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 Q2	$648K	Sell	2,929 -20	-0.7%	-$4.19K	0.4%	33
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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $15B 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 $29.1B AUM

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

VNIM

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

Broadview Financial Management's IWN Position: Q2 2026 in Review

Broadview Financial Management reduced its iShares Russell 2000 Value ETF (IWN) stake by 0.68% in Q2 2026, selling an estimated $4.19K and leaving 2,929 shares worth $648K. The position accounts for 0.4% of the portfolio, ranked #33.

Broadview Financial Management first reported a position in IWN in Q4 2018 and has held it in 30 quarters since. 1,078 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

Broadview Financial Management held 2,929 shares of iShares Russell 2000 Value ETF worth $648K as of Q2 2026.
Broadview Financial Management sold 20 iShares Russell 2000 Value ETF shares in Q2 2026, an estimated $4.19K.
iShares Russell 2000 Value ETF made up 0.4% of Broadview Financial Management's portfolio in Q2 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 30 quarters since.
1,078 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

Based on Broadview Financial Management's 13F filing for Q2 2026, filed 13 Aug 2026.