Advance Capital Management’s iShares Russell 2000 Value ETF IWN Stock Holding History

Advance Capital Management’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
2025 Q4	–	Sell	-1,586	Closed	-$280K	–	181
2025 Q3	$280K	Buy	1,586 +14	+0.9%	+$2.36K	0.01%	143
2025 Q2	$248K	Buy	1,572 +57	+4%	+$8.49K	0.01%	145
2025 Q1	$229K	Hold	1,515	–	–	0.01%	143
2024 Q4	$249K	Sell	1,515 -231	-13%	-$39.4K	0.01%	130
2024 Q3	$291K	Hold	1,746	–	–	0.01%	116
2024 Q2	$266K	Sell	1,746 -38	-2%	-$5.81K	0.01%	126
2024 Q1	$283K	Hold	1,784	–	–	0.02%	115
2023 Q4	$277K	Hold	1,784	–	–	0.02%	101
2023 Q3	$242K	Hold	1,784	–	–	0.02%	112
2023 Q2	$251K	Hold	1,784	–	–	0.03%	105
2023 Q1	$244K	Hold	1,784	–	–	0.04%	88
2022 Q4	$247K	Hold	1,784	–	–	0.03%	94
2022 Q3	$230K	Hold	1,784	–	–	0.03%	78
2022 Q2	$243K	Hold	1,784	–	–	0.03%	71
2022 Q1	$288K	Hold	1,784	–	–	0.04%	65
2021 Q4	$296K	Buy	+1,784	New	+$297K	0.06%	68

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

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

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

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Advance Capital Management's IWN Position: Q4 2025 in Review

Advance Capital Management sold out of iShares Russell 2000 Value ETF (IWN) in Q4 2025, closing a stake of 1,586 shares — an estimated $280K sold.

Advance Capital Management first reported a position in IWN in Q4 2021 and held it in 16 quarters. The position peaked at $296K in Q4 2021. 1,044 funds tracked by Wall St. Rank hold IWN as of Q4 2025.

Advance Capital Management reported no remaining iShares Russell 2000 Value ETF position as of Q4 2025 after selling out during the quarter.
Advance Capital Management sold 1,586 iShares Russell 2000 Value ETF shares in Q4 2025, an estimated $280K.
Advance Capital Management first reported a position in iShares Russell 2000 Value ETF in Q4 2021 and held it in 16 quarters.
Advance Capital Management's iShares Russell 2000 Value ETF position peaked at $296K in Q4 2021.
1,044 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q4 2025.

Based on Advance Capital Management's 13F filing for Q4 2025, filed 6 Jan 2026.