ClientFirst Wealth Management’s iShares Russell 2000 Value ETF IWN Stock Holding History

ClientFirst Wealth 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	$271K	Hold	1,430	–	–	0.23%	43
2025 Q4	$259K	Hold	1,430	–	–	0.21%	42
2025 Q3	$253K	Sell	1,430 -500	-26%	-$84.4K	0.2%	45
2025 Q2	$304K	Sell	1,930 -500	-21%	-$74.5K	0.31%	34
2025 Q1	$367K	Sell	2,430 -1	-0%	-$162	0.42%	26
2024 Q4	$399K	Buy	+2,431	New	+$415K	0.4%	22
2023 Q3	$205K	Sell	1,526 -500	-25%	-$71.7K	0.25%	31
2023 Q2	$292K	Hold	2,026	–	–	0.35%	21
2023 Q1	$273K	Buy	2,026 +500	+33%	+$72.5K	0.36%	20
2022 Q4	$212K	Sell	1,526 -2,190	-59%	-$309K	0.27%	24
2022 Q3	$551K	Buy	3,716 +595	+19%	+$86K	0.68%	16
2022 Q2	$425K	Buy	3,121 +1,400	+81%	+$208K	0.65%	18
2022 Q1	$278K	Hold	1,721	–	–	0.26%	24
2021 Q4	$279K	Buy	+1,721	New	+$287K	0.25%	24

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

ClientFirst Wealth Management's IWN Position: Q1 2026 in Review

ClientFirst Wealth Management held its iShares Russell 2000 Value ETF (IWN) position steady in Q1 2026 at 1,430 shares worth $271K. The position accounts for 0.23% of the portfolio, ranked #43.

ClientFirst Wealth Management first reported a position in IWN in Q4 2021 and has held it in 14 quarters since. The position peaked at $551K in Q3 2022. 1,028 funds tracked by Wall St. Rank hold IWN as of Q1 2026.

ClientFirst Wealth Management held 1,430 shares of iShares Russell 2000 Value ETF worth $271K as of Q1 2026.
ClientFirst Wealth Management left its iShares Russell 2000 Value ETF share count unchanged in Q1 2026.
iShares Russell 2000 Value ETF made up 0.23% of ClientFirst Wealth Management's portfolio in Q1 2026, its #43 holding.
ClientFirst Wealth Management first reported a position in iShares Russell 2000 Value ETF in Q4 2021 and has held it in 14 quarters since.
ClientFirst Wealth Management's iShares Russell 2000 Value ETF position peaked at $551K in Q3 2022.
1,028 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q1 2026.

Based on ClientFirst Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.