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 Q3	$2.16M	Sell	10,326 -389	-4%	-$86K	0.45%	52
2026 Q2	$2.37M	Buy	10,715 +346	+3%	+$72.4K	0.49%	49
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

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Courier Capital Buffalo, New York $2.02B AUM 16.74% 1-Year Est. Return

WoodTrust Financial Wisconsin Rapids, Wisconsin $825M AUM 20.13% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return

LFWA

LBJ Family Wealth Advisors Austin, Texas $196M AUM 12.84% 1-Year Est. Return

Sonata Capital Group Seattle, Washington $314M AUM 13.54% 1-Year Est. Return

Harbor Investment Advisory Lutherville, Maryland $1.47B AUM 24.2% 1-Year Est. Return

Berkshire Money Management Dalton, Massachusetts $1.16B AUM 13.8% 1-Year Est. Return

Wealth Advisory Solutions's IWN Position: Q3 2026 in Review

Wealth Advisory Solutions reduced its iShares Russell 2000 Value ETF (IWN) stake by 3.6% in Q3 2026, selling an estimated $86K and leaving 10,326 shares worth $2.16M. The position accounts for 0.45% of the portfolio, ranked #52.

Wealth Advisory Solutions first reported a position in IWN in Q1 2022 and has held it in 15 quarters since. The position peaked at $2.37M in Q2 2026. 247 funds tracked by Wall St. Rank hold IWN as of Q3 2026.

Wealth Advisory Solutions held 10,326 shares of iShares Russell 2000 Value ETF worth $2.16M as of Q3 2026.
Wealth Advisory Solutions sold 389 iShares Russell 2000 Value ETF shares in Q3 2026, an estimated $86K.
iShares Russell 2000 Value ETF made up 0.45% of Wealth Advisory Solutions's portfolio in Q3 2026, its #52 holding.
Wealth Advisory Solutions first reported a position in iShares Russell 2000 Value ETF in Q1 2022 and has held it in 15 quarters since.
Wealth Advisory Solutions's iShares Russell 2000 Value ETF position peaked at $2.37M in Q2 2026.
247 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q3 2026.

Based on Wealth Advisory Solutions's 13F filing for Q3 2026, filed 20 Oct 2026.