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

Forum Financial 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
2026
Q2 		$711K Buy
3,213
+55
+2% +$11.5K 0.01% 171
2026
Q1 		$599K Buy
3,158
+14
+0.4% +$2.71K 0.01% 177
2025
Q4 		$570K Hold
3,144
– – 0.01% 417
2025
Q3 		$556K Buy
3,144
+5
+0.2% +$844 0.01% 420
2025
Q2 		$495K Buy
3,139
+31
+1% +$4.62K 0.01% 415
2025
Q1 		$469K Buy
3,108
+3
+0.1% +$485 0.01% 396
2024
Q4 		$510K Buy
3,105
+431
+16% +$73.6K 0.01% 373
2024
Q3 		$446K Buy
2,674
+6
+0.2% +$975 0.01% 368
2024
Q2 		$406K Buy
2,668
+5
+0.2% +$765 0.01% 375
2024
Q1 		$423K Buy
2,663
+4
+0.2% +$606 0.01% 379
2023
Q4 		$413K Sell
2,659
-1,706
-39% -$236K 0.01% 351
2023
Q3 		$592K Hold
4,365
– – 0.01% 241
2023
Q2 		$615K Sell
4,365
-237
-5% -$32K 0.01% 250
2023
Q1 		$631K Buy
4,602
+235
+5% +$34.1K 0.02% 214
2022
Q4 		$606K Buy
4,367
+37
+0.9% +$5.22K 0.02% 214
2022
Q3 		$558K Buy
4,330
+3
+0.1% +$434 0.03% 200
2022
Q2 		$589K Buy
4,327
+5
+0.1% +$744 0.03% 201
2022
Q1 		$697K Buy
4,322
+19
+0.4% +$3.03K 0.03% 179
2021
Q4 		$714K Buy
+4,303
New +$717K 0.04% 172

Other funds holding IWN

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
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
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
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

Forum Financial Management's IWN Position: Q2 2026 in Review

Forum Financial Management increased its iShares Russell 2000 Value ETF (IWN) stake by 1.7% in Q2 2026, buying an estimated $11.5K and bringing the position to 3,213 shares worth $711K. The position accounts for 0.01% of the portfolio, ranked #171.

Forum Financial Management first reported a position in IWN in Q4 2021 and has held it in 19 quarters since. The position peaked at $714K in Q4 2021. 1,074 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

  • Forum Financial Management held 3,213 shares of iShares Russell 2000 Value ETF worth $711K as of Q2 2026.
  • Forum Financial Management bought 55 iShares Russell 2000 Value ETF shares in Q2 2026, an estimated $11.5K.
  • iShares Russell 2000 Value ETF made up 0.01% of Forum Financial Management's portfolio in Q2 2026, its #171 holding.
  • Forum Financial Management first reported a position in iShares Russell 2000 Value ETF in Q4 2021 and has held it in 19 quarters since.
  • Forum Financial Management's iShares Russell 2000 Value ETF position peaked at $714K in Q4 2021.
  • 1,074 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

Based on Forum Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.