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

Strategies 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	$671K	Buy	3,033 +11	+0.4%	+$2.3K	0.06%	100
2026 Q1	$573K	Sell	3,022 -426	-12%	-$82.5K	0.06%	92
2025 Q4	$625K	Sell	3,448 -307	-8%	-$55.1K	0.06%	81
2025 Q3	$664K	Buy	3,755 +17	+0.5%	+$2.87K	0.07%	83
2025 Q2	$590K	Buy	3,738 +17	+0.5%	+$2.53K	0.06%	87
2025 Q1	$562K	Buy	3,721 +12	+0.3%	+$1.94K	0.07%	82
2024 Q4	$622K	Buy	3,709 +63	+2%	+$10.8K	0.08%	69
2024 Q3	$608K	Buy	3,646 +19	+0.5%	+$3.09K	0.08%	60
2024 Q2	$552K	Buy	3,627 +16	+0.4%	+$2.45K	0.08%	56
2024 Q1	$573K	Buy	3,611 +432	+14%	+$65.4K	0.09%	56
2023 Q4	$494K	Buy	3,179 +40	+1%	+$5.54K	0.08%	57
2023 Q3	$425K	Sell	3,139 -896	-22%	-$128K	0.08%	58
2023 Q2	$568K	Buy	4,035 +910	+29%	+$123K	0.12%	52
2023 Q1	$428K	Sell	3,125 -133	-4%	-$19.3K	0.09%	59
2022 Q4	$452K	Buy	+3,258	New	+$460K	0.11%	57
2022 Q2	$498K	Buy	3,657 +15	+0.4%	+$2.23K	0.14%	54
2022 Q1	$588K	Buy	3,642 +17	+0.5%	+$2.71K	0.16%	50
2021 Q4	$602K	Buy	+3,625	New	+$604K	0.17%	49

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 29.18% 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

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

Strategies Wealth Advisors increased its iShares Russell 2000 Value ETF (IWN) stake by 0.36% in Q2 2026, buying an estimated $2.3K and bringing the position to 3,033 shares worth $671K. The position accounts for 0.06% of the portfolio, ranked #100.

Strategies Wealth Advisors first reported a position in IWN in Q4 2021 and has held it in 18 quarters since. 1,081 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

Strategies Wealth Advisors held 3,033 shares of iShares Russell 2000 Value ETF worth $671K as of Q2 2026.
Strategies Wealth Advisors bought 11 iShares Russell 2000 Value ETF shares in Q2 2026, an estimated $2.3K.
iShares Russell 2000 Value ETF made up 0.06% of Strategies Wealth Advisors's portfolio in Q2 2026, its #100 holding.
Strategies Wealth Advisors first reported a position in iShares Russell 2000 Value ETF in Q4 2021 and has held it in 18 quarters since.
1,081 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

Based on Strategies Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.