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

Financial Engines 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	$220K	Buy	+995	New	+$208K	﹤0.01%	531
2026 Q1	–	Sell	-1,771	Closed	-$321K	–	554
2025 Q4	$321K	Sell	1,771 -55	-3%	-$9.88K	﹤0.01%	455
2025 Q3	$323K	Buy	1,826 +8	+0.4%	+$1.35K	﹤0.01%	455
2025 Q2	$287K	Sell	1,818 -895	-33%	-$133K	﹤0.01%	455
2025 Q1	$410K	Sell	2,713 -12	-0.4%	-$1.94K	﹤0.01%	341
2024 Q4	$447K	Buy	2,725 +1,067	+64%	+$182K	﹤0.01%	336
2024 Q3	$277K	Sell	1,658 -22	-1%	-$3.57K	﹤0.01%	341
2024 Q2	$256K	Buy	+1,680	New	+$257K	﹤0.01%	324

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

Financial Engines Advisors's IWN Position: Q2 2026 in Review

Financial Engines Advisors opened a new position in iShares Russell 2000 Value ETF (IWN) in Q2 2026: 995 shares worth $220K. The stake represents ﹤0.01% of the portfolio and ranks #531 among its holdings. This is a return to the name: Financial Engines Advisors previously reported a position in IWN as recently as Q4 2025.

Financial Engines Advisors first reported a position in IWN in Q2 2024 and has held it in 8 quarters since. The position peaked at $447K in Q4 2024. 1,074 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

Financial Engines Advisors held 995 shares of iShares Russell 2000 Value ETF worth $220K as of Q2 2026.
iShares Russell 2000 Value ETF was a new Financial Engines Advisors position in Q2 2026.
iShares Russell 2000 Value ETF made up ﹤0.01% of Financial Engines Advisors's portfolio in Q2 2026, its #531 holding.
Financial Engines Advisors first reported a position in iShares Russell 2000 Value ETF in Q2 2024 and has held it in 8 quarters since.
Financial Engines Advisors's iShares Russell 2000 Value ETF position peaked at $447K in Q4 2024.
1,074 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

Based on Financial Engines Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.