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W Advisors LLC’s iShares Russell 2000 Value ETF IWN Stock Holding History

W Advisors LLC’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 		$437K Buy
1,974
+24
+1% +$5.02K 0.2% 98
2026
Q1 		$370K Hold
1,950
– – 0.19% 97
2025
Q4 		$353K Hold
1,950
– – 0.18% 102
2025
Q3 		$345K Hold
1,950
– – 0.18% 101
2025
Q2 		$308K Hold
1,950
– – 0.18% 98
2025
Q1 		$294K Hold
1,950
– – 0.18% 100
2024
Q4 		$320K Hold
1,950
– – 0.2% 92
2024
Q3 		$325K Hold
1,950
– – 0.2% 89
2024
Q2 		$297K Sell
1,950
-129
-6% -$19.7K 0.19% 90
2024
Q1 		$330K Hold
2,079
– – 0.23% 85
2023
Q4 		$323K Sell
2,079
-40
-2% -$5.54K 0.24% 80
2023
Q3 		$287K Sell
2,119
-12
-0.6% -$1.72K 0.24% 85
2023
Q2 		$300K Hold
2,131
– – 0.24% 80
2023
Q1 		$292K Sell
2,131
-9
-0.4% -$1.3K 0.24% 83
2022
Q4 		$297K Hold
2,140
– – 0.25% 84
2022
Q3 		$276K Sell
2,140
-132
-6% -$19.1K 0.26% 78
2022
Q2 		$309K Sell
2,272
-243
-10% -$36.2K 0.27% 75
2022
Q1 		$406K Sell
2,515
-246
-9% -$39.2K 0.31% 71
2021
Q4 		$458K Buy
+2,761
New +$460K 0.34% 68

Other funds holding IWN

DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return
BPWM
Badgley Phelps Wealth Managers Seattle, Washington $5.71B AUM 30.33% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
WF
WoodTrust Financial Wisconsin Rapids, Wisconsin $842M AUM 28.01% 1-Year Est. Return

W Advisors LLC's IWN Position: Q2 2026 in Review

W Advisors LLC increased its iShares Russell 2000 Value ETF (IWN) stake by 1.2% in Q2 2026, buying an estimated $5.02K and bringing the position to 1,974 shares worth $437K. The position accounts for 0.2% of the portfolio, ranked #98.

W Advisors LLC first reported a position in IWN in Q4 2021 and has held it in 19 quarters since. The position peaked at $458K in Q4 2021. 484 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

  • W Advisors LLC held 1,974 shares of iShares Russell 2000 Value ETF worth $437K as of Q2 2026.
  • W Advisors LLC bought 24 iShares Russell 2000 Value ETF shares in Q2 2026, an estimated $5.02K.
  • iShares Russell 2000 Value ETF made up 0.2% of W Advisors LLC's portfolio in Q2 2026, its #98 holding.
  • W Advisors LLC first reported a position in iShares Russell 2000 Value ETF in Q4 2021 and has held it in 19 quarters since.
  • W Advisors LLC's iShares Russell 2000 Value ETF position peaked at $458K in Q4 2021.
  • 484 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

Based on W Advisors LLC's 13F filing for Q2 2026, filed 31 Jul 2026.