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Signature Estate & Investment Advisors’s iShares Russell 2000 Value ETF IWN Stock Holding History

Signature Estate & 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
Q2 		$636K Sell
2,875
-92
-3% -$19.3K 0.01% 385
2026
Q1 		$562K Buy
2,967
+8
+0.3% +$1.55K 0.01% 392
2025
Q4 		$536K Sell
2,959
-154
-5% -$27.7K 0.01% 377
2025
Q3 		$550K Buy
3,113
+13
+0.4% +$2.19K 0.01% 364
2025
Q2 		$489K Buy
3,100
+52
+2% +$7.74K 0.01% 363
2025
Q1 		$460K Buy
+3,048
New +$492K 0.01% 359

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

Signature Estate & Investment Advisors's IWN Position: Q2 2026 in Review

Signature Estate & Investment Advisors reduced its iShares Russell 2000 Value ETF (IWN) stake by 3.1% in Q2 2026, selling an estimated $19.3K and leaving 2,875 shares worth $636K. The position accounts for 0.01% of the portfolio, ranked #385.

Signature Estate & Investment Advisors first reported a position in IWN in Q1 2025 and has held it in 6 quarters since. 1,074 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

  • Signature Estate & Investment Advisors held 2,875 shares of iShares Russell 2000 Value ETF worth $636K as of Q2 2026.
  • Signature Estate & Investment Advisors sold 92 iShares Russell 2000 Value ETF shares in Q2 2026, an estimated $19.3K.
  • iShares Russell 2000 Value ETF made up 0.01% of Signature Estate & Investment Advisors's portfolio in Q2 2026, its #385 holding.
  • Signature Estate & Investment Advisors first reported a position in iShares Russell 2000 Value ETF in Q1 2025 and has held it in 6 quarters since.
  • 1,074 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

Based on Signature Estate & Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.