Aufman Associates’s iShares Russell 2000 Value ETF IWN Stock Holding History

Aufman Associates’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	$284K	Hold	1,500	–	–	0.14%	50
2025 Q4	$272K	Hold	1,500	–	–	0.14%	49
2025 Q3	$265K	Hold	1,500	–	–	0.15%	52
2025 Q2	$237K	Buy	+1,500	New	+$223K	0.15%	55

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 $18.1B AUM 24.63% 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

Aufman Associates's IWN Position: Q1 2026 in Review

Aufman Associates held its iShares Russell 2000 Value ETF (IWN) position steady in Q1 2026 at 1,500 shares worth $284K. The position accounts for 0.14% of the portfolio, ranked #50.

Aufman Associates first reported a position in IWN in Q2 2025 and has held it in 4 quarters since. 1,030 funds tracked by Wall St. Rank hold IWN as of Q1 2026.

Aufman Associates held 1,500 shares of iShares Russell 2000 Value ETF worth $284K as of Q1 2026.
Aufman Associates left its iShares Russell 2000 Value ETF share count unchanged in Q1 2026.
iShares Russell 2000 Value ETF made up 0.14% of Aufman Associates's portfolio in Q1 2026, its #50 holding.
Aufman Associates first reported a position in iShares Russell 2000 Value ETF in Q2 2025 and has held it in 4 quarters since.
1,030 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q1 2026.

Based on Aufman Associates's 13F filing for Q1 2026, filed 15 May 2026.