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

DHJJ 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	$27.9K	Hold	126	–	–	0.01%	504
2026 Q1	$23.9K	Hold	126	–	–	0.01%	508
2025 Q4	$22.8K	Hold	126	–	–	0.01%	484
2025 Q3	$22.3K	Sell	126 -85	-40%	-$14.3K	0.01%	471
2025 Q2	$33.3K	Hold	211	–	–	0.01%	407
2025 Q1	$31.9K	Buy	211 +85	+67%	+$13.7K	0.01%	376
2024 Q4	$20.7K	Hold	126	–	–	0.01%	411
2024 Q3	$21K	Sell	126 -889	-88%	-$144K	0.01%	405
2024 Q2	$155K	Hold	1,015	–	–	0.07%	161
2024 Q1	$161K	Hold	1,015	–	–	0.07%	156
2023 Q4	$158K	Hold	1,015	–	–	0.07%	155
2023 Q3	$138K	Buy	+1,015	New	+$146K	0.07%	160
2021 Q1	–	Sell	-2,659	Closed	-$350K	–	109
2020 Q4	$350K	Buy	+2,659	New	+$314K	0.22%	73

Other funds holding IWN

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

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

DHJJ Financial Advisors held its iShares Russell 2000 Value ETF (IWN) position steady in Q2 2026 at 126 shares worth $27.9K. The position accounts for 0.01% of the portfolio, ranked #504.

DHJJ Financial Advisors first reported a position in IWN in Q4 2020 and has held it in 13 quarters since. The position peaked at $350K in Q4 2020. 1,075 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

DHJJ Financial Advisors held 126 shares of iShares Russell 2000 Value ETF worth $27.9K as of Q2 2026.
DHJJ Financial Advisors left its iShares Russell 2000 Value ETF share count unchanged in Q2 2026.
iShares Russell 2000 Value ETF made up 0.01% of DHJJ Financial Advisors's portfolio in Q2 2026, its #504 holding.
DHJJ Financial Advisors first reported a position in iShares Russell 2000 Value ETF in Q4 2020 and has held it in 13 quarters since.
DHJJ Financial Advisors's iShares Russell 2000 Value ETF position peaked at $350K in Q4 2020.
1,075 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

Based on DHJJ Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.