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

Powell 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
Q1 		$21.9M Buy
115,437
+1,289
+1% +$250K 7.54% 3
2025
Q4 		$20.7M Buy
114,148
+150
+0.1% +$26.9K 7.12% 3
2025
Q3 		$20.2M Sell
113,998
-1,111
-1% -$188K 7.05% 3
2025
Q2 		$18.2M Buy
115,109
+17,829
+18% +$2.65M 6.81% 3
2025
Q1 		$14.7M Buy
97,280
+3,803
+4% +$614K 7.21% 3
2024
Q4 		$15.3M Buy
93,477
+1,728
+2% +$295K 7.11% 3
2024
Q3 		$15.3M Buy
91,749
+12,509
+16% +$2.03M 7.15% 3
2024
Q2 		$12.1M Buy
79,240
+2,164
+3% +$331K 6.25% 3
2024
Q1 		$12.2M Sell
77,076
-613
-0.8% -$92.8K 6.46% 3
2023
Q4 		$12.1M Sell
77,689
-2,616
-3% -$362K 6.67% 3
2023
Q3 		$11M Buy
80,305
+331
+0.4% +$47.5K 6.59% 3
2023
Q2 		$11.3M Sell
79,974
-4,175
-5% -$565K 6.58% 3
2023
Q1 		$11.5M Buy
84,149
+3
+0% +$435 6.42% 3
2022
Q4 		$11.7M Buy
84,146
+1,106
+1% +$156K 6.77% 3
2022
Q3 		$10.7M Sell
83,040
-13,856
-14% -$2M 7.02% 3
2022
Q2 		$13.2M Buy
96,896
+5,391
+6% +$802K 8% 3
2022
Q1 		$14.8M Buy
91,505
+8,044
+10% +$1.28M 8.6% 3
2021
Q4 		$13.9M Buy
83,461
+2,175
+3% +$362K 7.88% 3
2021
Q3 		$13M Sell
81,286
-1,328
-2% -$213K 8.04% 3
2021
Q2 		$13.7M Buy
82,614
+2,355
+3% +$388K 8.41% 3
2021
Q1 		$12.8M Buy
80,259
+7,219
+10% +$1.09M 8.37% 3
2020
Q4 		$9.62M Buy
73,040
+1,412
+2% +$167K 7.32% 4
2020
Q3 		$7.12M Buy
71,628
+8,826
+14% +$896K 6.1% 4
2020
Q2 		$6.12M Buy
62,802
+17,447
+38% +$1.59M 5.92% 4
2020
Q1 		$3.72M Buy
45,355
+9,962
+28% +$1.12M 4.51% 8
2019
Q4 		$4.55M Buy
+35,393
New +$4.38M 4.74% 7

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

Powell Investment Advisors's IWN Position: Q1 2026 in Review

Powell Investment Advisors increased its iShares Russell 2000 Value ETF (IWN) stake by 1.1% in Q1 2026, buying an estimated $250K and bringing the position to 115,437 shares worth $21.9M. The position accounts for 7.54% of the portfolio, ranked #3.

Powell Investment Advisors first reported a position in IWN in Q4 2019 and has held it in 26 quarters since. 1,028 funds tracked by Wall St. Rank hold IWN as of Q1 2026.

  • Powell Investment Advisors held 115,437 shares of iShares Russell 2000 Value ETF worth $21.9M as of Q1 2026.
  • Powell Investment Advisors bought 1,289 iShares Russell 2000 Value ETF shares in Q1 2026, an estimated $250K.
  • iShares Russell 2000 Value ETF made up 7.54% of Powell Investment Advisors's portfolio in Q1 2026, its #3 holding.
  • Powell Investment Advisors first reported a position in iShares Russell 2000 Value ETF in Q4 2019 and has held it in 26 quarters since.
  • 1,028 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q1 2026.

Based on Powell Investment Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.