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 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

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

Farther Finance Advisors's IWN Position: Q2 2026 in Review

Farther Finance Advisors increased its iShares Russell 2000 Value ETF (IWN) stake by 5.9% in Q2 2026, buying an estimated $250K and bringing the position to 21,481 shares worth $4.75M. The position accounts for 0.04% of the portfolio, ranked #423.

Farther Finance Advisors first reported a position in IWN in Q4 2022 and has held it in 15 quarters since. 1,074 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

Farther Finance Advisors held 21,481 shares of iShares Russell 2000 Value ETF worth $4.75M as of Q2 2026.
Farther Finance Advisors bought 1,196 iShares Russell 2000 Value ETF shares in Q2 2026, an estimated $250K.
iShares Russell 2000 Value ETF made up 0.04% of Farther Finance Advisors's portfolio in Q2 2026, its #423 holding.
Farther Finance Advisors first reported a position in iShares Russell 2000 Value ETF in Q4 2022 and has held it in 15 quarters since.
1,074 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.