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

Financial Synergies Wealth 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 		$6.32M Sell
28,554
-130
-0.5% -$27.2K 0.54% 29
2026
Q1 		$5.44M Buy
28,684
+72
+0.3% +$13.9K 0.52% 29
2025
Q4 		$5.18M Sell
28,612
-1,780
-6% -$320K 0.5% 27
2025
Q3 		$5.37M Buy
30,392
+116
+0.4% +$19.6K 0.54% 26
2025
Q2 		$4.78M Buy
30,276
+113
+0.4% +$16.8K 0.52% 26
2025
Q1 		$4.55M Buy
30,163
+3,059
+11% +$494K 0.55% 26
2024
Q4 		$4.45M Buy
27,104
+141
+0.5% +$24.1K 0.55% 25
2024
Q3 		$4.5M Buy
26,963
+139
+0.5% +$22.6K 0.56% 24
2024
Q2 		$4.09M Buy
26,824
+363
+1% +$55.5K 0.55% 24
2024
Q1 		$4.2M Buy
26,461
+674
+3% +$102K 0.55% 26
2023
Q4 		$3.58M Sell
25,787
-247
-0.9% -$34.2K 0.55% 25
2023
Q3 		$3.54M Hold
26,034
– – 0.51% 26
2023
Q2 		$3.67M Buy
26,034
+114
+0.4% +$15.4K 0.51% 26
2023
Q1 		$3.55M Buy
25,920
+133
+0.5% +$19.3K 0.52% 26
2022
Q4 		$3.58M Sell
25,787
-614
-2% -$86.7K 0.55% 25
2022
Q3 		$3.4M Hold
26,401
– – 0.59% 21
2022
Q2 		$3.59M Buy
+26,401
New +$3.93M 0.59% 21

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
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
WT
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
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
WF
WoodTrust Financial Wisconsin Rapids, Wisconsin $842M AUM 28.01% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
WTC
WhitTier Trust Company Reno, Nevada $5.35B AUM 29.91% 1-Year Est. Return

Financial Synergies Wealth Advisors's IWN Position: Q2 2026 in Review

Financial Synergies Wealth Advisors reduced its iShares Russell 2000 Value ETF (IWN) stake by 0.45% in Q2 2026, selling an estimated $27.2K and leaving 28,554 shares worth $6.32M. The position accounts for 0.54% of the portfolio, ranked #29.

Financial Synergies Wealth Advisors first reported a position in IWN in Q2 2022 and has held it in 17 quarters since. 425 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

  • Financial Synergies Wealth Advisors held 28,554 shares of iShares Russell 2000 Value ETF worth $6.32M as of Q2 2026.
  • Financial Synergies Wealth Advisors sold 130 iShares Russell 2000 Value ETF shares in Q2 2026, an estimated $27.2K.
  • iShares Russell 2000 Value ETF made up 0.54% of Financial Synergies Wealth Advisors's portfolio in Q2 2026, its #29 holding.
  • Financial Synergies Wealth Advisors first reported a position in iShares Russell 2000 Value ETF in Q2 2022 and has held it in 17 quarters since.
  • 425 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

Based on Financial Synergies Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.