Advisor Resource Council’s iShares Russell 2000 Value ETF IWN Stock Holding History

Advisor Resource Council’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 Q3	–	Sell	-3,037	Closed	-$479K	–	108
2025 Q2	$479K	Sell	3,037 -805	-21%	-$120K	0.19%	85
2025 Q1	$200K	Buy	+3,842	New	+$621K	0.02%	555
2024 Q4	–	Sell	-1,969	Closed	-$328K	–	174
2024 Q3	$328K	Buy	+1,969	New	+$320K	0.15%	161
2024 Q2	–	Sell	-1,820	Closed	-$284K	–	138
2024 Q1	$284K	Buy	+1,820	New	+$276K	0.12%	177
2023 Q4	–	Sell	-2,764	Closed	-$375K	–	507
2023 Q3	$375K	Sell	2,764 -124	-4%	-$17.8K	0.19%	92
2023 Q2	$407K	Sell	2,888 -3,945	-58%	-$533K	0.18%	95
2023 Q1	$928K	Buy	+6,833	New	+$990K	0.23%	112
2022 Q3	–	Sell	-1,572	Closed	-$214K	–	325
2022 Q2	$214K	Buy	+1,572	New	+$234K	0.02%	461
2022 Q1	–	Sell	-1,607	Closed	-$267K	–	372
2021 Q4	$267K	Buy	+1,607	New	+$268K	0.02%	469
2021 Q3	–	Sell	-1,607	Closed	-$266K	–	342
2021 Q2	$266K	Buy	+1,607	New	+$265K	0.03%	413

Other funds holding IWN

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

DADC

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

VNIM

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Advisor Resource Council's IWN Position: Q3 2025 in Review

Advisor Resource Council sold out of iShares Russell 2000 Value ETF (IWN) in Q3 2025, closing a stake of 3,037 shares — an estimated $479K sold.

Advisor Resource Council first reported a position in IWN in Q2 2021 and held it in 10 quarters. The position peaked at $928K in Q1 2023. 973 funds tracked by Wall St. Rank hold IWN as of Q3 2025.

Advisor Resource Council reported no remaining iShares Russell 2000 Value ETF position as of Q3 2025 after selling out during the quarter.
Advisor Resource Council sold 3,037 iShares Russell 2000 Value ETF shares in Q3 2025, an estimated $479K.
Advisor Resource Council first reported a position in iShares Russell 2000 Value ETF in Q2 2021 and held it in 10 quarters.
Advisor Resource Council's iShares Russell 2000 Value ETF position peaked at $928K in Q1 2023.
973 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q3 2025.

Based on Advisor Resource Council's 13F filing for Q3 2025, filed 13 Nov 2025.