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

United Capital 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 		$1.9M Sell
8,608
-26
-0.3% -$5.44K 0.01% 594
2026
Q1 		$1.64M Sell
8,634
-453
-5% -$87.7K 0.01% 610
2025
Q4 		$1.65M Buy
9,087
+2,874
+46% +$516K 0.01% 584
2025
Q3 		$1.1M Sell
6,213
-2,194
-26% -$370K 0.01% 614
2025
Q2 		$1.33M Buy
8,407
+130
+2% +$19.4K 0.01% 527
2025
Q1 		$1.25M Buy
8,277
+3,923
+90% +$634K 0.01% 526
2024
Q4 		$715K Sell
4,354
-3
-0.1% -$512 0.01% 633
2024
Q3 		$727K Buy
4,357
+134
+3% +$21.8K 0.01% 620
2024
Q2 		$643K Sell
4,223
-106
-2% -$16.2K 0.01% 640
2024
Q1 		$687K Sell
4,329
-946
-18% -$143K 0.01% 655
2023
Q4 		$819K Sell
5,275
-215
-4% -$29.8K 0.01% 594
2023
Q3 		$744K Sell
5,490
-435
-7% -$62.4K ﹤0.01% 564
2023
Q2 		$834K Sell
5,925
-417
-7% -$56.4K ﹤0.01% 585
2023
Q1 		$869K Sell
6,342
-1,065
-14% -$154K ﹤0.01% 611
2022
Q4 		$1.03M Sell
7,407
-1,086
-13% -$153K 0.01% 605
2022
Q3 		$1.09M Sell
8,493
-318
-4% -$46K 0.01% 592
2022
Q2 		$1.2M Buy
8,811
+418
+5% +$62.2K 0.01% 600
2022
Q1 		$1.35M Sell
8,393
-193
-2% -$30.8K 0.01% 602
2021
Q4 		$1.43M Buy
8,586
+557
+7% +$92.8K 0.01% 610
2021
Q3 		$1.29M Sell
8,029
-88
-1% -$14.1K 0.01% 611
2021
Q2 		$1.35M Buy
8,117
+195
+2% +$32.2K 0.01% 623
2021
Q1 		$1.26M Sell
7,922
-236
-3% -$35.7K 0.01% 606
2020
Q4 		$1.07M Sell
8,158
-867
-10% -$102K 0.01% 655
2020
Q3 		$896K Sell
9,025
-611
-6% -$62.1K 0.01% 691
2020
Q2 		$939K Sell
9,636
-6,822
-41% -$621K 0.01% 681
2020
Q1 		$1.35M Sell
16,458
-2,587
-14% -$290K 0.01% 568
2019
Q4 		$2.45M Buy
19,045
+3,874
+26% +$479K 0.02% 564
2019
Q3 		$1.81M Buy
15,171
+1,090
+8% +$129K 0.01% 608
2019
Q2 		$1.7M Sell
14,081
-656
-4% -$79.2K 0.01% 663
2019
Q1 		$1.77M Sell
14,737
-5,861
-28% -$700K 0.01% 622
2018
Q4 		$2.21M Sell
20,598
-49,050
-70% -$5.9M 0.02% 538
2018
Q3 		$9.26M Buy
69,648
+5,405
+8% +$728K 0.07% 313
2018
Q2 		$8.47M Buy
64,243
+54,418
+554% +$7.01M 0.06% 329
2018
Q1 		$1.2M Sell
9,825
-25,331
-72% -$3.17M 0.01% 728
2017
Q4 		$4.42M Buy
35,156
+24,216
+221% +$3.03M 0.03% 431
2017
Q3 		$1.36M Sell
10,940
-9
-0.1% -$1.06K 0.01% 692
2017
Q2 		$1.3M Sell
10,949
-23,360
-68% -$2.75M 0.01% 693
2017
Q1 		$4.05M Sell
34,309
-352
-1% -$41.8K 0.04% 403
2016
Q4 		$4.12M Sell
34,661
-3,716
-10% -$411K 0.04% 405
2016
Q3 		$4.02M Sell
38,377
-5,026
-12% -$515K 0.04% 428
2016
Q2 		$4.21M Buy
43,403
+22,309
+106% +$2.12M 0.04% 393
2016
Q1 		$1.97M Sell
21,094
-29,380
-58% -$2.55M 0.02% 534
2015
Q4 		$4.64M Buy
50,474
+33,655
+200% +$3.2M 0.05% 347
2015
Q3 		$1.51M Sell
16,819
-2,022
-11% -$194K 0.02% 584
2015
Q2 		$1.92M Sell
18,841
-693
-4% -$71.3K 0.02% 578
2015
Q1 		$1.97M Sell
19,534
-7,653
-28% -$772K 0.02% 558
2014
Q4 		$2.76M Buy
27,187
+2,195
+9% +$215K 0.04% 388
2014
Q3 		$2.34M Sell
24,992
-515
-2% -$51K 0.04% 405
2014
Q2 		$2.63M Buy
25,507
+7,437
+41% +$739K 0.05% 351
2014
Q1 		$1.82M Buy
+18,070
New +$1.78M 0.04% 373
2013
Q4 		– Sell
-19,523
Closed -$1.79M – 706
2013
Q3 		$1.79M Sell
19,523
-3,557
-15% -$321K 0.06% 270
2013
Q2 		$1.98M Buy
+23,080
New +$1.95M 0.05% 310

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

United Capital Financial Advisors's IWN Position: Q2 2026 in Review

United Capital Financial Advisors reduced its iShares Russell 2000 Value ETF (IWN) stake by 0.3% in Q2 2026, selling an estimated $5.44K and leaving 8,608 shares worth $1.9M. The position accounts for 0.01% of the portfolio, ranked #594.

United Capital Financial Advisors first reported a position in IWN in Q2 2013 and has held it in 52 quarters since. The position peaked at $9.26M in Q3 2018. 1,074 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

  • United Capital Financial Advisors held 8,608 shares of iShares Russell 2000 Value ETF worth $1.9M as of Q2 2026.
  • United Capital Financial Advisors sold 26 iShares Russell 2000 Value ETF shares in Q2 2026, an estimated $5.44K.
  • iShares Russell 2000 Value ETF made up 0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #594 holding.
  • United Capital Financial Advisors first reported a position in iShares Russell 2000 Value ETF in Q2 2013 and has held it in 52 quarters since.
  • United Capital Financial Advisors's iShares Russell 2000 Value ETF position peaked at $9.26M in Q3 2018.
  • 1,074 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

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