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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
Q2 		$742K Buy
3,355
+1
+0% +$209 0.05% 239
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
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 29.18% 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

Sound View Wealth Advisors Group's IWN Position: Q2 2026 in Review

Sound View Wealth Advisors Group increased its iShares Russell 2000 Value ETF (IWN) stake by 0.03% in Q2 2026, buying an estimated $209 and bringing the position to 3,355 shares worth $742K. The position accounts for 0.05% of the portfolio, ranked #239.

Sound View Wealth Advisors Group first reported a position in IWN in Q4 2022 and has held it in 15 quarters since. 1,078 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

  • Sound View Wealth Advisors Group held 3,355 shares of iShares Russell 2000 Value ETF worth $742K as of Q2 2026.
  • Sound View Wealth Advisors Group bought 1 iShares Russell 2000 Value ETF share in Q2 2026, an estimated $209.
  • iShares Russell 2000 Value ETF made up 0.05% of Sound View Wealth Advisors Group's portfolio in Q2 2026, its #239 holding.
  • Sound View Wealth Advisors Group first reported a position in iShares Russell 2000 Value ETF in Q4 2022 and has held it in 15 quarters since.
  • 1,078 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

Based on Sound View Wealth Advisors Group's 13F filing for Q2 2026, filed 11 Aug 2026.