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

Sax Wealth 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	$2.16M	Buy	11,371 +8,439	+288%	+$1.77M	0.09%	145
2026 Q1	$531K	Sell	2,932 -54	-2%	-$10.5K	0.03%	282
2025 Q4	$541K	Sell	2,986 -583	-16%	-$105K	0.03%	286
2025 Q3	$631K	Buy	3,569 +4	+0.1%	+$675	0.03%	242
2025 Q2	$562K	Sell	3,565 -2,584	-42%	-$385K	0.03%	238
2025 Q1	$928K	Buy	6,149 +1,001	+19%	+$162K	0.07%	148
2024 Q4	$845K	Hold	5,148	–	–	0.07%	137
2024 Q3	$859K	Hold	5,148	–	–	0.08%	105
2024 Q2	$784K	Hold	5,148	–	–	0.07%	105
2024 Q1	$818K	Buy	5,148 +57	+1%	+$8.63K	0.1%	83
2023 Q4	$791K	Hold	5,091	–	–	0.13%	83
2023 Q3	$690K	Hold	5,091	–	–	0.14%	86
2023 Q2	$717K	Hold	5,091	–	–	0.14%	82
2023 Q1	$698K	Sell	5,091 -702	-12%	-$102K	0.15%	82
2022 Q4	$803K	Buy	5,793 +297	+5%	+$41.9K	0.19%	72
2022 Q3	$709K	Hold	5,496	–	–	0.18%	75
2022 Q2	$748K	Sell	5,496 -7	-0.1%	-$1.04K	0.19%	75
2022 Q1	$888K	Sell	5,503 -11,099	-67%	-$1.77M	0.21%	65
2021 Q4	$2.76M	Sell	16,602 -27	-0.2%	-$4.5K	0.57%	35
2021 Q3	$2.66M	Buy	16,629 +7	+0%	+$1.13K	0.63%	33
2021 Q2	$2.75M	Buy	16,622 +4	+0%	+$660	0.95%	29
2021 Q1	$2.65M	Buy	16,618 +4	+0%	+$605	0.97%	31
2020 Q4	$2.19M	Buy	+16,614	New	+$1.96M	1.01%	32

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

Sax Wealth Advisors's IWN Position: Q2 2026 in Review

Sax Wealth Advisors increased its iShares Russell 2000 Value ETF (IWN) stake by 288% in Q2 2026, buying an estimated $1.77M and bringing the position to 11,371 shares worth $2.16M. The position accounts for 0.09% of the portfolio, ranked #145.

Sax Wealth Advisors first reported a position in IWN in Q4 2020 and has held it in 23 quarters since. The position peaked at $2.76M in Q4 2021. 1,074 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

Sax Wealth Advisors held 11,371 shares of iShares Russell 2000 Value ETF worth $2.16M as of Q2 2026.
Sax Wealth Advisors bought 8,439 iShares Russell 2000 Value ETF shares in Q2 2026, an estimated $1.77M.
iShares Russell 2000 Value ETF made up 0.09% of Sax Wealth Advisors's portfolio in Q2 2026, its #145 holding.
Sax Wealth Advisors first reported a position in iShares Russell 2000 Value ETF in Q4 2020 and has held it in 23 quarters since.
Sax Wealth Advisors's iShares Russell 2000 Value ETF position peaked at $2.76M in Q4 2021.
1,074 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.