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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
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
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

First Foundation Advisors's IWN Position: Q1 2026 in Review

First Foundation Advisors increased its iShares Russell 2000 Value ETF (IWN) stake by 8.5% in Q1 2026, buying an estimated $239K and bringing the position to 15,728 shares worth $2.98M. The position accounts for 0.12% of the portfolio, ranked #115.

First Foundation Advisors first reported a position in IWN in Q1 2017 and has held it in 30 quarters since. 1,028 funds tracked by Wall St. Rank hold IWN as of Q1 2026.

  • First Foundation Advisors held 15,728 shares of iShares Russell 2000 Value ETF worth $2.98M as of Q1 2026.
  • First Foundation Advisors bought 1,237 iShares Russell 2000 Value ETF shares in Q1 2026, an estimated $239K.
  • iShares Russell 2000 Value ETF made up 0.12% of First Foundation Advisors's portfolio in Q1 2026, its #115 holding.
  • First Foundation Advisors first reported a position in iShares Russell 2000 Value ETF in Q1 2017 and has held it in 30 quarters since.
  • 1,028 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q1 2026.

Based on First Foundation Advisors's 13F filing for Q1 2026, filed 4 May 2026.