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

AmeriFlex 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 Q2	$12K	Sell	54 -4	-7%	-$837	﹤0.01%	809
2026 Q1	$11K	Hold	58	–	–	0.01%	710
2025 Q4	$10.5K	Sell	58 -58	-50%	-$10.4K	0.01%	709
2025 Q3	$20.5K	Sell	116 -97	-46%	-$16.4K	0.01%	645
2025 Q2	$33.6K	Sell	213 -19	-8%	-$2.83K	0.02%	464
2025 Q1	$35K	Sell	232 -45	-16%	-$7.27K	0.01%	558
2024 Q4	$46.4K	Buy	+277	New	+$47.3K	0.02%	454

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 29.18% 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

AmeriFlex Group's IWN Position: Q2 2026 in Review

AmeriFlex Group reduced its iShares Russell 2000 Value ETF (IWN) stake by 6.9% in Q2 2026, selling an estimated $837 and leaving 54 shares worth $12K. The position accounts for ﹤0.01% of the portfolio, ranked #809.

AmeriFlex Group first reported a position in IWN in Q4 2024 and has held it in 7 quarters since. The position peaked at $46.4K in Q4 2024. 1,078 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

AmeriFlex Group held 54 shares of iShares Russell 2000 Value ETF worth $12K as of Q2 2026.
AmeriFlex Group sold 4 iShares Russell 2000 Value ETF shares in Q2 2026, an estimated $837.
iShares Russell 2000 Value ETF made up ﹤0.01% of AmeriFlex Group's portfolio in Q2 2026, its #809 holding.
AmeriFlex Group first reported a position in iShares Russell 2000 Value ETF in Q4 2024 and has held it in 7 quarters since.
AmeriFlex Group's iShares Russell 2000 Value ETF position peaked at $46.4K in Q4 2024.
1,078 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

Based on AmeriFlex Group's 13F filing for Q2 2026, filed 14 Aug 2026.