United Advisor Group’s iShares Russell 2000 Value ETF IWN Stock Holding History

United Advisor 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	$226K	Buy	+1,020	New	+$214K	0.02%	491

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

United Advisor Group's IWN Position: Q2 2026 in Review

United Advisor Group opened a new position in iShares Russell 2000 Value ETF (IWN) in Q2 2026: 1,020 shares worth $226K. The stake represents 0.02% of the portfolio and ranks #491 among its holdings.

1,074 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

United Advisor Group held 1,020 shares of iShares Russell 2000 Value ETF worth $226K as of Q2 2026.
iShares Russell 2000 Value ETF was a new United Advisor Group position in Q2 2026.
iShares Russell 2000 Value ETF made up 0.02% of United Advisor Group's portfolio in Q2 2026, its #491 holding.
1,074 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

Based on United Advisor Group's 13F filing for Q2 2026, filed 29 Jul 2026.