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

Ausdal Financial Partners’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 		$471K Buy
2,484
+48
+2% +$9.29K 0.02% 607
2025
Q4 		$441K Buy
2,436
+15
+0.6% +$2.69K 0.02% 596
2025
Q3 		$428K Hold
2,421
– – 0.02% 604
2025
Q2 		$382K Buy
+2,421
New +$361K 0.03% 489
2018
Q4 		– Sell
-1,777
Closed -$236K – 332
2018
Q3 		$236K Hold
1,777
– – 0.07% 335
2018
Q2 		$234K Sell
1,777
-66
-4% -$8.51K 0.07% 327
2018
Q1 		$225K Sell
1,843
-235
-11% -$29.4K 0.08% 301
2017
Q4 		$261K Sell
2,078
-599
-22% -$74.9K 0.09% 282
2017
Q3 		$332K Sell
2,677
-86
-3% -$10.1K 0.13% 204
2017
Q2 		$328K Sell
2,763
-1,743
-39% -$205K 0.14% 199
2017
Q1 		$532K Sell
4,506
-380
-8% -$45.1K 0.24% 108
2016
Q4 		$581K Sell
4,886
-496
-9% -$54.8K 0.27% 98
2016
Q3 		$564K Buy
5,382
+246
+5% +$25.2K 0.28% 103
2016
Q2 		$500K Sell
5,136
-47
-0.9% -$4.48K 0.26% 100
2016
Q1 		$483K Sell
5,183
-15
-0.3% -$1.3K 0.27% 102
2015
Q4 		$478K Buy
+5,198
New +$494K 0.24% 105

Other funds holding IWN

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
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
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Ausdal Financial Partners's IWN Position: Q1 2026 in Review

Ausdal Financial Partners increased its iShares Russell 2000 Value ETF (IWN) stake by 2% in Q1 2026, buying an estimated $9.29K and bringing the position to 2,484 shares worth $471K. The position accounts for 0.02% of the portfolio, ranked #607.

Ausdal Financial Partners first reported a position in IWN in Q4 2015 and has held it in 16 quarters since. The position peaked at $581K in Q4 2016. 1,028 funds tracked by Wall St. Rank hold IWN as of Q1 2026.

  • Ausdal Financial Partners held 2,484 shares of iShares Russell 2000 Value ETF worth $471K as of Q1 2026.
  • Ausdal Financial Partners bought 48 iShares Russell 2000 Value ETF shares in Q1 2026, an estimated $9.29K.
  • iShares Russell 2000 Value ETF made up 0.02% of Ausdal Financial Partners's portfolio in Q1 2026, its #607 holding.
  • Ausdal Financial Partners first reported a position in iShares Russell 2000 Value ETF in Q4 2015 and has held it in 16 quarters since.
  • Ausdal Financial Partners's iShares Russell 2000 Value ETF position peaked at $581K in Q4 2016.
  • 1,028 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q1 2026.

Based on Ausdal Financial Partners's 13F filing for Q1 2026, filed 12 May 2026.