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

Financial Network Wealth 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 		$52K Buy
+346
New +$55.9K 0.02% 218

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 $1.65B AUM 16.63% 1-Year Est. Return
APF
Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 $173B AUM 20.72% 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 Network Wealth Management's IWN Position: Q1 2025 in Review

Financial Network Wealth Management opened a new position in iShares Russell 2000 Value ETF (IWN) in Q1 2025: 346 shares worth $52K. The stake represents 0.02% of the portfolio and ranks #218 among its holdings.

984 funds tracked by Wall St. Rank hold IWN as of Q1 2025.

  • Financial Network Wealth Management held 346 shares of iShares Russell 2000 Value ETF worth $52K as of Q1 2025.
  • iShares Russell 2000 Value ETF was a new Financial Network Wealth Management position in Q1 2025.
  • iShares Russell 2000 Value ETF made up 0.02% of Financial Network Wealth Management's portfolio in Q1 2025, its #218 holding.
  • 984 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q1 2025.

Based on Financial Network Wealth Management's 13F filing for Q1 2025, filed 29 Apr 2025.