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

Soltis 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 		$218K Buy
+984
New +$206K 0.01% 601
2025
Q2 		– Sell
-1,537
Closed -$232K – 401
2025
Q1 		$232K Hold
1,537
– – 0.02% 329
2024
Q4 		$252K Buy
1,537
+18
+1% +$3.07K 0.02% 317
2024
Q3 		$253K Buy
+1,519
New +$247K 0.02% 305

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 22.9% 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 29.18% 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

Soltis Investment Advisors's IWN Position: Q2 2026 in Review

Soltis Investment Advisors opened a new position in iShares Russell 2000 Value ETF (IWN) in Q2 2026: 984 shares worth $218K. The stake represents 0.01% of the portfolio and ranks #601 among its holdings. This is a return to the name: Soltis Investment Advisors previously reported a position in IWN as recently as Q1 2025.

Soltis Investment Advisors first reported a position in IWN in Q3 2024 and has held it in 4 quarters since. The position peaked at $253K in Q3 2024. 1,081 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

  • Soltis Investment Advisors held 984 shares of iShares Russell 2000 Value ETF worth $218K as of Q2 2026.
  • iShares Russell 2000 Value ETF was a new Soltis Investment Advisors position in Q2 2026.
  • iShares Russell 2000 Value ETF made up 0.01% of Soltis Investment Advisors's portfolio in Q2 2026, its #601 holding.
  • Soltis Investment Advisors first reported a position in iShares Russell 2000 Value ETF in Q3 2024 and has held it in 4 quarters since.
  • Soltis Investment Advisors's iShares Russell 2000 Value ETF position peaked at $253K in Q3 2024.
  • 1,081 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

Based on Soltis Investment Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.