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

Fiduciary Financial Group’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	$744K	Sell	3,365 -121	-3%	-$25.3K	0.08%	142
2026 Q1	$661K	Buy	3,486 +42	+1%	+$8.13K	0.09%	143
2025 Q4	$624K	Buy	3,444 +8	+0.2%	+$1.44K	0.09%	142
2025 Q3	$608K	Sell	3,436 -576	-14%	-$97.2K	0.1%	133
2025 Q2	$646K	Buy	4,012 +160	+4%	+$23.8K	0.12%	118
2025 Q1	$524K	Buy	3,852 +65	+2%	+$10.5K	0.11%	120
2024 Q4	$606K	Sell	3,787 -13	-0.3%	-$2.22K	0.13%	102
2024 Q3	$621K	Sell	3,800 -723	-16%	-$117K	0.14%	91
2024 Q2	$764K	Buy	+4,523	New	+$692K	0.18%	75

Other funds holding IWN

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 Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

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 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

WoodTrust Financial Wisconsin Rapids, Wisconsin $842M AUM 28.01% 1-Year Est. Return

Fiduciary Financial Group's IWN Position: Q2 2026 in Review

Fiduciary Financial Group reduced its iShares Russell 2000 Value ETF (IWN) stake by 3.5% in Q2 2026, selling an estimated $25.3K and leaving 3,365 shares worth $744K. The position accounts for 0.08% of the portfolio, ranked #142.

Fiduciary Financial Group first reported a position in IWN in Q2 2024 and has held it in 9 quarters since. The position peaked at $764K in Q2 2024. 492 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

Fiduciary Financial Group held 3,365 shares of iShares Russell 2000 Value ETF worth $744K as of Q2 2026.
Fiduciary Financial Group sold 121 iShares Russell 2000 Value ETF shares in Q2 2026, an estimated $25.3K.
iShares Russell 2000 Value ETF made up 0.08% of Fiduciary Financial Group's portfolio in Q2 2026, its #142 holding.
Fiduciary Financial Group first reported a position in iShares Russell 2000 Value ETF in Q2 2024 and has held it in 9 quarters since.
Fiduciary Financial Group's iShares Russell 2000 Value ETF position peaked at $764K in Q2 2024.
492 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

Based on Fiduciary Financial Group's 13F filing for Q2 2026, filed 10 Jul 2026.