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NorthAvenue LLC’s iShares Russell 2000 Value ETF IWN Stock Holding History

NorthAvenue LLC’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 		$12.4K Hold
56
– – 0.01% 145
2026
Q1 		$10.6K Hold
56
– – 0.01% 127
2025
Q4 		$10.1K Buy
+56
New +$10.1K 0.01% 134

Other funds holding IWN

VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
HWA
Hillcrest Wealth Advisors Hazlet, New Jersey $279M AUM 21.72% 1-Year Est. Return
LFWA
LBJ Family Wealth Advisors Austin, Texas $196M AUM 22.12% 1-Year Est. Return
HIA
Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return
FHC
First Horizon Corporation Memphis, Tennessee $2.6B AUM 23.72% 1-Year Est. Return

NorthAvenue LLC's IWN Position: Q2 2026 in Review

NorthAvenue LLC held its iShares Russell 2000 Value ETF (IWN) position steady in Q2 2026 at 56 shares worth $12.4K. The position accounts for 0.01% of the portfolio, ranked #145.

NorthAvenue LLC first reported a position in IWN in Q4 2025 and has held it in 3 quarters since. 244 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

  • NorthAvenue LLC held 56 shares of iShares Russell 2000 Value ETF worth $12.4K as of Q2 2026.
  • NorthAvenue LLC left its iShares Russell 2000 Value ETF share count unchanged in Q2 2026.
  • iShares Russell 2000 Value ETF made up 0.01% of NorthAvenue LLC's portfolio in Q2 2026, its #145 holding.
  • NorthAvenue LLC first reported a position in iShares Russell 2000 Value ETF in Q4 2025 and has held it in 3 quarters since.
  • 244 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

Based on NorthAvenue LLC's 13F filing for Q2 2026, filed 21 Jul 2026.