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Droms Strauss Advisors’s iShares Russell 2000 Value ETF IWN Stock Holding History

Droms Strauss 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
Q1 		$6.68M Buy
35,235
+942
+3% +$182K 1.75% 13
2025
Q4 		$6.21M Buy
34,293
+3,856
+13% +$693K 1.63% 12
2025
Q3 		$5.38M Sell
30,437
-2,131
-7% -$360K 1.56% 11
2025
Q2 		$5.14M Buy
32,568
+4,642
+17% +$691K 1.58% 11
2025
Q1 		$4.22M Buy
27,926
+623
+2% +$101K 1.45% 16
2024
Q4 		$4.48M Buy
27,303
+30
+0.1% +$5.12K 1.46% 14
2024
Q3 		$4.55M Sell
27,273
-2,001
-7% -$325K 1.61% 11
2024
Q2 		$4.46M Sell
29,274
-2,733
-9% -$418K 1.61% 9
2024
Q1 		$5.08M Sell
32,007
-218
-0.7% -$33K 1.86% 8
2023
Q4 		$5M Sell
32,225
-392
-1% -$54.3K 1.95% 7
2023
Q3 		$4.42M Buy
32,617
+402
+1% +$57.6K 1.9% 9
2023
Q2 		$4.52M Sell
32,215
-250
-0.8% -$33.8K 1.89% 9
2023
Q1 		$4.45M Sell
32,465
-1,638
-5% -$237K 2.01% 7
2022
Q4 		$4.73M Buy
34,103
+4
+0% +$565 2.17% 8
2022
Q3 		$4.4M Sell
34,099
-979
-3% -$142K 2.18% 9
2022
Q2 		$4.77M Sell
35,078
-3,596
-9% -$535K 2.4% 7
2022
Q1 		$6.32M Buy
38,674
+1,952
+5% +$311K 3.17% 6
2021
Q4 		$6.1M Sell
36,722
-368
-1% -$61.3K 2.71% 7
2021
Q3 		$5.94M Sell
37,090
-950
-2% -$153K 2.86% 7
2021
Q2 		$6.3M Sell
38,040
-3,344
-8% -$552K 2.97% 7
2021
Q1 		$6.6M Sell
41,384
-253
-0.6% -$38.2K 3.24% 8
2020
Q4 		$5.48M Buy
41,637
+41
+0.1% +$4.84K 3.18% 7
2020
Q3 		$4.13M Sell
41,596
-1,209
-3% -$123K 2.44% 9
2020
Q2 		$4.17M Sell
42,805
-42,180
-50% -$3.84M 2.87% 7
2020
Q1 		$6.97M Buy
+84,985
New +$9.53M 5.8% 7

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
Envestnet Asset Management
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
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Droms Strauss Advisors's IWN Position: Q1 2026 in Review

Droms Strauss Advisors increased its iShares Russell 2000 Value ETF (IWN) stake by 2.7% in Q1 2026, buying an estimated $182K and bringing the position to 35,235 shares worth $6.68M. The position accounts for 1.75% of the portfolio, ranked #13.

Droms Strauss Advisors first reported a position in IWN in Q1 2020 and has held it in 25 quarters since. The position peaked at $6.97M in Q1 2020. 1,028 funds tracked by Wall St. Rank hold IWN as of Q1 2026.

  • Droms Strauss Advisors held 35,235 shares of iShares Russell 2000 Value ETF worth $6.68M as of Q1 2026.
  • Droms Strauss Advisors bought 942 iShares Russell 2000 Value ETF shares in Q1 2026, an estimated $182K.
  • iShares Russell 2000 Value ETF made up 1.75% of Droms Strauss Advisors's portfolio in Q1 2026, its #13 holding.
  • Droms Strauss Advisors first reported a position in iShares Russell 2000 Value ETF in Q1 2020 and has held it in 25 quarters since.
  • Droms Strauss Advisors's iShares Russell 2000 Value ETF position peaked at $6.97M in Q1 2020.
  • 1,028 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q1 2026.

Based on Droms Strauss Advisors's 13F filing for Q1 2026, filed 1 May 2026.