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

VestGen 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	$1.37M	Buy	6,179 +29	+0.5%	+$6.07K	0.04%	382
2026 Q1	$1.29M	Sell	6,150 -280	-4%	-$54.2K	0.03%	396
2025 Q4	$1.17M	Buy	6,430 +986	+18%	+$177K	0.05%	333
2025 Q3	$963K	Buy	5,444 +96	+2%	+$16.2K	0.03%	374
2025 Q2	$844K	Sell	5,348 -4,639	-46%	-$691K	0.03%	353
2025 Q1	$1.51M	Buy	+9,987	New	+$1.61M	0.07%	246

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

VestGen Advisors's IWN Position: Q2 2026 in Review

VestGen Advisors increased its iShares Russell 2000 Value ETF (IWN) stake by 0.47% in Q2 2026, buying an estimated $6.07K and bringing the position to 6,179 shares worth $1.37M. The position accounts for 0.04% of the portfolio, ranked #382.

VestGen Advisors first reported a position in IWN in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.51M in Q1 2025. 1,074 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

VestGen Advisors held 6,179 shares of iShares Russell 2000 Value ETF worth $1.37M as of Q2 2026.
VestGen Advisors bought 29 iShares Russell 2000 Value ETF shares in Q2 2026, an estimated $6.07K.
iShares Russell 2000 Value ETF made up 0.04% of VestGen Advisors's portfolio in Q2 2026, its #382 holding.
VestGen Advisors first reported a position in iShares Russell 2000 Value ETF in Q1 2025 and has held it in 6 quarters since.
VestGen Advisors's iShares Russell 2000 Value ETF position peaked at $1.51M in Q1 2025.
1,074 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

Based on VestGen Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.