First Foundation Advisors’s iShares Russell 2000 Value ETF IWN Stock Holding History

First Foundation 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	$3.81M	Buy	17,245 +1,517	+10%	+$318K	0.14%	102
2026 Q1	$2.98M	Buy	15,728 +1,237	+9%	+$239K	0.12%	115
2025 Q4	$2.63M	Buy	14,491 +665	+5%	+$119K	0.1%	119
2025 Q3	$2.44M	Buy	13,826 +1,163	+9%	+$196K	0.09%	131
2025 Q2	$2M	Buy	12,663 +5,896	+87%	+$878K	0.07%	137
2025 Q1	$1.02M	Buy	6,767 +1,298	+24%	+$210K	0.04%	164
2024 Q4	$898K	Sell	5,469 -117	-2%	-$20K	0.03%	182
2024 Q3	$932K	Sell	5,586 -504	-8%	-$81.9K	0.04%	175
2024 Q2	$928K	Sell	6,090 -1,100	-15%	-$168K	0.04%	172
2024 Q1	$1.14M	Sell	7,190 -1,336	-16%	-$202K	0.05%	163
2023 Q4	$1.32M	Buy	8,526 +6,102	+252%	+$845K	0.06%	148
2023 Q3	$329K	Buy	2,424 +369	+18%	+$52.9K	0.02%	305
2023 Q2	$289K	Buy	2,055 +516	+34%	+$69.8K	0.01%	320
2023 Q1	$211K	Sell	1,539 -503	-25%	-$72.9K	0.01%	356
2022 Q4	$283K	Buy	2,042 +375	+22%	+$52.9K	0.01%	313
2022 Q3	$215K	Hold	1,667	–	–	0.01%	338
2022 Q2	$227K	Buy	1,667 +4	+0.2%	+$595	0.01%	357
2022 Q1	$268K	Buy	+1,663	New	+$265K	0.01%	353
2020 Q2	–	Sell	-2,641	Closed	-$217K	–	361
2020 Q1	$217K	Sell	2,641 -3,128	-54%	-$351K	0.01%	313
2019 Q4	$742K	Sell	5,769 -65	-1%	-$8.04K	0.04%	201
2019 Q3	$697K	Buy	5,834 +45	+0.8%	+$5.32K	0.04%	193
2019 Q2	$698K	Sell	5,789 -33	-0.6%	-$3.99K	0.04%	192
2019 Q1	$698K	Buy	5,822 +33	+0.6%	+$3.94K	0.04%	186
2018 Q4	$623K	Sell	5,789 -2,387	-29%	-$287K	0.04%	226
2018 Q3	$1.09M	Sell	8,176 -2,968	-27%	-$400K	0.06%	158
2018 Q2	$1.47M	Hold	11,144	–	–	0.09%	126
2018 Q1	$1.36M	Sell	11,144 -1,586	-12%	-$199K	0.08%	132
2017 Q4	$1.6M	Hold	12,730	–	–	0.09%	130
2017 Q3	$1.58M	Hold	12,730	–	–	0.09%	116
2017 Q2	$1.51M	Hold	12,730	–	–	0.09%	125
2017 Q1	$1.5M	Buy	+12,730	New	+$1.51M	0.09%	121

Other funds holding IWN

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $15B AUM

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

First Foundation Advisors's IWN Position: Q2 2026 in Review

First Foundation Advisors increased its iShares Russell 2000 Value ETF (IWN) stake by 9.6% in Q2 2026, buying an estimated $318K and bringing the position to 17,245 shares worth $3.81M. The position accounts for 0.14% of the portfolio, ranked #102.

First Foundation Advisors first reported a position in IWN in Q1 2017 and has held it in 31 quarters since. 1,077 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

First Foundation Advisors held 17,245 shares of iShares Russell 2000 Value ETF worth $3.81M as of Q2 2026.
First Foundation Advisors bought 1,517 iShares Russell 2000 Value ETF shares in Q2 2026, an estimated $318K.
iShares Russell 2000 Value ETF made up 0.14% of First Foundation Advisors's portfolio in Q2 2026, its #102 holding.
First Foundation Advisors first reported a position in iShares Russell 2000 Value ETF in Q1 2017 and has held it in 31 quarters since.
1,077 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

Based on First Foundation Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.