American Financial Advisors’s iShares Russell 2000 Value ETF IWN Stock Holding History

American Financial Advisors’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 Q2	$1.71M	Sell	7,721 -643	-8%	-$135K	0.21%	51
2026 Q1	$1.59M	Sell	8,364 -12	-0.1%	-$2.32K	0.21%	48
2025 Q4	$1.52M	Sell	8,376 -836	-9%	-$150K	0.2%	52
2025 Q3	$1.63M	Sell	9,212 -1,116	-11%	-$188K	0.21%	53
2025 Q2	$1.63M	Buy	10,328 +80	+0.8%	+$11.9K	0.23%	49
2025 Q1	$1.55M	Sell	10,248 -224	-2%	-$36.2K	0.22%	49
2024 Q4	$1.72M	Sell	10,472 -25	-0.2%	-$4.27K	0.24%	44
2024 Q3	$1.75M	Sell	10,497 -405	-4%	-$65.8K	0.24%	46
2024 Q2	$1.66M	Buy	10,902 +40	+0.4%	+$6.12K	0.24%	45
2024 Q1	$1.73M	Buy	10,862 +230	+2%	+$34.8K	0.24%	46
2023 Q4	$1.65M	Sell	10,632 -421	-4%	-$58.3K	0.24%	43
2023 Q3	$1.5M	Sell	11,053 -225	-2%	-$32.3K	0.24%	45
2023 Q2	$1.59M	Sell	11,278 -528	-4%	-$71.4K	0.25%	47
2023 Q1	$1.62M	Sell	11,806 -1,304	-10%	-$189K	0.26%	45
2022 Q4	$1.82M	Buy	13,110 +48	+0.4%	+$6.78K	0.31%	41
2022 Q3	$1.68M	Sell	13,062 -328	-2%	-$47.4K	0.29%	42
2022 Q2	$1.82M	Sell	13,390 -93	-0.7%	-$13.8K	0.48%	26
2022 Q1	$2.18M	Sell	13,483 -84	-0.6%	-$13.4K	0.3%	42
2021 Q4	$2.25M	Sell	13,567 -1,325	-9%	-$221K	0.29%	41
2021 Q3	$2.39M	Sell	14,892 -283	-2%	-$45.5K	0.32%	40
2021 Q2	$2.52M	Sell	15,175 -610	-4%	-$101K	0.35%	39
2021 Q1	$2.52M	Sell	15,785 -1,049	-6%	-$159K	0.37%	38
2020 Q4	$2.22M	Sell	16,834 -291	-2%	-$34.3K	0.32%	41
2020 Q3	$1.7M	Buy	17,125 +36	+0.2%	+$3.66K	0.28%	46
2020 Q2	$1.69M	Sell	17,089 -419	-2%	-$38.1K	0.27%	44
2020 Q1	$1.56M	Sell	17,508 -593	-3%	-$66.5K	0.28%	44
2019 Q4	$2.17M	Buy	18,101 +57	+0.3%	+$7.05K	0.38%	38
2019 Q3	$2.15M	Sell	18,044 -1,328	-7%	-$157K	0.41%	34
2019 Q2	$2.33M	Sell	19,372 -772	-4%	-$93.2K	0.46%	34
2019 Q1	$2.42M	Sell	20,144 -400	-2%	-$47.8K	0.49%	34
2018 Q4	$2.21M	Buy	+20,544	New	+$2.47M	0.48%	33

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

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

TWIM

TIAA Wealth Investment Management New York $15B 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 $29.1B AUM

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

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

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

VNIM

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

American Financial Advisors's IWN Position: Q2 2026 in Review

American Financial Advisors reduced its iShares Russell 2000 Value ETF (IWN) stake by 7.7% in Q2 2026, selling an estimated $135K and leaving 7,721 shares worth $1.71M. The position accounts for 0.21% of the portfolio, ranked #51.

American Financial Advisors first reported a position in IWN in Q4 2018 and has held it in 31 quarters since. The position peaked at $2.52M in Q1 2021. 1,074 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

American Financial Advisors held 7,721 shares of iShares Russell 2000 Value ETF worth $1.71M as of Q2 2026.
American Financial Advisors sold 643 iShares Russell 2000 Value ETF shares in Q2 2026, an estimated $135K.
iShares Russell 2000 Value ETF made up 0.21% of American Financial Advisors's portfolio in Q2 2026, its #51 holding.
American Financial Advisors first reported a position in iShares Russell 2000 Value ETF in Q4 2018 and has held it in 31 quarters since.
American Financial Advisors's iShares Russell 2000 Value ETF position peaked at $2.52M in Q1 2021.
1,074 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

Based on American Financial Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.