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

Congress 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
2025
Q2 		$9.61M Buy
60,935
+21,648
+55% +$3.22M 0.09% 254
2025
Q1 		$5.95M Buy
39,287
+3,462
+10% +$559K 0.07% 300
2024
Q4 		$5.88M Sell
35,825
-1,063
-3% -$181K 0.08% 267
2024
Q3 		$6.15M Sell
36,888
-44,474
-55% -$7.22M 0.08% 268
2024
Q2 		$12.4M Buy
81,362
+5,492
+7% +$840K 0.2% 147
2024
Q1 		$12M Sell
75,870
-211
-0.3% -$32K 0.21% 144
2023
Q4 		$11.8M Buy
76,081
+998
+1% +$138K 0.22% 135
2023
Q3 		$10.2M Buy
+75,083
New +$10.8M 0.21% 141

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
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $9.96B AUM 41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return