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NewEdge Advisors’s iShares Russell 2000 Value ETF IWN Stock Holding History

NewEdge 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 		$5.65M Buy
29,799
+8,554
+40% +$1.66M 0.02% 639
2025
Q4 		$3.85M Buy
21,245
+2,433
+13% +$437K 0.01% 773
2025
Q3 		$3.33M Buy
18,812
+815
+5% +$138K 0.02% 782
2025
Q2 		$2.84M Sell
17,997
-3,528
-16% -$525K 0.01% 777
2025
Q1 		$3.25M Sell
21,525
-2,236
-9% -$361K 0.02% 653
2024
Q4 		$3.9M Buy
23,761
+3,147
+15% +$537K 0.02% 585
2024
Q3 		$3.44M Sell
20,614
-3,740
-15% -$608K 0.02% 599
2024
Q2 		$3.71M Sell
24,354
-2,538
-9% -$388K 0.03% 539
2024
Q1 		$4.27M Buy
26,892
+2,367
+10% +$358K 0.04% 434
2023
Q4 		$3.77M Sell
24,525
-7,117
-22% -$986K 0.04% 437
2023
Q3 		$4.29M Sell
31,642
-18,890
-37% -$2.71M 0.05% 359
2023
Q2 		$7.11M Sell
50,532
-1,384
-3% -$187K 0.08% 244
2023
Q1 		$7.09M Sell
51,916
-8,286
-14% -$1.2M 0.09% 229
2022
Q4 		$7.49M Buy
60,202
+6,154
+11% +$869K 0.2% 118
2022
Q3 		$6.97M Buy
54,048
+3,510
+7% +$507K 0.11% 188
2022
Q2 		$6.88M Buy
50,538
+13,632
+37% +$2.03M 0.11% 185
2022
Q1 		$5.96M Buy
36,906
+862
+2% +$137K 0.1% 211
2021
Q4 		$5.98M Buy
36,044
+21,479
+147% +$3.58M 0.09% 217
2021
Q3 		$2.33M Buy
14,565
+2,691
+23% +$432K 0.06% 287
2021
Q2 		$1.97M Buy
11,874
+861
+8% +$142K 0.05% 315
2021
Q1 		$1.76M Buy
11,013
+7,800
+243% +$1.18M 0.05% 312
2020
Q4 		$423K Buy
+3,213
New +$379K 0.01% 661
2020
Q1 		– Sell
-2,206
Closed -$283K – 838
2019
Q4 		$283K Buy
2,206
+231
+12% +$28.6K 0.01% 674
2019
Q3 		$238K Buy
+1,975
New +$233K 0.01% 700
2017
Q3 		– Sell
-307
Closed -$36.1K – 733
2017
Q2 		$36.1K Buy
+307
New +$36.1K 0.01% 600

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

NewEdge Advisors's IWN Position: Q1 2026 in Review

NewEdge Advisors increased its iShares Russell 2000 Value ETF (IWN) stake by 40% in Q1 2026, buying an estimated $1.66M and bringing the position to 29,799 shares worth $5.65M. The position accounts for 0.02% of the portfolio, ranked #639.

NewEdge Advisors first reported a position in IWN in Q2 2017 and has held it in 25 quarters since. The position peaked at $7.49M in Q4 2022. 1,028 funds tracked by Wall St. Rank hold IWN as of Q1 2026.

  • NewEdge Advisors held 29,799 shares of iShares Russell 2000 Value ETF worth $5.65M as of Q1 2026.
  • NewEdge Advisors bought 8,554 iShares Russell 2000 Value ETF shares in Q1 2026, an estimated $1.66M.
  • iShares Russell 2000 Value ETF made up 0.02% of NewEdge Advisors's portfolio in Q1 2026, its #639 holding.
  • NewEdge Advisors first reported a position in iShares Russell 2000 Value ETF in Q2 2017 and has held it in 25 quarters since.
  • NewEdge Advisors's iShares Russell 2000 Value ETF position peaked at $7.49M in Q4 2022.
  • 1,028 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.