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

Atala Financial’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
2025 Q4	–	Sell	-1,560	Closed	-$276K	–	125
2025 Q3	$276K	Hold	1,560	–	–	0.17%	106
2025 Q2	$246K	Hold	1,560	–	–	0.17%	110
2025 Q1	$236K	Sell	1,560 -78	-5%	-$12.6K	0.17%	106
2024 Q4	$269K	Buy	+1,638	New	+$280K	0.19%	107

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

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Atala Financial's IWN Position: Q4 2025 in Review

Atala Financial sold out of iShares Russell 2000 Value ETF (IWN) in Q4 2025, closing a stake of 1,560 shares — an estimated $276K sold.

Atala Financial first reported a position in IWN in Q4 2024 and held it in 4 quarters. The position peaked at $276K in Q3 2025. 1,042 funds tracked by Wall St. Rank hold IWN as of Q4 2025.

Atala Financial reported no remaining iShares Russell 2000 Value ETF position as of Q4 2025 after selling out during the quarter.
Atala Financial sold 1,560 iShares Russell 2000 Value ETF shares in Q4 2025, an estimated $276K.
Atala Financial first reported a position in iShares Russell 2000 Value ETF in Q4 2024 and held it in 4 quarters.
Atala Financial's iShares Russell 2000 Value ETF position peaked at $276K in Q3 2025.
1,042 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q4 2025.

Based on Atala Financial's 13F filing for Q4 2025, filed 23 Jan 2026.