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

Fiducient 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	$490K	Hold	2,216	–	–	0.07%	100
2026 Q1	$420K	Sell	2,216 -59	-3%	-$11.4K	0.05%	98
2025 Q4	$412K	Sell	2,275 -1,637	-42%	-$294K	0.05%	120
2025 Q3	$692K	Buy	3,912 +1,718	+78%	+$290K	0.08%	89
2025 Q2	$346K	Buy	2,194 +9	+0.4%	+$1.34K	0.04%	114
2025 Q1	$330K	Buy	2,185 +7	+0.3%	+$1.13K	0.04%	119
2024 Q4	$358K	Buy	2,178 +10	+0.5%	+$1.71K	0.04%	114
2024 Q3	$362K	Sell	2,168 -1,546	-42%	-$251K	0.04%	106
2024 Q2	$566K	Buy	+3,714	New	+$568K	0.08%	83
2021 Q4	–	Sell	-3,100	Closed	-$497K	–	84
2021 Q3	$497K	Buy	+3,100	New	+$498K	0.15%	52

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

Fiducient Advisors's IWN Position: Q2 2026 in Review

Fiducient Advisors held its iShares Russell 2000 Value ETF (IWN) position steady in Q2 2026 at 2,216 shares worth $490K. The position accounts for 0.07% of the portfolio, ranked #100.

Fiducient Advisors first reported a position in IWN in Q3 2021 and has held it in 10 quarters since. The position peaked at $692K in Q3 2025. 1,074 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

Fiducient Advisors held 2,216 shares of iShares Russell 2000 Value ETF worth $490K as of Q2 2026.
Fiducient Advisors left its iShares Russell 2000 Value ETF share count unchanged in Q2 2026.
iShares Russell 2000 Value ETF made up 0.07% of Fiducient Advisors's portfolio in Q2 2026, its #100 holding.
Fiducient Advisors first reported a position in iShares Russell 2000 Value ETF in Q3 2021 and has held it in 10 quarters since.
Fiducient Advisors's iShares Russell 2000 Value ETF position peaked at $692K in Q3 2025.
1,074 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

Based on Fiducient Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.