UAS
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United Asset Strategies’s iShares Russell 2000 Value ETF IWN Stock Holding History

United Asset Strategies’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 		$8.52M Sell
38,516
-155
-0.4% -$32.4K 0.6% 46
2026
Q1 		$7.33M Buy
38,671
+56
+0.1% +$10.8K 0.58% 51
2025
Q4 		$7M Buy
38,615
+424
+1% +$76.2K 0.54% 49
2025
Q3 		$6.75M Sell
38,191
-530
-1% -$89.5K 0.54% 51
2025
Q2 		$6.11M Buy
38,721
+11,699
+43% +$1.74M 0.52% 52
2025
Q1 		$4.08M Buy
27,022
+803
+3% +$130K 0.38% 64
2024
Q4 		$4.3M Buy
26,219
+535
+2% +$91.3K 0.4% 61
2024
Q3 		$4.28M Sell
25,684
-31
-0.1% -$5.04K 0.4% 59
2024
Q2 		$3.92M Sell
25,715
-31
-0.1% -$4.74K 0.39% 63
2024
Q1 		$4.09M Buy
25,746
+13,060
+103% +$1.98M 0.41% 61
2023
Q4 		$1.97M Sell
12,686
-1,511
-11% -$209K 0.22% 88
2023
Q3 		$1.92M Sell
14,197
-19,707
-58% -$2.83M 0.25% 86
2023
Q2 		$4.77M Sell
33,904
-93,348
-73% -$12.6M 0.6% 49
2023
Q1 		$9.1M Buy
127,252
+93,835
+281% +$13.6M 1.2% 26
2022
Q4 		$4.63M Buy
33,417
+2,322
+7% +$328K 0.65% 52
2022
Q3 		$4.01M Buy
31,095
+698
+2% +$101K 0.62% 53
2022
Q2 		$4.14M Buy
30,397
+940
+3% +$140K 0.6% 52
2022
Q1 		$4.75M Buy
29,457
+681
+2% +$109K 0.6% 51
2021
Q4 		$4.78M Buy
28,776
+2,187
+8% +$364K 0.57% 54
2021
Q3 		$4.26M Buy
26,589
+1,034
+4% +$166K 0.55% 53
2021
Q2 		$4.24M Sell
25,555
-2,851
-10% -$470K 0.56% 53
2021
Q1 		$4.53M Sell
28,406
-741
-3% -$112K 0.66% 48
2020
Q4 		$3.84M Buy
29,147
+11,430
+65% +$1.35M 0.6% 52
2020
Q3 		$1.76M Sell
17,717
-431
-2% -$43.8K 0.32% 69
2020
Q2 		$1.77M Buy
18,148
+287
+2% +$26.1K 0.35% 68
2020
Q1 		$1.47M Sell
17,861
-52,249
-75% -$5.86M 0.36% 68
2019
Q4 		$9.02M Buy
70,110
+48,100
+219% +$5.95M 1.75% 11
2019
Q3 		$2.63M Buy
22,010
+1,509
+7% +$178K 0.58% 57
2019
Q2 		$2.47M Buy
20,501
+2,202
+12% +$266K 0.57% 56
2019
Q1 		$2.19M Buy
18,299
+3,469
+23% +$414K 0.52% 59
2018
Q4 		$1.59M Buy
14,830
+2,013
+16% +$242K 0.44% 64
2018
Q3 		$1.71M Buy
+12,817
New +$1.73M 0.4% 68

Other funds holding IWN

VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
HWA
Hillcrest Wealth Advisors Hazlet, New Jersey $279M AUM 21.72% 1-Year Est. Return
LFWA
LBJ Family Wealth Advisors Austin, Texas $196M AUM 22.12% 1-Year Est. Return
HIA
Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return

United Asset Strategies's IWN Position: Q2 2026 in Review

United Asset Strategies reduced its iShares Russell 2000 Value ETF (IWN) stake by 0.4% in Q2 2026, selling an estimated $32.4K and leaving 38,516 shares worth $8.52M. The position accounts for 0.6% of the portfolio, ranked #46.

United Asset Strategies first reported a position in IWN in Q3 2018 and has held it in 32 quarters since. The position peaked at $9.1M in Q1 2023. 293 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

  • United Asset Strategies held 38,516 shares of iShares Russell 2000 Value ETF worth $8.52M as of Q2 2026.
  • United Asset Strategies sold 155 iShares Russell 2000 Value ETF shares in Q2 2026, an estimated $32.4K.
  • iShares Russell 2000 Value ETF made up 0.6% of United Asset Strategies's portfolio in Q2 2026, its #46 holding.
  • United Asset Strategies first reported a position in iShares Russell 2000 Value ETF in Q3 2018 and has held it in 32 quarters since.
  • United Asset Strategies's iShares Russell 2000 Value ETF position peaked at $9.1M in Q1 2023.
  • 293 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

Based on United Asset Strategies's 13F filing for Q2 2026, filed 13 Jul 2026.