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RFG Advisory’s iShares Russell 2000 Value ETF IWN Stock Holding History

RFG Advisory’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 		$215K Buy
+971
New +$203K ﹤0.01% 1063

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
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 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
MWM
Marion Wealth Management Monroeville, Pennsylvania $491M AUM 17.01% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return
UAS
United Asset Strategies Garden City, New York $1.41B AUM 27.73% 1-Year Est. Return
LA
LWM Advisors El Dorado Hills, California $134M AUM 22.23% 1-Year Est. Return

RFG Advisory's IWN Position: Q2 2026 in Review

RFG Advisory opened a new position in iShares Russell 2000 Value ETF (IWN) in Q2 2026: 971 shares worth $215K. The stake represents ﹤0.01% of the portfolio and ranks #1063 among its holdings.

183 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

  • RFG Advisory held 971 shares of iShares Russell 2000 Value ETF worth $215K as of Q2 2026.
  • iShares Russell 2000 Value ETF was a new RFG Advisory position in Q2 2026.
  • iShares Russell 2000 Value ETF made up ﹤0.01% of RFG Advisory's portfolio in Q2 2026, its #1063 holding.
  • 183 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

Based on RFG Advisory's 13F filing for Q2 2026, filed 15 Jul 2026.