K	Buy	1,676 +3	+0.2%	+$581	0.04%	155
2025 Q4	$303K	Buy	1,673 +5	+0.3%	+$898	0.04%	152
2025 Q3	$295K	Buy	1,668 +5	+0.3%	+$844	0.04%	151
2025 Q2	$270K	Buy	1,663 +4	+0.2%	+$596	0.04%	140
2025 Q1	$250K	Buy	1,659 +3	+0.2%	+$485	0.04%	130
2024 Q4	$272K	Hold	1,656	–	–	0.04%	128
2024 Q3	$276K	Hold	1,656	–	–	0.04%	127
2024 Q2	$252K	Sell	1,656 -272	-14%	-$41.6K	0.04%	123
2024 Q1	$303K	Buy	1,928 +4	+0.2%	+$606	0.05%	117
2023 Q4	$299K	Buy	1,924 +12	+0.6%	+$1.66K	0.06%	112
2023 Q3	$259K	Buy	1,912 +321	+20%	+$46K	0.05%	104
2023 Q2	$224K	Buy	1,591 +3	+0.2%	+$406	0.05%	103
2023 Q1	$218K	Buy	1,588 +5	+0.3%	+$725	0.04%	102
2022 Q4	$220K	Buy	+1,583	New	+$223K	0.05%	97

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 29.2% 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

New England Private Wealth Advisors's IWN Position: Q2 2026 in Review

New England Private Wealth Advisors increased its iShares Russell 2000 Value ETF (IWN) stake by 0.48% in Q2 2026, buying an estimated $1.68K and bringing the position to 1,684 shares worth $373K. The position accounts for 0.04% of the portfolio, ranked #158.

New England Private Wealth Advisors first reported a position in IWN in Q4 2022 and has held it in 15 quarters since. 1,074 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

New England Private Wealth Advisors held 1,684 shares of iShares Russell 2000 Value ETF worth $373K as of Q2 2026.
New England Private Wealth Advisors bought 8 iShares Russell 2000 Value ETF shares in Q2 2026, an estimated $1.68K.
iShares Russell 2000 Value ETF made up 0.04% of New England Private Wealth Advisors's portfolio in Q2 2026, its #158 holding.
New England Private Wealth Advisors first reported a position in iShares Russell 2000 Value ETF in Q4 2022 and has held it in 15 quarters since.
1,074 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

Based on New England Private Wealth Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.