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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
Q3 		$283K Sell
1,353
-70
-5% -$15.5K 0.04% 359
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

SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return
WF
WoodTrust Financial Wisconsin Rapids, Wisconsin $825M AUM 20.13% 1-Year Est. Return
LFWA
LBJ Family Wealth Advisors Austin, Texas $196M AUM 12.84% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return
LA
LWM Advisors El Dorado Hills, California $132M AUM 13.37% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
FCM
Fell Capital Management Newport Beach, California $116M AUM 17.16% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AB
Atlas Brown Louisville, Kentucky $379M AUM 27.6% 1-Year Est. Return

VisionPoint Advisory Group's IWN Position: Q3 2026 in Review

VisionPoint Advisory Group reduced its iShares Russell 2000 Value ETF (IWN) stake by 4.9% in Q3 2026, selling an estimated $15.5K and leaving 1,353 shares worth $283K. The position accounts for 0.04% of the portfolio, ranked #359.

VisionPoint Advisory Group first reported a position in IWN in Q3 2025 and has held it in 3 quarters since. The position peaked at $315K in Q2 2026. 57 funds tracked by Wall St. Rank hold IWN as of Q3 2026.

  • VisionPoint Advisory Group held 1,353 shares of iShares Russell 2000 Value ETF worth $283K as of Q3 2026.
  • VisionPoint Advisory Group sold 70 iShares Russell 2000 Value ETF shares in Q3 2026, an estimated $15.5K.
  • iShares Russell 2000 Value ETF made up 0.04% of VisionPoint Advisory Group's portfolio in Q3 2026, its #359 holding.
  • VisionPoint Advisory Group first reported a position in iShares Russell 2000 Value ETF in Q3 2025 and has held it in 3 quarters since.
  • VisionPoint Advisory Group's iShares Russell 2000 Value ETF position peaked at $315K in Q2 2026.
  • 57 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q3 2026.

Based on VisionPoint Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.