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

Pure Financial 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 		$32.5M Sell
147,065
-478
-0.3% -$100K 0.41% 42
2026
Q1 		$28M Buy
147,543
+5,808
+4% +$1.12M 0.4% 44
2025
Q4 		$25.7M Buy
141,735
+11,314
+9% +$2.03M 0.38% 45
2025
Q3 		$23.1M Buy
130,421
+1,314
+1% +$222K 0.37% 47
2025
Q2 		$20.4M Buy
129,107
+35,474
+38% +$5.28M 0.36% 49
2025
Q1 		$14.1M Buy
93,633
+12,193
+15% +$1.97M 0.3% 50
2024
Q4 		$13.4M Buy
81,440
+13,691
+20% +$2.34M 0.3% 48
2024
Q3 		$11.3M Buy
67,749
+8,733
+15% +$1.42M 0.27% 53
2024
Q2 		$8.99M Buy
59,016
+5,768
+11% +$882K 0.25% 56
2024
Q1 		$8.46M Buy
53,248
+558
+1% +$84.5K 0.26% 54
2023
Q4 		$8.18M Sell
52,690
-22,661
-30% -$3.14M 0.28% 53
2023
Q3 		$10.2M Buy
75,351
+7,283
+11% +$1.04M 0.42% 49
2023
Q2 		$9.58M Buy
68,068
+2,483
+4% +$336K 0.41% 50
2023
Q1 		$8.99M Buy
65,585
+18,558
+39% +$2.69M 0.42% 50
2022
Q4 		$6.52M Sell
47,027
-506
-1% -$71.4K 0.34% 52
2022
Q3 		$6.13M Sell
47,533
-2,506
-5% -$362K 0.36% 49
2022
Q2 		$6.81M Buy
50,039
+21,440
+75% +$3.19M 0.42% 51
2022
Q1 		$4.62M Buy
28,599
+5,853
+26% +$933K 0.21% 59
2021
Q4 		$3.78M Buy
22,746
+6,169
+37% +$1.03M 0.19% 62
2021
Q3 		$2.66M Buy
16,577
+5,165
+45% +$830K 0.2% 61
2021
Q2 		$1.89M Buy
11,412
+1,854
+19% +$306K 0.15% 71
2021
Q1 		$1.52M Buy
9,558
+883
+10% +$133K 0.15% 76
2020
Q4 		$1.14M Buy
+8,675
New +$1.02M 0.14% 82

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

Pure Financial Advisors's IWN Position: Q2 2026 in Review

Pure Financial Advisors reduced its iShares Russell 2000 Value ETF (IWN) stake by 0.32% in Q2 2026, selling an estimated $100K and leaving 147,065 shares worth $32.5M. The position accounts for 0.41% of the portfolio, ranked #42.

Pure Financial Advisors first reported a position in IWN in Q4 2020 and has held it in 23 quarters since. 1,074 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

  • Pure Financial Advisors held 147,065 shares of iShares Russell 2000 Value ETF worth $32.5M as of Q2 2026.
  • Pure Financial Advisors sold 478 iShares Russell 2000 Value ETF shares in Q2 2026, an estimated $100K.
  • iShares Russell 2000 Value ETF made up 0.41% of Pure Financial Advisors's portfolio in Q2 2026, its #42 holding.
  • Pure Financial Advisors first reported a position in iShares Russell 2000 Value ETF in Q4 2020 and has held it in 23 quarters since.
  • 1,074 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

Based on Pure Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.