Altiora Financial Group’s iShares Russell 2000 Value ETF IWN Stock Holding History

Altiora Financial Group’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	$1.31M	Sell	6,253 -1,578	-20%	-$349K	0.21%	49
2026 Q2	$1.73M	Hold	7,831	–	–	0.27%	44
2026 Q1	$1.48M	Hold	7,831	–	–	0.24%	49
2025 Q4	$1.42M	Hold	7,831	–	–	0.24%	45
2025 Q3	$1.38M	Hold	7,831	–	–	0.25%	42
2025 Q2	$1.24M	Sell	7,831 -740	-9%	-$110K	0.24%	46
2025 Q1	$1.29M	Hold	8,571	–	–	0.28%	42
2024 Q4	$1.41M	Hold	8,571	–	–	0.31%	40
2024 Q3	$1.43M	Sell	8,571 -18	-0.2%	-$2.92K	0.32%	40
2024 Q2	$1.31M	Hold	8,589	–	–	0.31%	40
2024 Q1	$1.36M	Hold	8,589	–	–	0.37%	31
2023 Q4	$1.33M	Buy	8,589 +430	+5%	+$59.6K	0.39%	30
2023 Q3	$1.11M	Sell	8,159 -430	-5%	-$61.7K	0.51%	28
2023 Q2	$1.21M	Hold	8,589	–	–	0.53%	26
2023 Q1	$1.18M	Hold	8,589	–	–	0.54%	24
2022 Q4	$1.19M	Buy	+8,589	New	+$1.21M	0.59%	23

Other funds holding IWN

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

TIAA Wealth Investment Management New York $16.6B AUM

M&T Bank Buffalo, New York $34.1B AUM 21.87% 1-Year Est. Return

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

TIAA-CREF Individual & Institutional Services New York $29.5B AUM

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

UBS Group Zurich, Switzerland $765B AUM 28.39% 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

Altiora Financial Group's IWN Position: Q3 2026 in Review

Altiora Financial Group reduced its iShares Russell 2000 Value ETF (IWN) stake by 20% in Q3 2026, selling an estimated $349K and leaving 6,253 shares worth $1.31M. The position accounts for 0.21% of the portfolio, ranked #49.

Altiora Financial Group first reported a position in IWN in Q4 2022 and has held it in 16 quarters since. The position peaked at $1.73M in Q2 2026. 966 funds tracked by Wall St. Rank hold IWN as of Q3 2026.

Altiora Financial Group held 6,253 shares of iShares Russell 2000 Value ETF worth $1.31M as of Q3 2026.
Altiora Financial Group sold 1,578 iShares Russell 2000 Value ETF shares in Q3 2026, an estimated $349K.
iShares Russell 2000 Value ETF made up 0.21% of Altiora Financial Group's portfolio in Q3 2026, its #49 holding.
Altiora Financial Group first reported a position in iShares Russell 2000 Value ETF in Q4 2022 and has held it in 16 quarters since.
Altiora Financial Group's iShares Russell 2000 Value ETF position peaked at $1.73M in Q2 2026.
966 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q3 2026.

Based on Altiora Financial Group's 13F filing for Q3 2026, filed 4 Nov 2026.