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

Transamerica Financial 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 		$62.3K Buy
281
+232
+473% +$48.6K 0.01% 664
2026
Q1 		$9.29K Buy
+49
New +$9.48K ﹤0.01% 937
2019
Q3 		– Sell
-2
Closed -$1K – 319
2019
Q2 		$1K Buy
+2
New +$242 ﹤0.01% 473
2019
Q1 		– Sell
-2
Closed -$1K – 282
2018
Q4 		$1K Sell
2
-15,880
-100% -$1.91M ﹤0.01% 440
2018
Q3 		$2.11M Buy
15,882
+10,908
+219% +$1.47M 0.45% 58
2018
Q2 		$657K Buy
+4,974
New +$641K 0.15% 108
2018
Q1 		– Sell
-4,994
Closed -$628K – 466
2017
Q4 		$628K Buy
+4,994
New +$624K 0.08% 180
2017
Q2 		– Sell
-22,149
Closed -$2.62M – 412
2017
Q1 		$2.62M Buy
22,149
+8,383
+61% +$995K 0.31% 92
2016
Q4 		$1.64M Sell
13,766
-272
-2% -$30.1K 0.2% 125
2016
Q3 		$1.47M Buy
14,038
+10,938
+353% +$1.12M 0.16% 130
2016
Q2 		$302K Buy
3,100
+1,420
+85% +$135K 0.03% 209
2016
Q1 		$157K Sell
1,680
-3,975
-70% -$345K 0.01% 298
2015
Q4 		$520K Buy
+5,655
New +$537K 0.04% 230
2015
Q3 		– Sell
-1
Closed -$1K – 879
2015
Q2 		$1K Hold
1
– – ﹤0.01% 820
2015
Q1 		$1K Buy
+1
New +$101 ﹤0.01% 819
2014
Q1 		– Sell
-5,657
Closed -$563K – 668
2013
Q4 		$563K Buy
+5,657
New +$540K 0.06% 140
2013
Q3 		– Sell
-240
Closed -$21K – 617
2013
Q2 		$21K Buy
+240
New +$20.3K ﹤0.01% 362

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 29.2% 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

Transamerica Financial Advisors's IWN Position: Q2 2026 in Review

Transamerica Financial Advisors increased its iShares Russell 2000 Value ETF (IWN) stake by 473% in Q2 2026, buying an estimated $48.6K and bringing the position to 281 shares worth $62.3K. The position accounts for 0.01% of the portfolio, ranked #664.

Transamerica Financial Advisors first reported a position in IWN in Q2 2013 and has held it in 17 quarters since. The position peaked at $2.62M in Q1 2017. 1,074 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

  • Transamerica Financial Advisors held 281 shares of iShares Russell 2000 Value ETF worth $62.3K as of Q2 2026.
  • Transamerica Financial Advisors bought 232 iShares Russell 2000 Value ETF shares in Q2 2026, an estimated $48.6K.
  • iShares Russell 2000 Value ETF made up 0.01% of Transamerica Financial Advisors's portfolio in Q2 2026, its #664 holding.
  • Transamerica Financial Advisors first reported a position in iShares Russell 2000 Value ETF in Q2 2013 and has held it in 17 quarters since.
  • Transamerica Financial Advisors's iShares Russell 2000 Value ETF position peaked at $2.62M in Q1 2017.
  • 1,074 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

Based on Transamerica Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.