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

OneDigital Investment 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 		$3.95M Buy
17,868
+119
+0.7% +$24.9K 0.03% 351
2026
Q1 		$3.36M Sell
17,749
-24
-0.1% -$4.65K 0.03% 352
2025
Q4 		$3.22M Hold
17,773
– – 0.03% 357
2025
Q3 		$3.14M Buy
17,773
+1,343
+8% +$227K 0.03% 328
2025
Q2 		$2.59M Buy
16,430
+536
+3% +$79.8K 0.03% 363
2025
Q1 		$2.4M Hold
15,894
– – 0.03% 360
2024
Q4 		$2.61M Buy
15,894
+35
+0.2% +$5.97K 0.03% 360
2024
Q3 		$2.65M Sell
15,859
-415
-3% -$67.4K 0.03% 374
2024
Q2 		$2.48M Buy
16,274
+13,728
+539% +$2.1M 0.03% 370
2024
Q1 		$404K Buy
2,546
+1
+0% +$151 0.01% 816
2023
Q4 		$395K Buy
2,545
+160
+7% +$22.2K 0.01% 811
2023
Q3 		$323K Buy
2,385
+2
+0.1% +$287 0.01% 787
2023
Q2 		$336K Sell
2,383
-250
-9% -$33.8K 0.01% 782
2023
Q1 		$361K Buy
2,633
+632
+32% +$91.6K 0.01% 711
2022
Q4 		$277K Buy
2,001
+135
+7% +$19.1K 0.01% 693
2022
Q3 		$241K Sell
1,866
-501
-21% -$72.4K 0.01% 657
2022
Q2 		$322K Sell
2,367
-206
-8% -$30.7K 0.01% 541
2022
Q1 		$415K Buy
2,573
+843
+49% +$134K 0.02% 498
2021
Q4 		$287K Buy
1,730
+72
+4% +$12K 0.01% 613
2021
Q3 		$266K Sell
1,658
-54
-3% -$8.68K 0.01% 604
2021
Q2 		$284K Buy
+1,712
New +$282K 0.01% 571
2019
Q3 		– Sell
-21
Closed -$3K – 860
2019
Q2 		$3K Buy
+21
New +$2.54K ﹤0.01% 1101
2018
Q4 		– Sell
-146
Closed -$19K – 1198
2018
Q3 		$19K Buy
+146
New +$19.7K ﹤0.01% 687
2018
Q2 		– Sell
-419
Closed -$51K – 1340
2018
Q1 		$51K Buy
419
+1
+0.2% +$125 0.01% 507
2017
Q4 		$53K Buy
418
+4
+1% +$500 0.01% 487
2017
Q3 		$51K Buy
414
+2
+0.5% +$236 0.02% 381
2017
Q2 		$49K Buy
+412
New +$48.4K 0.01% 482

Other funds holding IWN

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
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
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
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

OneDigital Investment Advisors's IWN Position: Q2 2026 in Review

OneDigital Investment Advisors increased its iShares Russell 2000 Value ETF (IWN) stake by 0.67% in Q2 2026, buying an estimated $24.9K and bringing the position to 17,868 shares worth $3.95M. The position accounts for 0.03% of the portfolio, ranked #351.

OneDigital Investment Advisors first reported a position in IWN in Q2 2017 and has held it in 27 quarters since. 1,074 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

  • OneDigital Investment Advisors held 17,868 shares of iShares Russell 2000 Value ETF worth $3.95M as of Q2 2026.
  • OneDigital Investment Advisors bought 119 iShares Russell 2000 Value ETF shares in Q2 2026, an estimated $24.9K.
  • iShares Russell 2000 Value ETF made up 0.03% of OneDigital Investment Advisors's portfolio in Q2 2026, its #351 holding.
  • OneDigital Investment Advisors first reported a position in iShares Russell 2000 Value ETF in Q2 2017 and has held it in 27 quarters since.
  • 1,074 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

Based on OneDigital Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.