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VisionPoint Advisory Group’s iShares Russell 2000 Value ETF IWN Stock Holding History

VisionPoint Advisory Group’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 		$315K Buy
+1,423
New +$298K 0.05% 347
2025
Q4 		– Sell
-1,692
Closed -$299K – 414
2025
Q3 		$299K Buy
+1,692
New +$286K 0.06% 295

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

VisionPoint Advisory Group's IWN Position: Q2 2026 in Review

VisionPoint Advisory Group opened a new position in iShares Russell 2000 Value ETF (IWN) in Q2 2026: 1,423 shares worth $315K. The stake represents 0.05% of the portfolio and ranks #347 among its holdings. This is a return to the name: VisionPoint Advisory Group previously reported a position in IWN as recently as Q3 2025.

VisionPoint Advisory Group first reported a position in IWN in Q3 2025 and has held it in 2 quarters since. 1,074 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

  • VisionPoint Advisory Group held 1,423 shares of iShares Russell 2000 Value ETF worth $315K as of Q2 2026.
  • iShares Russell 2000 Value ETF was a new VisionPoint Advisory Group position in Q2 2026.
  • iShares Russell 2000 Value ETF made up 0.05% of VisionPoint Advisory Group's portfolio in Q2 2026, its #347 holding.
  • VisionPoint Advisory Group first reported a position in iShares Russell 2000 Value ETF in Q3 2025 and has held it in 2 quarters since.
  • 1,074 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

Based on VisionPoint Advisory Group's 13F filing for Q2 2026, filed 7 Jul 2026.