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

Summit Financial 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	$328K	Hold	1,484	–	–	0.04%	164
2026 Q1	$281K	Hold	1,484	–	–	0.04%	160
2025 Q4	$269K	Hold	1,484	–	–	0.04%	155
2025 Q3	$263K	Hold	1,484	–	–	0.04%	151
2025 Q2	$234K	Buy	+1,484	New	+$221K	0.04%	152

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

Summit Financial Wealth Advisors's IWN Position: Q2 2026 in Review

Summit Financial Wealth Advisors held its iShares Russell 2000 Value ETF (IWN) position steady in Q2 2026 at 1,484 shares worth $328K. The position accounts for 0.04% of the portfolio, ranked #164.

Summit Financial Wealth Advisors first reported a position in IWN in Q2 2025 and has held it in 5 quarters since. 1,074 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

Summit Financial Wealth Advisors held 1,484 shares of iShares Russell 2000 Value ETF worth $328K as of Q2 2026.
Summit Financial Wealth Advisors left its iShares Russell 2000 Value ETF share count unchanged in Q2 2026.
iShares Russell 2000 Value ETF made up 0.04% of Summit Financial Wealth Advisors's portfolio in Q2 2026, its #164 holding.
Summit Financial Wealth Advisors first reported a position in iShares Russell 2000 Value ETF in Q2 2025 and has held it in 5 quarters since.
1,074 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

Based on Summit Financial Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.