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Financial Advocates Investment Management’s iShares Russell 2000 Value ETF IWN Stock Holding History

Financial Advocates Investment Management’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
2025
Q1 		– Sell
-3,317
Closed -$545K – 757
2024
Q4 		$545K Sell
3,317
-141
-4% -$24.1K 0.03% 425
2024
Q3 		$513K Buy
3,458
+147
+4% +$23.9K 0.03% 451
2024
Q2 		$504K Sell
3,311
-68,208
-95% -$10.4M 0.03% 432
2024
Q1 		$2.58M Buy
71,519
+69,363
+3,217% +$10.5M 0.15% 151
2023
Q4 		$335K Buy
2,156
+1
+0% +$139 0.02% 517
2023
Q3 		$292K Sell
2,155
-116
-5% -$16.6K 0.02% 529
2023
Q2 		$320K Sell
2,271
-15
-0.7% -$2.03K 0.02% 507
2023
Q1 		$313K Sell
2,286
-2,528
-53% -$366K 0.02% 543
2022
Q4 		$668K Sell
4,814
-114
-2% -$16.1K 0.05% 381
2022
Q3 		$635K Buy
4,928
+14
+0.3% +$2.02K 0.05% 351
2022
Q2 		$669K Sell
4,914
-243
-5% -$36.2K 0.05% 336
2022
Q1 		$833K Buy
5,157
+117
+2% +$18.7K 0.05% 334
2021
Q4 		$837K Sell
5,040
-671
-12% -$112K 0.05% 361
2021
Q3 		$905K Buy
5,711
+310
+6% +$49.8K 0.06% 332
2021
Q2 		$895K Sell
5,401
-509
-9% -$84K 0.06% 339
2021
Q1 		$943K Buy
5,910
+54
+0.9% +$8.16K 0.07% 329
2020
Q4 		$749K Sell
5,856
-3
-0.1% -$354 0.05% 361
2020
Q3 		$582K Buy
+5,859
New +$595K 0.05% 348
2020
Q2 		– Sell
-4,860
Closed -$442K – 628
2020
Q1 		$399K Buy
4,860
+670
+16% +$75.2K 0.06% 313
2019
Q4 		$539K Buy
4,190
+721
+21% +$89.2K 0.06% 300
2019
Q3 		$415K Sell
3,469
-168
-5% -$19.8K 0.05% 327
2019
Q2 		$438K Buy
3,637
+54
+2% +$6.52K 0.05% 312
2019
Q1 		$429K Buy
+3,583
New +$428K 0.05% 302

Other funds holding IWN

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
APF
Alaska Permanent Fund Juneau, Alaska $1.44B AUM 23.16% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Financial Advocates Investment Management's IWN Position: Q1 2025 in Review

Financial Advocates Investment Management sold out of iShares Russell 2000 Value ETF (IWN) in Q1 2025, closing a stake of 3,317 shares — an estimated $545K sold.

Financial Advocates Investment Management first reported a position in IWN in Q1 2019 and held it in 23 quarters. The position peaked at $2.58M in Q1 2024. 985 funds tracked by Wall St. Rank hold IWN as of Q1 2025.

  • Financial Advocates Investment Management reported no remaining iShares Russell 2000 Value ETF position as of Q1 2025 after selling out during the quarter.
  • Financial Advocates Investment Management sold 3,317 iShares Russell 2000 Value ETF shares in Q1 2025, an estimated $545K.
  • Financial Advocates Investment Management first reported a position in iShares Russell 2000 Value ETF in Q1 2019 and held it in 23 quarters.
  • Financial Advocates Investment Management's iShares Russell 2000 Value ETF position peaked at $2.58M in Q1 2024.
  • 985 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q1 2025.

Based on Financial Advocates Investment Management's 13F filing for Q1 2025, filed 28 Apr 2025.