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

Visionary Wealth 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
Q1 		$3.13M Sell
16,517
-107
-0.6% -$20.7K 0.14% 159
2025
Q4 		$3.01M Sell
16,624
-963
-5% -$173K 0.14% 157
2025
Q3 		$3.11M Sell
17,587
-689
-4% -$116K 0.15% 149
2025
Q2 		$2.88M Sell
18,276
-189
-1% -$28.1K 0.15% 157
2025
Q1 		$2.79M Sell
18,465
-143
-0.8% -$23.1K 0.17% 143
2024
Q4 		$3.05M Sell
18,608
-201
-1% -$34.3K 0.18% 130
2024
Q3 		$3.14M Buy
18,809
+34
+0.2% +$5.52K 0.19% 123
2024
Q2 		$2.86M Buy
18,775
+240
+1% +$36.7K 0.19% 132
2024
Q1 		$2.94M Sell
18,535
-862
-4% -$131K 0.2% 130
2023
Q4 		$3.01M Buy
19,397
+7,617
+65% +$1.06M 0.22% 118
2023
Q3 		$1.6M Buy
11,780
+206
+2% +$29.5K 0.13% 161
2023
Q2 		$1.63M Sell
11,574
-179
-2% -$24.2K 0.13% 157
2023
Q1 		$1.61M Buy
11,753
+201
+2% +$29.1K 0.14% 150
2022
Q4 		$1.6M Buy
11,552
+3,893
+51% +$550K 0.15% 134
2022
Q3 		$987K Sell
7,659
-1,416
-16% -$205K 0.1% 170
2022
Q2 		$1.24M Buy
9,075
+337
+4% +$50.1K 0.11% 156
2022
Q1 		$1.41M Buy
8,738
+1,134
+15% +$181K 0.11% 153
2021
Q4 		$1.26M Buy
7,604
+1,210
+19% +$202K 0.1% 148
2021
Q3 		$1.02M Buy
6,394
+484
+8% +$77.8K 0.11% 136
2021
Q2 		$980K Buy
5,910
+396
+7% +$65.3K 0.1% 146
2021
Q1 		$879K Buy
5,514
+193
+4% +$29.2K 0.09% 151
2020
Q4 		$701K Buy
5,321
+11
+0.2% +$1.3K 0.08% 164
2020
Q3 		$527K Buy
+5,310
New +$539K 0.07% 152

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

Visionary Wealth Advisors's IWN Position: Q1 2026 in Review

Visionary Wealth Advisors reduced its iShares Russell 2000 Value ETF (IWN) stake by 0.64% in Q1 2026, selling an estimated $20.7K and leaving 16,517 shares worth $3.13M. The position accounts for 0.14% of the portfolio, ranked #159.

Visionary Wealth Advisors first reported a position in IWN in Q3 2020 and has held it in 23 quarters since. The position peaked at $3.14M in Q3 2024. 1,028 funds tracked by Wall St. Rank hold IWN as of Q1 2026.

  • Visionary Wealth Advisors held 16,517 shares of iShares Russell 2000 Value ETF worth $3.13M as of Q1 2026.
  • Visionary Wealth Advisors sold 107 iShares Russell 2000 Value ETF shares in Q1 2026, an estimated $20.7K.
  • iShares Russell 2000 Value ETF made up 0.14% of Visionary Wealth Advisors's portfolio in Q1 2026, its #159 holding.
  • Visionary Wealth Advisors first reported a position in iShares Russell 2000 Value ETF in Q3 2020 and has held it in 23 quarters since.
  • Visionary Wealth Advisors's iShares Russell 2000 Value ETF position peaked at $3.14M in Q3 2024.
  • 1,028 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q1 2026.

Based on Visionary Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.