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Fiduciary Advisors Inc’s iShares Russell 2000 Value ETF IWN Stock Holding History

Fiduciary Advisors Inc’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 		$7.74K Hold
35
– – 0.01% 99
2026
Q1 		$6.64K Hold
35
– – 0.01% 96
2025
Q4 		$6.34K Hold
35
– – ﹤0.01% 98
2025
Q3 		$6.19K Hold
35
– – 0.01% 82
2025
Q2 		$5.52K Hold
35
– – ﹤0.01% 81
2025
Q1 		$5.29K Hold
35
– – 0.01% 80
2024
Q4 		$5.75K Buy
+35
New +$5.97K 0.01% 83

Other funds holding IWN

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return
BPWM
Badgley Phelps Wealth Managers Seattle, Washington $5.71B AUM 30.33% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return

Fiduciary Advisors Inc's IWN Position: Q2 2026 in Review

Fiduciary Advisors Inc held its iShares Russell 2000 Value ETF (IWN) position steady in Q2 2026 at 35 shares worth $7.74K. The position accounts for 0.01% of the portfolio, ranked #99.

Fiduciary Advisors Inc first reported a position in IWN in Q4 2024 and has held it in 7 quarters since. 513 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

  • Fiduciary Advisors Inc held 35 shares of iShares Russell 2000 Value ETF worth $7.74K as of Q2 2026.
  • Fiduciary Advisors Inc left its iShares Russell 2000 Value ETF share count unchanged in Q2 2026.
  • iShares Russell 2000 Value ETF made up 0.01% of Fiduciary Advisors Inc's portfolio in Q2 2026, its #99 holding.
  • Fiduciary Advisors Inc first reported a position in iShares Russell 2000 Value ETF in Q4 2024 and has held it in 7 quarters since.
  • 513 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

Based on Fiduciary Advisors Inc's 13F filing for Q2 2026, filed 24 Jul 2026.