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World Investment Advisors’s iShares Russell 2000 Value ETF IWN Stock Holding History

World Investment 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 		$945K Sell
4,895
-163
-3% -$34.1K 0.02% 720
2026
Q1 		$959K Buy
5,058
+887
+21% +$172K 0.02% 723
2025
Q4 		$756K Buy
4,171
+391
+10% +$70.2K 0.01% 779
2025
Q3 		$668K Buy
3,780
+23
+0.6% +$3.88K 0.01% 683
2025
Q2 		$593K Sell
3,757
-5,331
-59% -$794K 0.01% 677
2025
Q1 		$1.37M Sell
9,088
-188
-2% -$30.4K 0.04% 427
2024
Q4 		$1.52M Buy
9,276
+75
+0.8% +$12.8K 0.04% 384
2024
Q3 		$1.53M Sell
9,201
-251
-3% -$40.8K 0.05% 346
2024
Q2 		$1.44M Buy
+9,452
New +$1.45M 0.09% 209
2024
Q1 		– Sell
-2,239
Closed -$348K – 432
2023
Q4 		$348K Sell
2,239
-35
-2% -$4.85K 0.05% 278
2023
Q3 		$310K Sell
2,274
-198
-8% -$28.4K 0.06% 196
2023
Q2 		$348K Sell
2,472
-3,110
-56% -$421K 0.07% 180
2023
Q1 		$765K Buy
5,582
+324
+6% +$47K 0.16% 103
2022
Q4 		$729K Buy
5,258
+527
+11% +$74.4K 0.17% 95
2022
Q3 		$610K Sell
4,731
-273
-5% -$39.5K 0.14% 111
2022
Q2 		$752K Sell
5,004
-2,267
-31% -$337K 0.16% 105
2022
Q1 		$1.17M Buy
7,271
+55
+0.8% +$8.77K 0.24% 73
2021
Q4 		$1.14M Buy
7,216
+304
+4% +$50.7K 0.24% 77
2021
Q3 		$1.11M Buy
6,912
+5
+0.1% +$803 0.25% 69
2021
Q2 		$1.15M Sell
6,907
-2,763
-29% -$456K 0.26% 68
2021
Q1 		$1.56M Buy
9,670
+3,867
+67% +$584K 0.38% 48
2020
Q4 		$882K Buy
+5,803
New +$685K 0.22% 79

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

World Investment Advisors's IWN Position: Q2 2026 in Review

World Investment Advisors reduced its iShares Russell 2000 Value ETF (IWN) stake by 3.2% in Q2 2026, selling an estimated $34.1K and leaving 4,895 shares worth $945K. The position accounts for 0.02% of the portfolio, ranked #720.

World Investment Advisors first reported a position in IWN in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.56M in Q1 2021. 1,074 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

  • World Investment Advisors held 4,895 shares of iShares Russell 2000 Value ETF worth $945K as of Q2 2026.
  • World Investment Advisors sold 163 iShares Russell 2000 Value ETF shares in Q2 2026, an estimated $34.1K.
  • iShares Russell 2000 Value ETF made up 0.02% of World Investment Advisors's portfolio in Q2 2026, its #720 holding.
  • World Investment Advisors first reported a position in iShares Russell 2000 Value ETF in Q4 2020 and has held it in 22 quarters since.
  • World Investment Advisors's iShares Russell 2000 Value ETF position peaked at $1.56M in Q1 2021.
  • 1,074 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

Based on World Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.