AFT Forsyth & Company’s iShares Russell 2000 Value ETF IWN Stock Holding History

AFT Forsyth & Company’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	$718K	Sell	3,785 -1	-0%	-$194	0.34%	62
2025 Q4	$686K	Sell	3,786 -24	-0.6%	-$4.31K	0.3%	66
2025 Q3	$674K	Hold	3,810	–	–	0.32%	58
2025 Q2	$601K	Hold	3,810	–	–	0.31%	61
2025 Q1	$575K	Sell	3,810 -250	-6%	-$40.4K	0.31%	72
2024 Q4	$666K	Buy	4,060 +1	+0%	+$171	0.33%	67
2024 Q3	$677K	Sell	4,059 -10	-0.2%	-$1.63K	0.33%	67
2024 Q2	$620K	Hold	4,069	–	–	0.3%	71
2024 Q1	$646K	Buy	4,069 +1	+0%	+$151	0.37%	67
2023 Q4	$632K	Sell	4,068 -50	-1%	-$6.93K	0.4%	66
2023 Q3	$558K	Hold	4,118	–	–	0.41%	66
2023 Q2	$580K	Buy	4,118 +1	+0%	+$135	0.41%	67
2023 Q1	$564K	Hold	4,117	–	–	0.44%	68
2022 Q4	$571K	Buy	4,117 +1	+0%	+$141	0.49%	61
2022 Q3	$531K	Hold	4,116	–	–	0.47%	63
2022 Q2	$560K	Hold	4,116	–	–	0.45%	63
2022 Q1	$664K	Hold	4,116	–	–	0.42%	67
2021 Q4	$683K	Buy	4,116 +1	+0%	+$167	0.35%	84
2021 Q3	$659K	Sell	4,115 -50	-1%	-$8.03K	0.35%	90
2021 Q2	$690K	Sell	4,165 -50	-1%	-$8.25K	0.37%	91
2021 Q1	$672K	Hold	4,215	–	–	0.4%	88
2020 Q4	$555K	Sell	4,215 -75	-2%	-$8.85K	0.35%	97
2020 Q3	$426K	Sell	4,290 -345	-7%	-$35K	0.32%	98
2020 Q2	$452K	Hold	4,635	–	–	0.38%	82
2020 Q1	$380K	Sell	4,635 -812	-15%	-$91.1K	0.38%	92
2019 Q4	$700K	Hold	5,447	–	–	0.53%	65
2019 Q3	$650K	Hold	5,447	–	–	0.54%	64
2019 Q2	$656K	Buy	5,447 +812	+18%	+$98.1K	0.54%	64
2019 Q1	$556K	Hold	4,635	–	–	0.48%	78
2018 Q4	$498K	Hold	4,635	–	–	0.5%	74
2018 Q3	$616K	Hold	4,635	–	–	0.51%	70
2018 Q2	$611K	Hold	4,635	–	–	0.54%	67
2018 Q1	$565K	Hold	4,635	–	–	0.53%	68
2017 Q4	$583K	Buy	+4,635	New	+$579K	0.57%	61
2013 Q3	$472K	Buy	5,150 +50	+1%	+$4.51K	0.61%	62
2013 Q2	$438K	Buy	+5,100	New	+$432K	0.63%	57

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

AFT Forsyth & Company's IWN Position: Q1 2026 in Review

AFT Forsyth & Company reduced its iShares Russell 2000 Value ETF (IWN) stake by 0.03% in Q1 2026, selling an estimated $194 and leaving 3,785 shares worth $718K. The position accounts for 0.34% of the portfolio, ranked #62.

AFT Forsyth & Company first reported a position in IWN in Q2 2013 and has held it in 36 quarters since. 1,028 funds tracked by Wall St. Rank hold IWN as of Q1 2026.

AFT Forsyth & Company held 3,785 shares of iShares Russell 2000 Value ETF worth $718K as of Q1 2026.
AFT Forsyth & Company sold 1 iShares Russell 2000 Value ETF share in Q1 2026, an estimated $194.
iShares Russell 2000 Value ETF made up 0.34% of AFT Forsyth & Company's portfolio in Q1 2026, its #62 holding.
AFT Forsyth & Company first reported a position in iShares Russell 2000 Value ETF in Q2 2013 and has held it in 36 quarters since.
1,028 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q1 2026.

Based on AFT Forsyth & Company's 13F filing for Q1 2026, filed 14 May 2026.