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

Sanctuary 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	$9.71M	Buy	43,886 +3,497	+9%	+$732K	0.05%	412
2026 Q1	$7.66M	Buy	40,389 +1,243	+3%	+$241K	0.04%	443
2025 Q4	$7.09M	Sell	39,146 -1,856	-5%	-$333K	0.04%	450
2025 Q3	$7.25M	Buy	41,002 +2,280	+6%	+$385K	0.04%	423
2025 Q2	$6.11M	Buy	38,722 +4,737	+14%	+$705K	0.04%	447
2025 Q1	$5.13M	Sell	33,985 -3,823	-10%	-$618K	0.04%	459
2024 Q4	$6.39M	Buy	37,808 +3,259	+9%	+$556K	0.04%	433
2024 Q3	$6.17M	Buy	34,549 +854	+3%	+$139K	0.04%	435
2024 Q2	$5.09M	Buy	+33,695	New	+$5.15M	0.04%	453

Other funds holding IWN

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Sanctuary Advisors's IWN Position: Q2 2026 in Review

Sanctuary Advisors increased its iShares Russell 2000 Value ETF (IWN) stake by 8.7% in Q2 2026, buying an estimated $732K and bringing the position to 43,886 shares worth $9.71M. The position accounts for 0.05% of the portfolio, ranked #412.

Sanctuary Advisors first reported a position in IWN in Q2 2024 and has held it in 9 quarters since. 1,074 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

Sanctuary Advisors held 43,886 shares of iShares Russell 2000 Value ETF worth $9.71M as of Q2 2026.
Sanctuary Advisors bought 3,497 iShares Russell 2000 Value ETF shares in Q2 2026, an estimated $732K.
iShares Russell 2000 Value ETF made up 0.05% of Sanctuary Advisors's portfolio in Q2 2026, its #412 holding.
Sanctuary Advisors first reported a position in iShares Russell 2000 Value ETF in Q2 2024 and has held it in 9 quarters since.
1,074 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

Based on Sanctuary Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.