WMA
IWN icon

West Michigan Advisors’s iShares Russell 2000 Value ETF IWN Stock Holding History

West Michigan Advisors’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 		$347K Sell
1,567
-65
-4% -$13.6K 0.07% 221
2026
Q1 		$309K Buy
1,632
+8
+0.5% +$1.55K 0.07% 227
2025
Q4 		$294K Sell
1,624
-14
-0.9% -$2.52K 0.07% 216
2025
Q3 		$290K Buy
1,638
+9
+0.6% +$1.52K 0.07% 214
2025
Q2 		$257K Sell
1,629
-19
-1% -$2.83K 0.07% 196
2025
Q1 		$249K Buy
1,648
+5
+0.3% +$808 0.08% 173
2024
Q4 		$270K Sell
1,643
-15
-0.9% -$2.56K 0.08% 179
2024
Q3 		$277K Hold
1,658
– – 0.08% 154
2024
Q2 		$253K Sell
1,658
-37
-2% -$5.66K 0.08% 158
2024
Q1 		$269K Sell
1,695
-133
-7% -$20.1K 0.09% 147
2023
Q4 		$284K Buy
1,828
+84
+5% +$11.6K 0.11% 120
2023
Q3 		$236K Buy
1,744
+10
+0.6% +$1.43K 0.13% 127
2023
Q2 		$244K Hold
1,734
– – 0.1% 177
2023
Q1 		$238K Buy
1,734
+207
+14% +$30K 0.13% 120
2022
Q4 		$212K Sell
1,527
-47
-3% -$6.64K 0.15% 107
2022
Q3 		$203K Buy
1,574
+18
+1% +$2.6K 0.18% 101
2022
Q2 		$212K Sell
1,556
-537
-26% -$79.9K 0.18% 100
2022
Q1 		$338K Buy
2,093
+148
+8% +$23.6K 0.23% 78
2021
Q4 		$323K Buy
+1,945
New +$324K 0.24% 82

Other funds holding IWN

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
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

West Michigan Advisors's IWN Position: Q2 2026 in Review

West Michigan Advisors reduced its iShares Russell 2000 Value ETF (IWN) stake by 4% in Q2 2026, selling an estimated $13.6K and leaving 1,567 shares worth $347K. The position accounts for 0.07% of the portfolio, ranked #221.

West Michigan Advisors first reported a position in IWN in Q4 2021 and has held it in 19 quarters since. 1,074 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

  • West Michigan Advisors held 1,567 shares of iShares Russell 2000 Value ETF worth $347K as of Q2 2026.
  • West Michigan Advisors sold 65 iShares Russell 2000 Value ETF shares in Q2 2026, an estimated $13.6K.
  • iShares Russell 2000 Value ETF made up 0.07% of West Michigan Advisors's portfolio in Q2 2026, its #221 holding.
  • West Michigan Advisors first reported a position in iShares Russell 2000 Value ETF in Q4 2021 and has held it in 19 quarters since.
  • 1,074 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

Based on West Michigan Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.