Sound View Wealth Advisors Group’s iShares Russell 2000 Value ETF IWN Stock Holding History

Sound View Wealth Advisors Group’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 Q1	$636K	Buy	3,354 +1	+0%	+$194	0.04%	250
2025 Q4	$608K	Buy	3,353 +1	+0%	+$180	0.04%	252
2025 Q3	$593K	Buy	3,352 +1	+0%	+$169	0.04%	251
2025 Q2	$529K	Buy	3,351 +1	+0%	+$149	0.04%	258
2025 Q1	$506K	Buy	3,350 +1	+0%	+$162	0.04%	257
2024 Q4	$550K	Sell	3,349 -513	-13%	-$87.5K	0.04%	250
2024 Q3	$644K	Buy	3,862 +516	+15%	+$83.8K	0.05%	231
2024 Q2	$510K	Hold	3,346	–	–	0.05%	233
2024 Q1	$531K	Sell	3,346 -21	-0.6%	-$3.18K	0.06%	230
2023 Q4	$523K	Buy	3,367 +3	+0.1%	+$416	0.06%	230
2023 Q3	$456K	Buy	3,364 +49	+1%	+$7.03K	0.06%	233
2023 Q2	$467K	Sell	3,315 -118	-3%	-$16K	0.06%	229
2023 Q1	$470K	Buy	3,433 +66	+2%	+$9.56K	0.06%	227
2022 Q4	$523K	Buy	+3,367	New	+$475K	0.06%	230

Other funds holding IWN

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $13.1B AUM

DADC

D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $26B AUM

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Sound View Wealth Advisors Group's IWN Position: Q1 2026 in Review

Sound View Wealth Advisors Group increased its iShares Russell 2000 Value ETF (IWN) stake by 0.03% in Q1 2026, buying an estimated $194 and bringing the position to 3,354 shares worth $636K. The position accounts for 0.04% of the portfolio, ranked #250.

Sound View Wealth Advisors Group first reported a position in IWN in Q4 2022 and has held it in 14 quarters since. The position peaked at $644K in Q3 2024. 1,028 funds tracked by Wall St. Rank hold IWN as of Q1 2026.

Sound View Wealth Advisors Group held 3,354 shares of iShares Russell 2000 Value ETF worth $636K as of Q1 2026.
Sound View Wealth Advisors Group bought 1 iShares Russell 2000 Value ETF share in Q1 2026, an estimated $194.
iShares Russell 2000 Value ETF made up 0.04% of Sound View Wealth Advisors Group's portfolio in Q1 2026, its #250 holding.
Sound View Wealth Advisors Group first reported a position in iShares Russell 2000 Value ETF in Q4 2022 and has held it in 14 quarters since.
Sound View Wealth Advisors Group's iShares Russell 2000 Value ETF position peaked at $644K in Q3 2024.
1,028 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q1 2026.

Based on Sound View Wealth Advisors Group's 13F filing for Q1 2026, filed 6 May 2026.