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

West Paces 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	$144K	Hold	650	–	–	0.02%	187
2026 Q1	$123K	Hold	650	–	–	0.02%	168
2025 Q4	$118K	Hold	650	–	–	0.02%	164
2025 Q3	$115K	Hold	650	–	–	0.02%	156
2025 Q2	$103K	Hold	650	–	–	0.02%	161
2025 Q1	$98.1K	Hold	650	–	–	0.02%	188
2024 Q4	$107K	Hold	650	–	–	0.03%	185
2024 Q3	$108K	Hold	650	–	–	0.03%	186
2024 Q2	$99K	Hold	650	–	–	0.03%	174
2024 Q1	$103K	Hold	650	–	–	0.03%	174
2023 Q4	$101K	Hold	650	–	–	0.03%	173
2023 Q3	$88.1K	Sell	650 -216	-25%	-$31K	0.03%	177
2023 Q2	$122K	Hold	866	–	–	0.04%	161
2023 Q1	$119K	Hold	866	–	–	0.04%	161
2022 Q4	$120K	Sell	866 -68	-7%	-$9.6K	0.04%	146
2022 Q3	$120K	Hold	934	–	–	0.04%	149
2022 Q2	$127K	Buy	934 +284	+44%	+$42.3K	0.04%	150
2022 Q1	$105K	Hold	650	–	–	0.03%	169
2021 Q4	$108K	Hold	650	–	–	0.03%	161
2021 Q3	$104K	Hold	650	–	–	0.04%	152
2021 Q2	$108K	Hold	650	–	–	0.04%	137
2021 Q1	$104K	Sell	650 -77	-11%	-$11.6K	0.04%	136
2020 Q4	$95.8K	Hold	727	–	–	0.04%	141
2020 Q3	$72.2K	Hold	727	–	–	0.04%	150
2020 Q2	$70.9K	Hold	727	–	–	0.04%	153
2020 Q1	$59.6K	Sell	727 -517	-42%	-$58K	0.04%	160
2019 Q4	$160K	Buy	1,244 +670	+117%	+$82.8K	0.09%	115
2019 Q3	$68.5K	Buy	+574	New	+$67.8K	0.04%	159

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

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

West Paces Advisors held its iShares Russell 2000 Value ETF (IWN) position steady in Q2 2026 at 650 shares worth $144K. The position accounts for 0.02% of the portfolio, ranked #187.

West Paces Advisors first reported a position in IWN in Q3 2019 and has held it in 28 quarters since. The position peaked at $160K in Q4 2019. 1,074 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

West Paces Advisors held 650 shares of iShares Russell 2000 Value ETF worth $144K as of Q2 2026.
West Paces Advisors left its iShares Russell 2000 Value ETF share count unchanged in Q2 2026.
iShares Russell 2000 Value ETF made up 0.02% of West Paces Advisors's portfolio in Q2 2026, its #187 holding.
West Paces Advisors first reported a position in iShares Russell 2000 Value ETF in Q3 2019 and has held it in 28 quarters since.
West Paces Advisors's iShares Russell 2000 Value ETF position peaked at $160K in Q4 2019.
1,074 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

Based on West Paces Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.