Wealthfront Advisers
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Wealthfront Advisers’s iShares Russell 2000 Value ETF IWN Stock Holding History

Wealthfront Advisers’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 		$4.91M Buy
22,218
+1,742
+9% +$365K 0.01% 445
2026
Q1 		$3.88M Buy
20,476
+3,943
+24% +$763K 0.01% 470
2025
Q4 		$3M Buy
16,533
+2,573
+18% +$462K 0.01% 518
2025
Q3 		$2.47M Buy
13,960
+45
+0.3% +$7.6K 0.01% 548
2025
Q2 		$2.2M Sell
13,915
-2,817
-17% -$419K 0.01% 557
2025
Q1 		$2.53M Sell
16,732
-1,094
-6% -$177K 0.01% 481
2024
Q4 		$2.93M Buy
17,826
+3,771
+27% +$644K 0.01% 440
2024
Q3 		$2.34M Buy
14,055
+1,377
+11% +$224K 0.01% 466
2024
Q2 		$1.93M Buy
12,678
+3,021
+31% +$462K 0.01% 490
2024
Q1 		$1.53M Buy
9,657
+686
+8% +$104K 0.01% 533
2023
Q4 		$1.39M Buy
8,971
+251
+3% +$34.8K 0.01% 532
2023
Q3 		$1.18M Buy
8,720
+2,092
+32% +$300K 0.01% 524
2023
Q2 		$933K Sell
6,628
-1,114
-14% -$151K ﹤0.01% 570
2023
Q1 		$1.06M Sell
7,742
-95
-1% -$13.8K ﹤0.01% 516
2022
Q4 		$1.09M Buy
7,837
+698
+10% +$98.5K 0.01% 498
2022
Q3 		$920K Buy
7,139
+2,671
+60% +$386K ﹤0.01% 494
2022
Q2 		$608K Buy
4,468
+1,638
+58% +$244K ﹤0.01% 563
2022
Q1 		$457K Sell
2,830
-641
-18% -$102K ﹤0.01% 642
2021
Q4 		$577K Buy
3,471
+1,591
+85% +$265K ﹤0.01% 569
2021
Q3 		$301K Buy
+1,880
New +$302K ﹤0.01% 617

Other funds holding IWN

Envestnet Asset Management
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
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Wealthfront Advisers's IWN Position: Q2 2026 in Review

Wealthfront Advisers increased its iShares Russell 2000 Value ETF (IWN) stake by 8.5% in Q2 2026, buying an estimated $365K and bringing the position to 22,218 shares worth $4.91M. The position accounts for 0.01% of the portfolio, ranked #445.

Wealthfront Advisers first reported a position in IWN in Q3 2021 and has held it in 20 quarters since. 873 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

  • Wealthfront Advisers held 22,218 shares of iShares Russell 2000 Value ETF worth $4.91M as of Q2 2026.
  • Wealthfront Advisers bought 1,742 iShares Russell 2000 Value ETF shares in Q2 2026, an estimated $365K.
  • iShares Russell 2000 Value ETF made up 0.01% of Wealthfront Advisers's portfolio in Q2 2026, its #445 holding.
  • Wealthfront Advisers first reported a position in iShares Russell 2000 Value ETF in Q3 2021 and has held it in 20 quarters since.
  • 873 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

Based on Wealthfront Advisers's 13F filing for Q2 2026, filed 7 Aug 2026.