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

DHK 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
2025
Q2 		$419K Sell
2,658
-1,566
-37% -$233K 0.24% 71
2025
Q1 		$638K Buy
4,224
+2,658
+170% +$429K 0.35% 51
2024
Q4 		$257K Hold
1,566
– – 0.16% 80
2024
Q3 		$261K Buy
+1,566
New +$254K 0.16% 75

Other funds holding IWN

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

DHK Financial Advisors's IWN Position: Q2 2025 in Review

DHK Financial Advisors reduced its iShares Russell 2000 Value ETF (IWN) stake by 37% in Q2 2025, selling an estimated $233K and leaving 2,658 shares worth $419K. The position accounts for 0.24% of the portfolio, ranked #71.

DHK Financial Advisors first reported a position in IWN in Q3 2024 and has held it in 4 quarters since. The position peaked at $638K in Q1 2025. 965 funds tracked by Wall St. Rank hold IWN as of Q2 2025.

  • DHK Financial Advisors held 2,658 shares of iShares Russell 2000 Value ETF worth $419K as of Q2 2025.
  • DHK Financial Advisors sold 1,566 iShares Russell 2000 Value ETF shares in Q2 2025, an estimated $233K.
  • iShares Russell 2000 Value ETF made up 0.24% of DHK Financial Advisors's portfolio in Q2 2025, its #71 holding.
  • DHK Financial Advisors first reported a position in iShares Russell 2000 Value ETF in Q3 2024 and has held it in 4 quarters since.
  • DHK Financial Advisors's iShares Russell 2000 Value ETF position peaked at $638K in Q1 2025.
  • 965 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2025.

Based on DHK Financial Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.