Empowered Funds’s iShares Russell 2000 Value ETF IWN Stock Holding History

Empowered Funds’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	-10,733	Closed	-$1.9M	–	1460
2025 Q3	$1.9M	Buy	10,733 +1,272	+13%	+$215K	0.02%	946
2025 Q2	$1.49M	Buy	+9,461	New	+$1.41M	0.02%	941
2024 Q2	–	Sell	-11,935	Closed	-$1.9M	–	1423
2024 Q1	$1.9M	Buy	+11,935	New	+$1.81M	0.03%	643
2021 Q3	–	Sell	-29,578	Closed	-$4.9M	–	249
2021 Q2	$4.9M	Sell	29,578 -53,783	-65%	-$8.87M	0.62%	29
2021 Q1	$11M	Hold	83,361	–	–	2.1%	12
2020 Q4	$11M	Buy	+83,361	New	+$9.84M	2.1%	12

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

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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 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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Empowered Funds's IWN Position: Q4 2025 in Review

Empowered Funds sold out of iShares Russell 2000 Value ETF (IWN) in Q4 2025, closing a stake of 10,733 shares — an estimated $1.9M sold.

Empowered Funds first reported a position in IWN in Q4 2020 and held it in 6 quarters. The position peaked at $11M in Q1 2021. 1,045 funds tracked by Wall St. Rank hold IWN as of Q4 2025.

Empowered Funds reported no remaining iShares Russell 2000 Value ETF position as of Q4 2025 after selling out during the quarter.
Empowered Funds sold 10,733 iShares Russell 2000 Value ETF shares in Q4 2025, an estimated $1.9M.
Empowered Funds first reported a position in iShares Russell 2000 Value ETF in Q4 2020 and held it in 6 quarters.
Empowered Funds's iShares Russell 2000 Value ETF position peaked at $11M in Q1 2021.
1,045 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q4 2025.

Based on Empowered Funds's 13F filing for Q4 2025, filed 11 Feb 2026.