ALLSTREET CAPITAL ADVISORS LLC’s iShares Russell 2000 Value ETF IWN Stock Holding History

ALLSTREET CAPITAL ADVISORS LLC’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 Q1	$1.02M	Buy	+5,390	New	+$1.04M	0.76%	33

Other funds holding IWN

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $13.1B AUM

DADC

D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $26B AUM

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

ALLSTREET CAPITAL ADVISORS LLC's IWN Position: Q1 2026 in Review

ALLSTREET CAPITAL ADVISORS LLC opened a new position in iShares Russell 2000 Value ETF (IWN) in Q1 2026: 5,390 shares worth $1.02M. The stake represents 0.76% of the portfolio and ranks #33 among its holdings.

1,028 funds tracked by Wall St. Rank hold IWN as of Q1 2026.

ALLSTREET CAPITAL ADVISORS LLC held 5,390 shares of iShares Russell 2000 Value ETF worth $1.02M as of Q1 2026.
iShares Russell 2000 Value ETF was a new ALLSTREET CAPITAL ADVISORS LLC position in Q1 2026.
iShares Russell 2000 Value ETF made up 0.76% of ALLSTREET CAPITAL ADVISORS LLC's portfolio in Q1 2026, its #33 holding.
1,028 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q1 2026.

Based on ALLSTREET CAPITAL ADVISORS LLC's 13F filing for Q1 2026, filed 16 Jul 2026.