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

Financial Guidance 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	$1.2M	Sell	5,410 -830	-13%	-$174K	0.45%	41
2026 Q1	$1.18M	Hold	6,240	–	–	0.48%	41
2025 Q4	$1.13M	Sell	6,240 -23	-0.4%	-$4.13K	0.46%	43
2025 Q3	$1.11M	Hold	6,263	–	–	0.5%	41
2025 Q2	$988K	Sell	6,263 -99	-2%	-$14.7K	0.48%	42
2025 Q1	$961K	Hold	6,362	–	–	0.52%	40
2024 Q4	$1.04M	Buy	6,362 +1	+0%	+$171	0.57%	38
2024 Q3	$1.06M	Sell	6,361 -26	-0.4%	-$4.22K	0.62%	35
2024 Q2	$973K	Sell	6,387 -668	-9%	-$102K	0.6%	35
2024 Q1	$1.12M	Buy	7,055 +1	+0%	+$151	0.73%	27
2023 Q4	$1.1M	Buy	7,054 +1	+0%	+$139	0.76%	26
2023 Q3	$956K	Hold	7,053	–	–	0.72%	24
2023 Q2	$993K	Buy	7,053 +1	+0%	+$135	0.73%	25
2023 Q1	$966K	Sell	7,052 -35	-0.5%	-$5.07K	0.73%	25
2022 Q4	$983K	Buy	7,087 +1	+0%	+$141	0.8%	23
2022 Q3	$914K	Sell	7,086 -346	-5%	-$50K	0.73%	24
2022 Q2	$1.01M	Sell	7,432 -662	-8%	-$98.5K	0.8%	23
2022 Q1	$1.31M	Buy	+8,094	New	+$1.29M	0.9%	20

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

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

Financial Guidance Group reduced its iShares Russell 2000 Value ETF (IWN) stake by 13% in Q2 2026, selling an estimated $174K and leaving 5,410 shares worth $1.2M. The position accounts for 0.45% of the portfolio, ranked #41.

Financial Guidance Group first reported a position in IWN in Q1 2022 and has held it in 18 quarters since. The position peaked at $1.31M in Q1 2022. 496 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

Financial Guidance Group held 5,410 shares of iShares Russell 2000 Value ETF worth $1.2M as of Q2 2026.
Financial Guidance Group sold 830 iShares Russell 2000 Value ETF shares in Q2 2026, an estimated $174K.
iShares Russell 2000 Value ETF made up 0.45% of Financial Guidance Group's portfolio in Q2 2026, its #41 holding.
Financial Guidance Group first reported a position in iShares Russell 2000 Value ETF in Q1 2022 and has held it in 18 quarters since.
Financial Guidance Group's iShares Russell 2000 Value ETF position peaked at $1.31M in Q1 2022.
496 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

Based on Financial Guidance Group's 13F filing for Q2 2026, filed 22 Jul 2026.