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

Wealth Advisory Solutions’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	$1.97M	Buy	10,369 +400	+4%	+$77.4K	0.44%	50
2025 Q4	$1.81M	Sell	9,969 -12	-0.1%	-$2.16K	0.42%	52
2025 Q3	$1.76M	Buy	9,981 +688	+7%	+$116K	0.43%	50
2025 Q2	$1.47M	Buy	9,293 +419	+5%	+$62.4K	0.37%	61
2025 Q1	$1.34M	Buy	8,874 +534	+6%	+$86.3K	0.35%	62
2024 Q4	$1.37M	Buy	8,340 +745	+10%	+$127K	0.38%	58
2024 Q3	$1.27M	Buy	7,595 +274	+4%	+$44.5K	0.35%	57
2024 Q2	$1.12M	Buy	7,321 +83	+1%	+$12.7K	0.3%	63
2024 Q1	$1.15M	Buy	+7,238	New	+$1.1M	0.3%	61
2023 Q4	–	Sell	-6,824	Closed	-$925K	–	96
2023 Q3	$925K	Buy	+6,824	New	+$978K	0.18%	73
2022 Q4	–	Sell	-7,000	Closed	-$903K	–	134
2022 Q3	$903K	Hold	7,000	–	–	0.25%	82
2022 Q2	$953K	Hold	7,000	–	–	0.23%	82
2022 Q1	$1.13M	Buy	+7,000	New	+$1.12M	0.24%	79

Other funds holding IWN

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Wealth Advisory Solutions's IWN Position: Q1 2026 in Review

Wealth Advisory Solutions increased its iShares Russell 2000 Value ETF (IWN) stake by 4% in Q1 2026, buying an estimated $77.4K and bringing the position to 10,369 shares worth $1.97M. The position accounts for 0.44% of the portfolio, ranked #50.

Wealth Advisory Solutions first reported a position in IWN in Q1 2022 and has held it in 13 quarters since. 1,028 funds tracked by Wall St. Rank hold IWN as of Q1 2026.

Wealth Advisory Solutions held 10,369 shares of iShares Russell 2000 Value ETF worth $1.97M as of Q1 2026.
Wealth Advisory Solutions bought 400 iShares Russell 2000 Value ETF shares in Q1 2026, an estimated $77.4K.
iShares Russell 2000 Value ETF made up 0.44% of Wealth Advisory Solutions's portfolio in Q1 2026, its #50 holding.
Wealth Advisory Solutions first reported a position in iShares Russell 2000 Value ETF in Q1 2022 and has held it in 13 quarters since.
1,028 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q1 2026.

Based on Wealth Advisory Solutions's 13F filing for Q1 2026, filed 22 Apr 2026.