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

Focus Financial 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 Q2	$536K	Buy	2,425 +7	+0.3%	+$1.47K	0.02%	468
2026 Q1	$458K	Sell	2,418 -549	-19%	-$106K	0.02%	479
2025 Q4	$538K	Sell	2,967 -279	-9%	-$50.1K	0.02%	434
2025 Q3	$574K	Buy	3,246 +1	+0%	+$169	0.02%	416
2025 Q2	$512K	Buy	3,245 +1	+0%	+$149	0.02%	424
2025 Q1	$490K	Buy	3,244 +48	+2%	+$7.75K	0.02%	422
2024 Q4	$525K	Sell	3,196 -163	-5%	-$27.8K	0.02%	405
2024 Q3	$560K	Sell	3,359 -45	-1%	-$7.31K	0.02%	387
2024 Q2	$575K	Buy	3,404 +13	+0.4%	+$1.99K	0.02%	372
2024 Q1	$496K	Sell	3,391 -10	-0.3%	-$1.51K	0.02%	376
2023 Q4	$528K	Sell	3,401 -254	-7%	-$35.2K	0.02%	447
2023 Q3	$499K	Sell	3,655 -40	-1%	-$5.74K	0.03%	360
2023 Q2	$520K	Sell	3,695 -193	-5%	-$26.1K	0.03%	358
2023 Q1	$533K	Buy	+3,888	New	+$563K	0.03%	342
2022 Q4	–	Sell	-3,629	Closed	-$468K	–	495
2022 Q3	$468K	Sell	3,629 -6	-0.2%	-$867	0.04%	292
2022 Q2	$495K	Buy	3,635 +14	+0.4%	+$2.08K	0.04%	287
2022 Q1	$584K	Buy	+3,621	New	+$577K	0.04%	274
2021 Q1	–	Sell	-3,231	Closed	-$426K	–	457
2020 Q4	$426K	Buy	+3,231	New	+$381K	0.04%	289
2020 Q3	–	Sell	-2,069	Closed	-$202K	–	444
2020 Q2	$202K	Buy	+2,069	New	+$188K	0.02%	374
2020 Q1	–	Sell	-2,042	Closed	-$263K	–	400
2019 Q4	$263K	Buy	2,042 +16	+0.8%	+$1.98K	0.03%	339
2019 Q3	$242K	Hold	2,026	–	–	0.03%	339
2019 Q2	$244K	Buy	2,026 +8	+0.4%	+$966	0.04%	322
2019 Q1	$242K	Buy	+2,018	New	+$241K	0.04%	319

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 29.2% 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

Focus Financial Network's IWN Position: Q2 2026 in Review

Focus Financial Network increased its iShares Russell 2000 Value ETF (IWN) stake by 0.29% in Q2 2026, buying an estimated $1.47K and bringing the position to 2,425 shares worth $536K. The position accounts for 0.02% of the portfolio, ranked #468.

Focus Financial Network first reported a position in IWN in Q1 2019 and has held it in 23 quarters since. The position peaked at $584K in Q1 2022. 1,074 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

Focus Financial Network held 2,425 shares of iShares Russell 2000 Value ETF worth $536K as of Q2 2026.
Focus Financial Network bought 7 iShares Russell 2000 Value ETF shares in Q2 2026, an estimated $1.47K.
iShares Russell 2000 Value ETF made up 0.02% of Focus Financial Network's portfolio in Q2 2026, its #468 holding.
Focus Financial Network first reported a position in iShares Russell 2000 Value ETF in Q1 2019 and has held it in 23 quarters since.
Focus Financial Network's iShares Russell 2000 Value ETF position peaked at $584K in Q1 2022.
1,074 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

Based on Focus Financial Network's 13F filing for Q2 2026, filed 9 Jul 2026.