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

Financial Management Network’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
Q3 		$286K Sell
1,348
-252
-16% -$55.7K 0.04% 173
2026
Q2 		$356K Sell
1,600
-92
-5% -$19.3K 0.05% 159
2026
Q1 		$338K Sell
1,692
-55
-3% -$10.6K 0.05% 154
2025
Q4 		$319K Sell
1,747
-124
-7% -$22.3K 0.05% 146
2025
Q3 		$336K Hold
1,871
– – 0.06% 142
2025
Q2 		$309K Sell
1,871
-124
-6% -$18.5K 0.06% 140
2025
Q1 		$270K Sell
1,995
-209
-9% -$33.8K 0.06% 136
2024
Q4 		$365K Sell
2,204
-94
-4% -$16K 0.08% 122
2024
Q3 		$379K Sell
2,298
-279
-11% -$45.3K 0.08% 125
2024
Q2 		$387K Sell
2,577
-117
-4% -$17.9K 0.09% 115
2024
Q1 		$415K Sell
2,694
-308
-10% -$46.6K 0.1% 110
2023
Q4 		$451K Hold
3,002
– – 0.13% 95
2023
Q3 		$393K Sell
3,002
-108
-3% -$15.5K 0.13% 100
2023
Q2 		$442K Buy
3,110
+1
+0% +$135 0.15% 95
2023
Q1 		$417K Sell
3,109
-52
-2% -$7.54K 0.17% 92
2022
Q4 		$443K Sell
3,161
-267
-8% -$37.7K 0.2% 91
2022
Q3 		$471K Hold
3,428
– – 0.23% 83
2022
Q2 		$473K Sell
3,428
-65
-2% -$9.7K 0.25% 77
2022
Q1 		$568K Sell
3,493
-30
-0.9% -$4.78K 0.29% 64
2021
Q4 		$596K Buy
3,523
+11
+0.3% +$1.83K 0.27% 73
2021
Q3 		$572K Sell
3,512
-64
-2% -$10.3K 0.29% 71
2021
Q2 		$592K Sell
3,576
-15
-0.4% -$2.47K 0.3% 68
2021
Q1 		$591K Sell
3,591
-430
-11% -$65K 0.31% 70
2020
Q4 		$578K Buy
+4,021
New +$475K 0.36% 58

Other funds holding IWN

Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
Stephens Group Asset Management
Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2.02B AUM 16.74% 1-Year Est. Return
WoodTrust Financial
WoodTrust Financial Wisconsin Rapids, Wisconsin $825M AUM 20.13% 1-Year Est. Return
Aspiriant LLC
Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return
LFWA
LBJ Family Wealth Advisors Austin, Texas $196M AUM 12.84% 1-Year Est. Return
SCG
Sonata Capital Group Seattle, Washington $314M AUM 13.54% 1-Year Est. Return
Harbor Investment Advisory
Harbor Investment Advisory Lutherville, Maryland $1.47B AUM 24.2% 1-Year Est. Return
RTD Financial Advisors
RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return

Financial Management Network's IWN Position: Q3 2026 in Review

Financial Management Network reduced its iShares Russell 2000 Value ETF (IWN) stake by 16% in Q3 2026, selling an estimated $55.7K and leaving 1,348 shares worth $286K. The position accounts for 0.04% of the portfolio, ranked #173.

Financial Management Network first reported a position in IWN in Q4 2020 and has held it in 24 quarters since. The position peaked at $596K in Q4 2021. 222 funds tracked by Wall St. Rank hold IWN as of Q3 2026.

  • Financial Management Network held 1,348 shares of iShares Russell 2000 Value ETF worth $286K as of Q3 2026.
  • Financial Management Network sold 252 iShares Russell 2000 Value ETF shares in Q3 2026, an estimated $55.7K.
  • iShares Russell 2000 Value ETF made up 0.04% of Financial Management Network's portfolio in Q3 2026, its #173 holding.
  • Financial Management Network first reported a position in iShares Russell 2000 Value ETF in Q4 2020 and has held it in 24 quarters since.
  • Financial Management Network's iShares Russell 2000 Value ETF position peaked at $596K in Q4 2021.
  • 222 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q3 2026.

Based on Financial Management Network's 13F filing for Q3 2026, filed 9 Oct 2026.