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

Broadview Financial 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
2026
Q1 		$559K Sell
2,949
-64
-2% -$12.4K 0.38% 33
2025
Q4 		$546K Buy
3,013
+37
+1% +$6.65K 0.37% 33
2025
Q3 		$526K Buy
2,976
+14
+0.5% +$2.36K 0.35% 33
2025
Q2 		$467K Buy
2,962
+13
+0.4% +$1.94K 0.32% 34
2025
Q1 		$445K Sell
2,949
-1
-0% -$162 0.33% 33
2024
Q4 		$484K Sell
2,950
-98
-3% -$16.7K 0.35% 34
2024
Q3 		$508K Sell
3,048
-38
-1% -$6.17K 0.34% 34
2024
Q2 		$470K Sell
3,086
-44
-1% -$6.73K 0.34% 34
2024
Q1 		$497K Sell
3,130
-6
-0.2% -$909 0.36% 34
2023
Q4 		$487K Sell
3,136
-5
-0.2% -$693 0.38% 34
2023
Q3 		$426K Sell
3,141
-33
-1% -$4.73K 0.39% 31
2023
Q2 		$447K Sell
3,174
-59
-2% -$7.98K 0.38% 32
2023
Q1 		$443K Buy
3,233
+17
+0.5% +$2.46K 0.39% 35
2022
Q4 		$446K Sell
3,216
-57
-2% -$8.05K 0.4% 36
2022
Q3 		$422K Sell
3,273
-7
-0.2% -$1.01K 0.42% 32
2022
Q2 		$447K Buy
3,280
+34
+1% +$5.06K 0.42% 34
2022
Q1 		$524K Buy
3,246
+10
+0.3% +$1.59K 0.39% 37
2021
Q4 		$537K Buy
3,236
+34
+1% +$5.67K 0.38% 37
2021
Q3 		$513K Buy
3,202
+14
+0.4% +$2.25K 0.4% 35
2021
Q2 		$529K Sell
3,188
-195
-6% -$32.2K 0.4% 35
2021
Q1 		$540K Sell
3,383
-267
-7% -$40.4K 0.42% 35
2020
Q4 		$481K Sell
3,650
-2
-0.1% -$236 0.37% 37
2020
Q3 		$363K Sell
3,652
-1,609
-31% -$163K 0.31% 38
2020
Q2 		$513K Buy
+5,261
New +$479K 0.41% 35
2020
Q1 		– Sell
-2,144
Closed -$276K – 42
2019
Q4 		$276K Buy
2,144
+14
+0.7% +$1.73K 0.19% 41
2019
Q3 		$254K Buy
2,130
+9
+0.4% +$1.06K 0.19% 40
2019
Q2 		$256K Buy
2,121
+135
+7% +$16.3K 0.19% 39
2019
Q1 		$238K Buy
1,986
+8
+0.4% +$956 0.19% 42
2018
Q4 		$213K Buy
+1,978
New +$238K 0.19% 49

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

Broadview Financial Management's IWN Position: Q1 2026 in Review

Broadview Financial Management reduced its iShares Russell 2000 Value ETF (IWN) stake by 2.1% in Q1 2026, selling an estimated $12.4K and leaving 2,949 shares worth $559K. The position accounts for 0.38% of the portfolio, ranked #33.

Broadview Financial Management first reported a position in IWN in Q4 2018 and has held it in 29 quarters since. 1,029 funds tracked by Wall St. Rank hold IWN as of Q1 2026.

  • Broadview Financial Management held 2,949 shares of iShares Russell 2000 Value ETF worth $559K as of Q1 2026.
  • Broadview Financial Management sold 64 iShares Russell 2000 Value ETF shares in Q1 2026, an estimated $12.4K.
  • iShares Russell 2000 Value ETF made up 0.38% of Broadview Financial Management's portfolio in Q1 2026, its #33 holding.
  • Broadview Financial Management first reported a position in iShares Russell 2000 Value ETF in Q4 2018 and has held it in 29 quarters since.
  • 1,029 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q1 2026.

Based on Broadview Financial Management's 13F filing for Q1 2026, filed 4 May 2026.