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Cahill Financial Advisors’s iShares Russell 2000 Value ETF IWN Stock Holding History

Cahill Financial 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
2026
Q2 		$498K Sell
2,250
-1
-0% -$209 0.05% 184
2026
Q1 		$427K Hold
2,251
– – 0.05% 197
2025
Q4 		$408K Hold
2,251
– – 0.04% 199
2025
Q3 		$398K Sell
2,251
-10
-0.4% -$1.69K 0.05% 198
2025
Q2 		$357K Sell
2,261
-288
-11% -$42.9K 0.04% 210
2025
Q1 		$385K Sell
2,549
-20
-0.8% -$3.23K 0.05% 192
2024
Q4 		$422K Sell
2,569
-29
-1% -$4.95K 0.06% 173
2024
Q3 		$433K Sell
2,598
-236
-8% -$38.3K 0.06% 176
2024
Q2 		$432K Buy
2,834
+1
+0% +$153 0.06% 184
2024
Q1 		$450K Sell
2,833
-5
-0.2% -$757 0.06% 179
2023
Q4 		$441K Sell
2,838
-457
-14% -$63.3K 0.07% 169
2023
Q3 		$447K Sell
3,295
-5
-0.2% -$717 0.07% 162
2023
Q2 		$465K Buy
3,300
+414
+14% +$56K 0.08% 167
2023
Q1 		$395K Sell
2,886
-190
-6% -$27.5K 0.07% 168
2022
Q4 		$427K Sell
3,076
-160
-5% -$22.6K 0.08% 160
2022
Q3 		$418K Sell
3,236
-790
-20% -$114K 0.09% 161
2022
Q2 		$548K Buy
4,026
+103
+3% +$15.3K 0.12% 146
2022
Q1 		$633K Sell
3,923
-86
-2% -$13.7K 0.12% 144
2021
Q4 		$665K Sell
4,009
-155
-4% -$25.8K 0.13% 142
2021
Q3 		$667K Sell
4,164
-57
-1% -$9.16K 0.14% 138
2021
Q2 		$699K Sell
4,221
-216
-5% -$35.6K 0.16% 121
2021
Q1 		$708K Sell
4,437
-2,382
-35% -$360K 0.17% 114
2020
Q4 		$898K Buy
+6,819
New +$805K 0.23% 89

Other funds holding IWN

Envestnet Asset Management
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
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return

Cahill Financial Advisors's IWN Position: Q2 2026 in Review

Cahill Financial Advisors reduced its iShares Russell 2000 Value ETF (IWN) stake by 0.04% in Q2 2026, selling an estimated $209 and leaving 2,250 shares worth $498K. The position accounts for 0.05% of the portfolio, ranked #184.

Cahill Financial Advisors first reported a position in IWN in Q4 2020 and has held it in 23 quarters since. The position peaked at $898K in Q4 2020. 838 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

  • Cahill Financial Advisors held 2,250 shares of iShares Russell 2000 Value ETF worth $498K as of Q2 2026.
  • Cahill Financial Advisors sold 1 iShares Russell 2000 Value ETF share in Q2 2026, an estimated $209.
  • iShares Russell 2000 Value ETF made up 0.05% of Cahill Financial Advisors's portfolio in Q2 2026, its #184 holding.
  • Cahill Financial Advisors first reported a position in iShares Russell 2000 Value ETF in Q4 2020 and has held it in 23 quarters since.
  • Cahill Financial Advisors's iShares Russell 2000 Value ETF position peaked at $898K in Q4 2020.
  • 838 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

Based on Cahill Financial Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.