Bordeaux Wealth Advisors’s iShares Russell 2000 Value ETF IWN Stock Holding History

Bordeaux Wealth Advisors’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 Q2	$276K	Hold	1,750	–	–	0.04%	132
2025 Q1	$264K	Hold	1,750	–	–	0.05%	128
2024 Q4	$287K	Hold	1,750	–	–	0.05%	122
2024 Q3	$292K	Hold	1,750	–	–	0.05%	123
2024 Q2	$267K	Hold	1,750	–	–	0.05%	116
2024 Q1	$278K	Hold	1,750	–	–	0.09%	86
2023 Q4	$272K	Hold	1,750	–	–	0.09%	92
2023 Q3	$237K	Hold	1,750	–	–	0.1%	85
2023 Q2	$246K	Hold	1,750	–	–	0.1%	87
2023 Q1	$240K	Buy	+1,750	New	+$254K	0.12%	93

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 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

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Bordeaux Wealth Advisors's IWN Position: Q2 2025 in Review

Bordeaux Wealth Advisors held its iShares Russell 2000 Value ETF (IWN) position steady in Q2 2025 at 1,750 shares worth $276K. The position accounts for 0.04% of the portfolio, ranked #132.

Bordeaux Wealth Advisors first reported a position in IWN in Q1 2023 and has held it in 10 quarters since. The position peaked at $292K in Q3 2024. 964 funds tracked by Wall St. Rank hold IWN as of Q2 2025.

Bordeaux Wealth Advisors held 1,750 shares of iShares Russell 2000 Value ETF worth $276K as of Q2 2025.
Bordeaux Wealth Advisors left its iShares Russell 2000 Value ETF share count unchanged in Q2 2025.
iShares Russell 2000 Value ETF made up 0.04% of Bordeaux Wealth Advisors's portfolio in Q2 2025, its #132 holding.
Bordeaux Wealth Advisors first reported a position in iShares Russell 2000 Value ETF in Q1 2023 and has held it in 10 quarters since.
Bordeaux Wealth Advisors's iShares Russell 2000 Value ETF position peaked at $292K in Q3 2024.
964 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2025.

Based on Bordeaux Wealth Advisors's 13F filing for Q2 2025, filed 4 Aug 2025.