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Atticus Wealth Management’s iShares Russell 2000 Value ETF IWN Stock Holding History

Atticus Wealth Management’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
Q3 		– Sell
-713
Closed -$112K – 416
2025
Q2 		$112K Buy
713
+3
+0.4% +$447 0.03% 231
2025
Q1 		$107K Sell
710
-10
-1% -$1.61K 0.04% 154
2024
Q4 		$118K Buy
720
+3
+0.4% +$512 0.04% 154
2024
Q3 		$120K Buy
717
+4
+0.6% +$650 0.04% 158
2024
Q2 		$109K Sell
713
-2
-0.3% -$306 0.04% 156
2024
Q1 		$114K Sell
715
-7
-1% -$1.06K 0.04% 153
2023
Q4 		$112K Buy
722
+8
+1% +$1.11K 0.04% 153
2023
Q3 		$96.7K Hold
714
– – 0.04% 179
2023
Q2 		$100K Sell
714
-25
-3% -$3.38K 0.04% 175
2023
Q1 		$101K Buy
739
+4
+0.5% +$580 0.04% 171
2022
Q4 		$102K Buy
+735
New +$104K 0.04% 177
2022
Q3 		– Sell
-726
Closed -$99K – 592
2022
Q2 		$99K Buy
726
+3
+0.4% +$446 0.04% 182
2022
Q1 		$117K Buy
723
+2
+0.3% +$319 0.04% 188
2021
Q4 		$120K Buy
721
+7
+1% +$1.17K 0.05% 155
2021
Q3 		$114K Hold
714
– – 0.05% 147
2021
Q2 		$118K Buy
714
+3
+0.4% +$495 0.05% 151
2021
Q1 		$113K Hold
711
– – 0.05% 145
2020
Q4 		$94K Buy
711
+59
+9% +$6.96K 0.05% 159
2020
Q3 		$65K Buy
652
+4
+0.6% +$406 0.04% 162
2020
Q2 		$63K Buy
648
+7
+1% +$637 0.04% 162
2020
Q1 		$53K Hold
641
– – 0.04% 166
2019
Q4 		$82K Buy
+641
New +$79.3K 0.05% 145

Other funds holding IWN

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Atticus Wealth Management's IWN Position: Q3 2025 in Review

Atticus Wealth Management sold out of iShares Russell 2000 Value ETF (IWN) in Q3 2025, closing a stake of 713 shares — an estimated $112K sold.

Atticus Wealth Management first reported a position in IWN in Q4 2019 and held it in 22 quarters. The position peaked at $120K in Q4 2021. 973 funds tracked by Wall St. Rank hold IWN as of Q3 2025.

  • Atticus Wealth Management reported no remaining iShares Russell 2000 Value ETF position as of Q3 2025 after selling out during the quarter.
  • Atticus Wealth Management sold 713 iShares Russell 2000 Value ETF shares in Q3 2025, an estimated $112K.
  • Atticus Wealth Management first reported a position in iShares Russell 2000 Value ETF in Q4 2019 and held it in 22 quarters.
  • Atticus Wealth Management's iShares Russell 2000 Value ETF position peaked at $120K in Q4 2021.
  • 973 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q3 2025.

Based on Atticus Wealth Management's 13F filing for Q3 2025, filed 7 Nov 2025.