Rothwell Investment Advisors, LLC’s iShares Russell 2000 Value ETF IWN Stock Holding History

Rothwell Investment 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 Q3	$1.86K	Buy	+9	New	+$1.99K	﹤0.01%	1043

Other funds holding IWN

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

Badgley Phelps Wealth Managers Seattle, Washington $5.8B AUM 25.34% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Choreo LLC Rockford, Illinois $9.7B AUM 18.43% 1-Year Est. Return

Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return

Rothwell Investment Advisors, LLC's IWN Position: Q3 2026 in Review

Rothwell Investment Advisors, LLC opened a new position in iShares Russell 2000 Value ETF (IWN) in Q3 2026: 9 shares worth $1.86K. The stake represents ﹤0.01% of the portfolio and ranks #1043 among its holdings.

649 funds tracked by Wall St. Rank hold IWN as of Q3 2026.

Rothwell Investment Advisors, LLC held 9 shares of iShares Russell 2000 Value ETF worth $1.86K as of Q3 2026.
iShares Russell 2000 Value ETF was a new Rothwell Investment Advisors, LLC position in Q3 2026.
iShares Russell 2000 Value ETF made up ﹤0.01% of Rothwell Investment Advisors, LLC's portfolio in Q3 2026, its #1043 holding.
649 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q3 2026.

Based on Rothwell Investment Advisors, LLC's 13F filing for Q3 2026, filed 6 Nov 2026.