Advisors Preferred, LLC IWN holdings history
ISHARES RUSSELL 2000 VALUE E · CUSIP 464287630 · CIK 1598841
As of 2026-06-30, Advisors Preferred, LLC reported 44.95K IWN (shares), valued at $9.95M, or 1.54% of its reported non-derivative portfolio. Filed 2026-08-11.
Verify history & sources →Shares increased 2402.95%; reported value increased 2821.98%, and weight changed +1.49 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 1.54% | 44,953 | SEC filing ↗Filed Aug 11, 2026 |
| Q1 2026 | 0.05% | 1,796 | SEC filing ↗Filed May 5, 2026 |
| Q4 2025 | 5.46% | 183,323 | SEC filing ↗Filed Feb 2, 2026 |
| Q3 2025 | 1.66% | 63,296 | SEC filing ↗Filed Nov 10, 2025 |
| Q2 2025 | Not reported | Not reported | — |
| Q1 2025 | Not reported | Not reported | — |
| Q4 2024 | 0.43% | 16,385 | SEC filing ↗Filed Jan 28, 2025 |
| Q3 2024 | 2.59% | 103,349 | SEC filing ↗Filed Oct 15, 2024 |
| Q2 2024 | Not reported | Not reported | — |
| Q1 2024 | Not reported | Not reported | — |
| Q4 2023 | 5.88% | 229,420 | SEC filing ↗Filed Jan 24, 2024 |
| Q3 2023 | Not reported | Not reported | — |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | Not reported | — | — | This security is absent from this quarter's filing; a missing record is not treated as zero holdings. | — |
| Q4 2023 | 5.88% | 229,420 | $35.52M | A comparable prior-quarter record is unavailable; changes are not inferred. | SEC filing ↗ Filed Jan 24, 2024 |
| Q1 2024 | Not reported | — | — | This security is absent from this quarter's filing; a missing record is not treated as zero holdings. | — |
| Q2 2024 | Not reported | — | — | This security is absent from this quarter's filing; a missing record is not treated as zero holdings. | — |
| Q3 2024 | 2.59% | 103,349 | $16.99M | A comparable prior-quarter record is unavailable; changes are not inferred. | SEC filing ↗ Filed Oct 15, 2024 |
| Q4 2024 | 0.43% | 16,385 | $2.69M | Shares decreased 84.15%; reported value decreased 84.19%, and weight changed -2.16 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 28, 2025 |
| Q1 2025 | Not reported | — | — | This security is absent from this quarter's filing; a missing record is not treated as zero holdings. | — |
| Q2 2025 | Not reported | — | — | This security is absent from this quarter's filing; a missing record is not treated as zero holdings. | — |
| Q3 2025 | 1.66% | 63,296 | $11.24M | A comparable prior-quarter record is unavailable; changes are not inferred. | SEC filing ↗ Filed Nov 10, 2025 |
| Q4 2025 | 5.46% | 183,323 | $33.52M | Shares increased 189.63%; reported value increased 198.31%, and weight changed +3.80 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 2, 2026 |
| Q1 2026 | 0.05% | 1,796 | $340.50K | Shares decreased 99.02%; reported value decreased 98.98%, and weight changed -5.41 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 5, 2026 |
| Q2 2026 | 1.54% | 44,953 | $9.95M | Shares increased 2402.95%; reported value increased 2821.98%, and weight changed +1.49 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 11, 2026 |
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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.