Cardiff Park Advisors’s iShares Russell 2000 Value ETF IWN Stock Holding History

Cardiff Park 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 Q1	$777K	Buy	4,098 +3	+0.1%	+$581	0.06%	139
2025 Q4	$742K	Sell	4,095 -140	-3%	-$25.1K	0.06%	145
2025 Q3	$749K	Buy	4,235 +5	+0.1%	+$844	0.06%	149
2025 Q2	$667K	Buy	4,230 +4	+0.1%	+$596	0.06%	143
2025 Q1	$638K	Sell	4,226 -587	-12%	-$94.8K	0.06%	139
2024 Q4	$790K	Buy	4,813 +5	+0.1%	+$853	0.08%	123
2024 Q3	$802K	Buy	4,808 +5	+0.1%	+$812	0.07%	115
2024 Q2	$732K	Buy	4,803 +4	+0.1%	+$612	0.07%	123
2024 Q1	$762K	Sell	4,799 -2	-0%	-$303	0.07%	122
2023 Q4	$746K	Buy	4,801 +27	+0.6%	+$3.74K	0.08%	119
2023 Q3	$647K	Hold	4,774	–	–	0.08%	120
2023 Q2	$672K	Buy	4,774 +6	+0.1%	+$811	0.08%	119
2023 Q1	$653K	Buy	4,768 +8	+0.2%	+$1.16K	0.09%	118
2022 Q4	$660K	Buy	4,760 +21	+0.4%	+$2.96K	0.09%	116
2022 Q3	$611K	Hold	4,739	–	–	0.1%	120
2022 Q2	$645K	Sell	4,739 -36	-0.8%	-$5.36K	0.1%	115
2022 Q1	$771K	Buy	4,775 +13	+0.3%	+$2.07K	0.11%	98
2021 Q4	$791K	Buy	+4,762	New	+$794K	0.1%	100

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

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 Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Cardiff Park Advisors's IWN Position: Q1 2026 in Review

Cardiff Park Advisors increased its iShares Russell 2000 Value ETF (IWN) stake by 0.07% in Q1 2026, buying an estimated $581 and bringing the position to 4,098 shares worth $777K. The position accounts for 0.06% of the portfolio, ranked #139.

Cardiff Park Advisors first reported a position in IWN in Q4 2021 and has held it in 18 quarters since. The position peaked at $802K in Q3 2024. 1,028 funds tracked by Wall St. Rank hold IWN as of Q1 2026.

Cardiff Park Advisors held 4,098 shares of iShares Russell 2000 Value ETF worth $777K as of Q1 2026.
Cardiff Park Advisors bought 3 iShares Russell 2000 Value ETF shares in Q1 2026, an estimated $581.
iShares Russell 2000 Value ETF made up 0.06% of Cardiff Park Advisors's portfolio in Q1 2026, its #139 holding.
Cardiff Park Advisors first reported a position in iShares Russell 2000 Value ETF in Q4 2021 and has held it in 18 quarters since.
Cardiff Park Advisors's iShares Russell 2000 Value ETF position peaked at $802K in Q3 2024.
1,028 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q1 2026.

Based on Cardiff Park Advisors's 13F filing for Q1 2026, filed 15 May 2026.