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Edgemoor Investment Advisors’s iShares Russell 2000 Value ETF IWN Stock Holding History

Edgemoor Investment 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
Q4 		– Sell
-1,585
Closed -$280K – 184
2025
Q3 		$280K Buy
+1,585
New +$268K 0.02% 158

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Edgemoor Investment Advisors's IWN Position: Q4 2025 in Review

Edgemoor Investment Advisors sold out of iShares Russell 2000 Value ETF (IWN) in Q4 2025, closing a stake of 1,585 shares — an estimated $280K sold.

Edgemoor Investment Advisors first reported a position in IWN in Q3 2025 and held it in 1 quarter. The position peaked at $280K in Q3 2025. 1,045 funds tracked by Wall St. Rank hold IWN as of Q4 2025.

  • Edgemoor Investment Advisors reported no remaining iShares Russell 2000 Value ETF position as of Q4 2025 after selling out during the quarter.
  • Edgemoor Investment Advisors sold 1,585 iShares Russell 2000 Value ETF shares in Q4 2025, an estimated $280K.
  • Edgemoor Investment Advisors first reported a position in iShares Russell 2000 Value ETF in Q3 2025 and held it in 1 quarter.
  • Edgemoor Investment Advisors's iShares Russell 2000 Value ETF position peaked at $280K in Q3 2025.
  • 1,045 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q4 2025.

Based on Edgemoor Investment Advisors's 13F filing for Q4 2025, filed 10 Feb 2026.