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

SOA 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	$89.3K	Buy	404 +2	+0.5%	+$419	0.02%	298
2026 Q1	$76.3K	Buy	402 +1	+0.2%	+$194	0.01%	302
2025 Q4	$72.7K	Buy	401 +2	+0.5%	+$359	0.01%	315
2025 Q3	$70.5K	Sell	399 -107	-21%	-$18.1K	0.01%	331
2025 Q2	$79.8K	Buy	506 +111	+28%	+$16.5K	0.02%	300
2025 Q1	$59.7K	Buy	395 +1	+0.3%	+$162	0.01%	323
2024 Q4	$64.7K	Sell	394 -186	-32%	-$31.7K	0.01%	300
2024 Q3	$96.8K	Sell	580 -103	-15%	-$16.7K	0.02%	252
2024 Q2	$104K	Buy	683 +3	+0.4%	+$459	0.02%	246
2024 Q1	$108K	Buy	680 +2	+0.3%	+$303	0.02%	237
2023 Q4	$105K	Buy	678 +9	+1%	+$1.25K	0.02%	230
2023 Q3	$90.7K	Hold	669	–	–	0.02%	237
2023 Q2	$94.2K	Sell	669 -597	-47%	-$80.7K	0.02%	239
2023 Q1	$173K	Buy	1,266 +3	+0.2%	+$435	0.04%	167
2022 Q4	$175K	Buy	1,263 +10	+0.8%	+$1.41K	0.05%	161
2022 Q3	$161K	Hold	1,253	–	–	0.05%	159
2022 Q2	$170K	Buy	1,253 +3	+0.2%	+$446	0.05%	157
2022 Q1	$201K	Buy	1,250 +2	+0.2%	+$319	0.05%	158
2021 Q4	$207K	Buy	1,248 +7	+0.6%	+$1.17K	0.05%	152
2021 Q3	$199K	Sell	1,241 -338	-21%	-$54.3K	0.05%	155
2021 Q2	$261K	Buy	1,579 +301	+24%	+$49.6K	0.07%	133
2021 Q1	$203K	Buy	1,278 +604	+90%	+$91.3K	0.06%	139
2020 Q4	$102K	Buy	+674	New	+$79.6K	0.03%	188

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

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

SOA Wealth Advisors increased its iShares Russell 2000 Value ETF (IWN) stake by 0.5% in Q2 2026, buying an estimated $419 and bringing the position to 404 shares worth $89.3K. The position accounts for 0.02% of the portfolio, ranked #298.

SOA Wealth Advisors first reported a position in IWN in Q4 2020 and has held it in 23 quarters since. The position peaked at $261K in Q2 2021. 1,074 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

SOA Wealth Advisors held 404 shares of iShares Russell 2000 Value ETF worth $89.3K as of Q2 2026.
SOA Wealth Advisors bought 2 iShares Russell 2000 Value ETF shares in Q2 2026, an estimated $419.
iShares Russell 2000 Value ETF made up 0.02% of SOA Wealth Advisors's portfolio in Q2 2026, its #298 holding.
SOA Wealth Advisors first reported a position in iShares Russell 2000 Value ETF in Q4 2020 and has held it in 23 quarters since.
SOA Wealth Advisors's iShares Russell 2000 Value ETF position peaked at $261K in Q2 2021.
1,074 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.