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

Wealth Alliance’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	$247K	Buy	+1,118	New	+$234K	0.02%	499
2026 Q1	–	Sell	-2,686	Closed	-$487K	–	572
2025 Q4	$487K	Buy	+2,686	New	+$482K	0.05%	309
2024 Q3	–	Sell	-1,803	Closed	-$275K	–	539
2024 Q2	$275K	Buy	+1,803	New	+$276K	0.04%	408
2023 Q1	–	Sell	-4,729	Closed	-$656K	–	527
2022 Q4	$656K	Buy	4,729 +1,700	+56%	+$240K	0.12%	194
2022 Q3	$390K	Sell	3,029 -4,908	-62%	-$709K	0.08%	262
2022 Q2	$1.08M	Buy	7,937 +6,398	+416%	+$952K	0.21%	113
2022 Q1	$248K	Buy	+1,539	New	+$245K	0.05%	368
2020 Q2	–	Sell	-10,502	Closed	-$861K	–	310
2020 Q1	$861K	Buy	+10,502	New	+$1.18M	0.46%	56

Other funds holding IWN

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Wealth Alliance's IWN Position: Q2 2026 in Review

Wealth Alliance opened a new position in iShares Russell 2000 Value ETF (IWN) in Q2 2026: 1,118 shares worth $247K. The stake represents 0.02% of the portfolio and ranks #499 among its holdings. This is a return to the name: Wealth Alliance previously reported a position in IWN as recently as Q4 2025.

Wealth Alliance first reported a position in IWN in Q1 2020 and has held it in 8 quarters since. The position peaked at $1.08M in Q2 2022. 1,074 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

Wealth Alliance held 1,118 shares of iShares Russell 2000 Value ETF worth $247K as of Q2 2026.
iShares Russell 2000 Value ETF was a new Wealth Alliance position in Q2 2026.
iShares Russell 2000 Value ETF made up 0.02% of Wealth Alliance's portfolio in Q2 2026, its #499 holding.
Wealth Alliance first reported a position in iShares Russell 2000 Value ETF in Q1 2020 and has held it in 8 quarters since.
Wealth Alliance's iShares Russell 2000 Value ETF position peaked at $1.08M in Q2 2022.
1,074 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

Based on Wealth Alliance's 13F filing for Q2 2026, filed 11 Aug 2026.