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VSM Wealth Advisory’s iShares Russell 2000 Value ETF IWN Stock Holding History

VSM Wealth Advisory’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
-9
Closed -$1.71K – 509
2026
Q1 		$1.71K Buy
+9
New +$1.74K ﹤0.01% 450

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

VSM Wealth Advisory's IWN Position: Q2 2026 in Review

VSM Wealth Advisory sold out of iShares Russell 2000 Value ETF (IWN) in Q2 2026, closing a stake of 9 shares — an estimated $1.71K sold.

VSM Wealth Advisory first reported a position in IWN in Q1 2026 and held it in 1 quarter. The position peaked at $1.71K in Q1 2026. 1,074 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

  • VSM Wealth Advisory reported no remaining iShares Russell 2000 Value ETF position as of Q2 2026 after selling out during the quarter.
  • VSM Wealth Advisory sold 9 iShares Russell 2000 Value ETF shares in Q2 2026, an estimated $1.71K.
  • VSM Wealth Advisory first reported a position in iShares Russell 2000 Value ETF in Q1 2026 and held it in 1 quarter.
  • VSM Wealth Advisory's iShares Russell 2000 Value ETF position peaked at $1.71K in Q1 2026.
  • 1,074 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

Based on VSM Wealth Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.