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Farther Finance Advisors’s iShares Russell 2000 Value ETF IWN Stock Holding History

Farther Finance 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
Q3 		$4.53M Buy
21,628
+147
+0.7% +$32.5K 0.03% 466
2026
Q2 		$4.75M Buy
21,481
+1,196
+6% +$250K 0.04% 423
2026
Q1 		$3.87M Buy
20,285
+7,928
+64% +$1.53M 0.04% 414
2025
Q4 		$2.24M Buy
12,357
+3,615
+41% +$649K 0.02% 542
2025
Q3 		$1.55M Buy
8,742
+3,513
+67% +$593K 0.02% 547
2025
Q2 		$825K Sell
5,229
-469
-8% -$69.8K 0.02% 683
2025
Q1 		$860K Buy
5,698
+1,206
+27% +$195K 0.02% 574
2024
Q4 		$738K Buy
4,492
+81
+2% +$13.8K 0.03% 466
2024
Q3 		$736K Buy
4,411
+2,896
+191% +$470K 0.03% 452
2024
Q2 		$229K Buy
1,515
+11
+0.7% +$1.68K 0.01% 787
2024
Q1 		$236K Buy
1,504
+208
+16% +$31.5K 0.01% 630
2023
Q4 		$201K Buy
1,296
+1,057
+442% +$146K 0.01% 552
2023
Q3 		$32.4K Buy
239
+191
+398% +$27.4K 0.01% 939
2023
Q2 		$6.76K Buy
48
+26
+118% +$3.52K ﹤0.01% 1322
2023
Q1 		$3.01K Hold
22
– – ﹤0.01% 1496
2022
Q4 		$3.05K Buy
+22
New +$3.11K ﹤0.01% 1307

Other funds holding IWN

SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return
WF
WoodTrust Financial Wisconsin Rapids, Wisconsin $825M AUM 20.13% 1-Year Est. Return
LFWA
LBJ Family Wealth Advisors Austin, Texas $196M AUM 12.84% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return
LA
LWM Advisors El Dorado Hills, California $132M AUM 13.37% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
FCM
Fell Capital Management Newport Beach, California $116M AUM 17.16% 1-Year Est. Return
AB
Atlas Brown Louisville, Kentucky $379M AUM 27.6% 1-Year Est. Return
PP
Prosperity Planning Kansas City, Missouri $451M AUM 8.55% 1-Year Est. Return

Farther Finance Advisors's IWN Position: Q3 2026 in Review

Farther Finance Advisors increased its iShares Russell 2000 Value ETF (IWN) stake by 0.68% in Q3 2026, buying an estimated $32.5K and bringing the position to 21,628 shares worth $4.53M. The position accounts for 0.03% of the portfolio, ranked #466.

Farther Finance Advisors first reported a position in IWN in Q4 2022 and has held it in 16 quarters since. The position peaked at $4.75M in Q2 2026. 57 funds tracked by Wall St. Rank hold IWN as of Q3 2026.

  • Farther Finance Advisors held 21,628 shares of iShares Russell 2000 Value ETF worth $4.53M as of Q3 2026.
  • Farther Finance Advisors bought 147 iShares Russell 2000 Value ETF shares in Q3 2026, an estimated $32.5K.
  • iShares Russell 2000 Value ETF made up 0.03% of Farther Finance Advisors's portfolio in Q3 2026, its #466 holding.
  • Farther Finance Advisors first reported a position in iShares Russell 2000 Value ETF in Q4 2022 and has held it in 16 quarters since.
  • Farther Finance Advisors's iShares Russell 2000 Value ETF position peaked at $4.75M in Q2 2026.
  • 57 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.