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

Evanson Financial’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	$1.34M	Buy	+6,061	New	+$1.27M	0.07%	117

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

Evanson Financial's IWN Position: Q2 2026 in Review

Evanson Financial opened a new position in iShares Russell 2000 Value ETF (IWN) in Q2 2026: 6,061 shares worth $1.34M. The stake represents 0.07% of the portfolio and ranks #117 among its holdings.

1,075 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

Evanson Financial held 6,061 shares of iShares Russell 2000 Value ETF worth $1.34M as of Q2 2026.
iShares Russell 2000 Value ETF was a new Evanson Financial position in Q2 2026.
iShares Russell 2000 Value ETF made up 0.07% of Evanson Financial's portfolio in Q2 2026, its #117 holding.
1,075 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

Based on Evanson Financial's 13F filing for Q2 2026, filed 7 Jul 2026.