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 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

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 $424B AUM 22.94% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $13.1B AUM

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 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

Altiora Financial Group's IWN Position: Q1 2026 in Review

Altiora Financial Group held its iShares Russell 2000 Value ETF (IWN) position steady in Q1 2026 at 7,831 shares worth $1.48M. The position accounts for 0.24% of the portfolio, ranked #49.

Altiora Financial Group first reported a position in IWN in Q4 2022 and has held it in 14 quarters since. 1,030 funds tracked by Wall St. Rank hold IWN as of Q1 2026.

Altiora Financial Group held 7,831 shares of iShares Russell 2000 Value ETF worth $1.48M as of Q1 2026.
Altiora Financial Group left its iShares Russell 2000 Value ETF share count unchanged in Q1 2026.
iShares Russell 2000 Value ETF made up 0.24% of Altiora Financial Group's portfolio in Q1 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 14 quarters since.
1,030 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q1 2026.

Based on Altiora Financial Group's 13F filing for Q1 2026, filed 8 May 2026.