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 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 $1.37T 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

AmeriFlex Group's IWN Position: Q1 2026 in Review

AmeriFlex Group held its iShares Russell 2000 Value ETF (IWN) position steady in Q1 2026 at 58 shares worth $11K. The position accounts for 0.01% of the portfolio, ranked #710.

AmeriFlex Group first reported a position in IWN in Q4 2024 and has held it in 6 quarters since. The position peaked at $46.4K in Q4 2024. 1,028 funds tracked by Wall St. Rank hold IWN as of Q1 2026.

AmeriFlex Group held 58 shares of iShares Russell 2000 Value ETF worth $11K as of Q1 2026.
AmeriFlex Group left its iShares Russell 2000 Value ETF share count unchanged in Q1 2026.
iShares Russell 2000 Value ETF made up 0.01% of AmeriFlex Group's portfolio in Q1 2026, its #710 holding.
AmeriFlex Group first reported a position in iShares Russell 2000 Value ETF in Q4 2024 and has held it in 6 quarters since.
AmeriFlex Group's iShares Russell 2000 Value ETF position peaked at $46.4K in Q4 2024.
1,028 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q1 2026.

Based on AmeriFlex Group's 13F filing for Q1 2026, filed 15 May 2026.