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

Vance Wealth’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
Q1 		$2.43M Sell
12,833
-400
-3% -$77.4K 0.7% 33
2025
Q4 		$2.4M Sell
13,233
-499
-4% -$89.6K 0.71% 37
2025
Q3 		$2.43M Sell
13,732
-396
-3% -$66.9K 0.75% 34
2025
Q2 		$2.23M Sell
14,128
-5,769
-29% -$859K 0.75% 35
2025
Q1 		$3M Sell
19,897
-2,275
-10% -$367K 1.13% 17
2024
Q4 		$3.64M Sell
22,172
-283
-1% -$48.3K 1.41% 15
2024
Q3 		$3.75M Buy
22,455
+2,028
+10% +$329K 1.42% 15
2024
Q2 		$3.11M Buy
20,427
+1,056
+5% +$162K 1.28% 17
2024
Q1 		$3.08M Buy
19,371
+377
+2% +$57.1K 1.23% 20
2023
Q4 		$2.95M Buy
18,994
+549
+3% +$76K 1.28% 21
2023
Q3 		$2.5M Buy
18,445
+148
+0.8% +$21.2K 1.17% 26
2023
Q2 		$2.58M Sell
18,297
-1,921
-10% -$260K 1.17% 27
2023
Q1 		$2.77M Buy
20,218
+4,779
+31% +$693K 1.49% 17
2022
Q4 		$2.14M Buy
15,439
+1,585
+11% +$224K 1.34% 22
2022
Q3 		$1.79M Buy
13,854
+1,726
+14% +$249K 1.37% 17
2022
Q2 		$1.65M Buy
12,128
+4,553
+60% +$678K 1.28% 17
2022
Q1 		$1.22M Buy
+7,575
New +$1.21M 1.55% 15

Other funds holding IWN

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $13.1B AUM
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Vance Wealth's IWN Position: Q1 2026 in Review

Vance Wealth reduced its iShares Russell 2000 Value ETF (IWN) stake by 3% in Q1 2026, selling an estimated $77.4K and leaving 12,833 shares worth $2.43M. The position accounts for 0.7% of the portfolio, ranked #33.

Vance Wealth first reported a position in IWN in Q1 2022 and has held it in 17 quarters since. The position peaked at $3.75M in Q3 2024. 1,028 funds tracked by Wall St. Rank hold IWN as of Q1 2026.

  • Vance Wealth held 12,833 shares of iShares Russell 2000 Value ETF worth $2.43M as of Q1 2026.
  • Vance Wealth sold 400 iShares Russell 2000 Value ETF shares in Q1 2026, an estimated $77.4K.
  • iShares Russell 2000 Value ETF made up 0.7% of Vance Wealth's portfolio in Q1 2026, its #33 holding.
  • Vance Wealth first reported a position in iShares Russell 2000 Value ETF in Q1 2022 and has held it in 17 quarters since.
  • Vance Wealth's iShares Russell 2000 Value ETF position peaked at $3.75M in Q3 2024.
  • 1,028 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q1 2026.

Based on Vance Wealth's 13F filing for Q1 2026, filed 15 May 2026.