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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
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% -$9.67K 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

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $13.1B AUM
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM
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 $173B AUM 20.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Financial Management Network's IWN Position: Q1 2026 in Review

Financial Management Network reduced its iShares Russell 2000 Value ETF (IWN) stake by 3.1% in Q1 2026, selling an estimated $10.6K and leaving 1,692 shares worth $338K. The position accounts for 0.05% of the portfolio, ranked #154.

Financial Management Network first reported a position in IWN in Q4 2020 and has held it in 22 quarters since. The position peaked at $596K in Q4 2021. 1,028 funds tracked by Wall St. Rank hold IWN as of Q1 2026.

  • Financial Management Network held 1,692 shares of iShares Russell 2000 Value ETF worth $338K as of Q1 2026.
  • Financial Management Network sold 55 iShares Russell 2000 Value ETF shares in Q1 2026, an estimated $10.6K.
  • iShares Russell 2000 Value ETF made up 0.05% of Financial Management Network's portfolio in Q1 2026, its #154 holding.
  • Financial Management Network first reported a position in iShares Russell 2000 Value ETF in Q4 2020 and has held it in 22 quarters since.
  • Financial Management Network's iShares Russell 2000 Value ETF position peaked at $596K in Q4 2021.
  • 1,028 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q1 2026.

Based on Financial Management Network's 13F filing for Q1 2026, filed 17 Apr 2026.