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

Wealth Enhancement Advisory Services’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	$38.9M	Sell	176,936 -34,159	-16%	-$7.15M	0.07%	257
2026 Q1	$40.6M	Sell	211,095 -34,714	-14%	-$6.72M	0.08%	226
2025 Q4	$46.2M	Sell	245,809 -4,070	-2%	-$731K	0.06%	275
2025 Q3	$44.4M	Sell	249,879 -10,297	-4%	-$1.74M	0.07%	257
2025 Q2	$42.9M	Buy	260,176 +7,781	+3%	+$1.16M	0.07%	251
2025 Q1	$38.1M	Sell	252,395 -10,356	-4%	-$1.67M	0.07%	255
2024 Q4	$43.1M	Buy	262,751 +2,067	+0.8%	+$353K	0.08%	227
2024 Q3	$43.5M	Sell	260,684 -6,386	-2%	-$1.04M	0.09%	211
2024 Q2	$40.7M	Sell	267,070 -5,451	-2%	-$834K	0.1%	207
2024 Q1	$43.3M	Buy	272,521 +17,434	+7%	+$2.64M	0.11%	185
2023 Q4	$39.6M	Sell	255,087 -5,934	-2%	-$822K	0.12%	181
2023 Q3	$35.4M	Buy	261,021 +256,378	+5,522%	+$36.8M	0.12%	182
2023 Q2	$654K	Sell	4,643 -8,273	-64%	-$1.12M	0.01%	321
2023 Q1	$1.77M	Sell	12,916 -183,425	-93%	-$26.6M	0.02%	240
2022 Q4	$29.1M	Sell	196,341 -5,021	-2%	-$709K	0.37%	45
2022 Q3	$26.5M	Sell	201,362 -375	-0.2%	-$54.2K	0.38%	45
2022 Q2	$28.1M	Sell	201,737 -6,042	-3%	-$899K	0.39%	46
2022 Q1	$33.8M	Sell	207,779 -23,851	-10%	-$3.8M	0.46%	42
2021 Q4	$35.7M	Sell	231,630 -4,880	-2%	-$813K	0.51%	42
2021 Q3	$39.5M	Sell	236,510 -2,525	-1%	-$406K	0.58%	37
2021 Q2	$38M	Buy	239,035 +25,963	+12%	+$4.28M	0.61%	33
2021 Q1	$34.4M	Buy	+213,072	New	+$32.2M	0.63%	33

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 Enhancement Advisory Services's IWN Position: Q2 2026 in Review

Wealth Enhancement Advisory Services reduced its iShares Russell 2000 Value ETF (IWN) stake by 16% in Q2 2026, selling an estimated $7.15M and leaving 176,936 shares worth $38.9M. The position accounts for 0.07% of the portfolio, ranked #257.

Wealth Enhancement Advisory Services first reported a position in IWN in Q1 2021 and has held it in 22 quarters since. The position peaked at $46.2M in Q4 2025. 1,074 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

Wealth Enhancement Advisory Services held 176,936 shares of iShares Russell 2000 Value ETF worth $38.9M as of Q2 2026.
Wealth Enhancement Advisory Services sold 34,159 iShares Russell 2000 Value ETF shares in Q2 2026, an estimated $7.15M.
iShares Russell 2000 Value ETF made up 0.07% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #257 holding.
Wealth Enhancement Advisory Services first reported a position in iShares Russell 2000 Value ETF in Q1 2021 and has held it in 22 quarters since.
Wealth Enhancement Advisory Services's iShares Russell 2000 Value ETF position peaked at $46.2M in Q4 2025.
1,074 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.