Cynosure Group’s iShares Russell 2000 Value ETF IWN Stock Holding History

Cynosure Group’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	–	Sell	-1,566	Closed	-$236K	–	387
2025 Q1	$236K	Hold	1,566	–	–	0.03%	368
2024 Q4	$257K	Sell	1,566 -260	-14%	-$44.4K	0.04%	359
2024 Q3	$305K	Hold	1,826	–	–	0.04%	353
2024 Q2	$278K	Sell	1,826 -678	-27%	-$104K	0.04%	327
2024 Q1	$398K	Sell	2,504 -497	-17%	-$75.3K	0.07%	143
2023 Q4	$466K	Buy	3,001 +522	+21%	+$72.3K	0.08%	122
2023 Q3	$336K	Buy	+2,479	New	+$355K	0.1%	121

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

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

VNIM

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

Goldman Sachs New York $871B 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 Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

Cynosure Group's IWN Position: Q2 2025 in Review

Cynosure Group sold out of iShares Russell 2000 Value ETF (IWN) in Q2 2025, closing a stake of 1,566 shares — an estimated $236K sold.

Cynosure Group first reported a position in IWN in Q3 2023 and held it in 7 quarters. The position peaked at $466K in Q4 2023. 963 funds tracked by Wall St. Rank hold IWN as of Q2 2025.

Cynosure Group reported no remaining iShares Russell 2000 Value ETF position as of Q2 2025 after selling out during the quarter.
Cynosure Group sold 1,566 iShares Russell 2000 Value ETF shares in Q2 2025, an estimated $236K.
Cynosure Group first reported a position in iShares Russell 2000 Value ETF in Q3 2023 and held it in 7 quarters.
Cynosure Group's iShares Russell 2000 Value ETF position peaked at $466K in Q4 2023.
963 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2025.

Based on Cynosure Group's 13F filing for Q2 2025, filed 12 Aug 2025.