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

Victrix Investment 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	–	Sell	-1,094	Closed	-$207K	–	86
2026 Q1	$207K	Buy	+1,094	New	+$212K	0.08%	105
2025 Q3	–	Sell	-1,404	Closed	-$221K	–	80
2025 Q2	$221K	Buy	+1,404	New	+$209K	0.1%	98

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

Victrix Investment Advisors's IWN Position: Q2 2026 in Review

Victrix Investment Advisors sold out of iShares Russell 2000 Value ETF (IWN) in Q2 2026, closing a stake of 1,094 shares — an estimated $207K sold.

Victrix Investment Advisors first reported a position in IWN in Q2 2025 and held it in 2 quarters. The position peaked at $221K in Q2 2025. 1,074 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

Victrix Investment Advisors reported no remaining iShares Russell 2000 Value ETF position as of Q2 2026 after selling out during the quarter.
Victrix Investment Advisors sold 1,094 iShares Russell 2000 Value ETF shares in Q2 2026, an estimated $207K.
Victrix Investment Advisors first reported a position in iShares Russell 2000 Value ETF in Q2 2025 and held it in 2 quarters.
Victrix Investment Advisors's iShares Russell 2000 Value ETF position peaked at $221K in Q2 2025.
1,074 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

Based on Victrix Investment Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.