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

TCI 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	$380K	Buy	1,717 +489	+40%	+$102K	0.02%	182
2026 Q1	$233K	Buy	+1,228	New	+$238K	0.01%	223
2023 Q2	–	Sell	-423	Closed	-$57.9K	–	1211
2023 Q1	$57.9K	Sell	423 -12	-3%	-$1.74K	0.01%	396
2022 Q4	$60.3K	Hold	435	–	–	0.01%	356
2022 Q3	$56K	Hold	435	–	–	0.01%	339
2022 Q2	$59K	Buy	435 +366	+530%	+$54.5K	0.01%	328
2022 Q1	$11K	Hold	69	–	–	﹤0.01%	1042
2021 Q4	$11K	Sell	69 -34	-33%	-$5.67K	﹤0.01%	1094
2021 Q3	$17K	Buy	103 +35	+51%	+$5.62K	﹤0.01%	758
2021 Q2	$11K	Hold	68	–	–	﹤0.01%	906
2021 Q1	$11K	Sell	68 -171	-72%	-$25.8K	﹤0.01%	810
2020 Q4	$32K	Buy	239 +1	+0.4%	+$118	0.01%	411
2020 Q3	$24K	Sell	238 -49	-17%	-$4.98K	0.01%	413
2020 Q2	$28K	Buy	287 +3	+1%	+$273	0.01%	391
2020 Q1	$23K	Sell	284 -829	-74%	-$93K	0.01%	432
2019 Q4	$143K	Buy	1,113 +2	+0.2%	+$247	0.06%	208
2019 Q3	$133K	Hold	1,111	–	–	0.06%	181
2019 Q2	$134K	Buy	1,111 +2	+0.2%	+$242	0.06%	179
2019 Q1	$133K	Buy	1,109 +1	+0.1%	+$119	0.06%	192
2018 Q4	$119K	Sell	1,108 -281	-20%	-$33.8K	0.06%	193
2018 Q3	$185K	Buy	1,389 +101	+8%	+$13.6K	0.08%	156
2018 Q2	$170K	Buy	1,288 +175	+16%	+$22.6K	0.08%	158
2018 Q1	$136K	Sell	1,113 -185	-14%	-$23.2K	0.06%	184
2017 Q4	$163K	Buy	1,298 +192	+17%	+$24K	0.07%	174
2017 Q3	$137K	Buy	1,106 +2	+0.2%	+$236	0.07%	174
2017 Q2	$131K	Hold	1,104	–	–	0.07%	174
2017 Q1	$130K	Sell	1,104 -590	-35%	-$70K	0.07%	184
2016 Q4	$202K	Sell	1,694 -131	-7%	-$14.5K	0.11%	135
2016 Q3	$191K	Sell	1,825 -407	-18%	-$41.7K	0.1%	135
2016 Q2	$217K	Sell	2,232 -132	-6%	-$12.6K	0.12%	122
2016 Q1	$220K	Buy	2,364 +1	+0%	+$87	0.12%	122
2015 Q4	$217K	Sell	2,363 -341	-13%	-$32.4K	0.12%	125
2015 Q3	$244K	Buy	2,704 +2	+0.1%	+$192	0.15%	111
2015 Q2	$275K	Buy	2,702 +1	+0%	+$103	0.16%	103
2015 Q1	$279K	Sell	2,701 -312	-10%	-$31.5K	0.18%	92
2014 Q4	$306K	Sell	3,013 -104	-3%	-$10.2K	0.19%	92
2014 Q3	$292K	Buy	3,117 +2	+0.1%	+$198	0.18%	92
2014 Q2	$322K	Sell	3,115 -501	-14%	-$49.8K	0.19%	90
2014 Q1	$365K	Sell	3,616 -204	-5%	-$20.1K	0.24%	77
2013 Q4	$380K	Sell	3,820 -80	-2%	-$7.64K	0.24%	76
2013 Q3	$357K	Sell	3,900 -85	-2%	-$7.66K	0.27%	69
2013 Q2	$342K	Buy	+3,985	New	+$338K	0.26%	69

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

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

TCI Wealth Advisors increased its iShares Russell 2000 Value ETF (IWN) stake by 40% in Q2 2026, buying an estimated $102K and bringing the position to 1,717 shares worth $380K. The position accounts for 0.02% of the portfolio, ranked #182.

TCI Wealth Advisors first reported a position in IWN in Q2 2013 and has held it in 42 quarters since. The position peaked at $380K in Q4 2013. 1,074 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

TCI Wealth Advisors held 1,717 shares of iShares Russell 2000 Value ETF worth $380K as of Q2 2026.
TCI Wealth Advisors bought 489 iShares Russell 2000 Value ETF shares in Q2 2026, an estimated $102K.
iShares Russell 2000 Value ETF made up 0.02% of TCI Wealth Advisors's portfolio in Q2 2026, its #182 holding.
TCI Wealth Advisors first reported a position in iShares Russell 2000 Value ETF in Q2 2013 and has held it in 42 quarters since.
TCI Wealth Advisors's iShares Russell 2000 Value ETF position peaked at $380K in Q4 2013.
1,074 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

Based on TCI Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.