Foster Group
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Foster Group’s iShares Russell 2000 Value ETF IWN Stock Holding History

Foster Group’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
Q3 		$730K Sell
3,486
-254
-7% -$56.2K 0.02% 147
2026
Q2 		$827K Sell
3,740
-85
-2% -$17.8K 0.02% 133
2026
Q1 		$725K Buy
3,825
+17
+0.4% +$3.29K 0.02% 134
2025
Q4 		$690K Sell
3,808
-273
-7% -$49K 0.02% 133
2025
Q3 		$722K Sell
4,081
-5
-0.1% -$844 0.02% 129
2025
Q2 		$645K Sell
4,086
-293
-7% -$43.6K 0.02% 126
2025
Q1 		$661K Sell
4,379
-205
-4% -$33.1K 0.02% 109
2024
Q4 		$753K Sell
4,584
-226
-5% -$38.6K 0.03% 98
2024
Q3 		$802K Sell
4,810
-24
-0.5% -$3.9K 0.03% 102
2024
Q2 		$736K Sell
4,834
-324
-6% -$49.6K 0.03% 105
2024
Q1 		$819K Buy
5,158
+3,435
+199% +$520K 0.04% 94
2023
Q4 		$234K Hold
1,723
– – 0.01% 152
2023
Q3 		$234K Sell
1,723
-205
-11% -$29.4K 0.01% 152
2023
Q2 		$271K Sell
1,928
-755
-28% -$102K 0.02% 144
2023
Q1 		$368K Buy
2,683
+717
+36% +$104K 0.02% 121
2022
Q4 		$273K Sell
1,966
-51
-3% -$7.2K 0.02% 129
2022
Q3 		$260K Buy
2,017
+118
+6% +$17.1K 0.02% 119
2022
Q2 		$259K Sell
1,899
-66
-3% -$9.8K 0.02% 123
2022
Q1 		$317K Sell
1,965
-160
-8% -$25.5K 0.03% 109
2021
Q4 		$353K Buy
2,125
+2
+0.1% +$333 0.03% 105
2021
Q3 		$340K Sell
2,123
-65
-3% -$10.4K 0.03% 107
2021
Q2 		$363K Buy
2,188
+2
+0.1% +$330 0.04% 104
2021
Q1 		$349K Hold
2,186
– – 0.05% 97
2020
Q4 		$289K Buy
+2,186
New +$258K 0.05% 90

Other funds holding IWN

Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
Stephens Group Asset Management
Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
WoodTrust Financial
WoodTrust Financial Wisconsin Rapids, Wisconsin $825M AUM 20.13% 1-Year Est. Return
Aspiriant LLC
Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return
LFWA
LBJ Family Wealth Advisors Austin, Texas $196M AUM 12.84% 1-Year Est. Return
Harbor Investment Advisory
Harbor Investment Advisory Lutherville, Maryland $1.47B AUM 24.2% 1-Year Est. Return
RTD Financial Advisors
RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return
SMH
Sanders Morris Harris Houston, Texas $755M AUM 11.28% 1-Year Est. Return
Onyx Bridge Wealth Group
Onyx Bridge Wealth Group Tarrytown, New York $1.14B AUM 18.43% 1-Year Est. Return

Foster Group's IWN Position: Q3 2026 in Review

Foster Group reduced its iShares Russell 2000 Value ETF (IWN) stake by 6.8% in Q3 2026, selling an estimated $56.2K and leaving 3,486 shares worth $730K. The position accounts for 0.02% of the portfolio, ranked #147.

Foster Group first reported a position in IWN in Q4 2020 and has held it in 24 quarters since. The position peaked at $827K in Q2 2026. 168 funds tracked by Wall St. Rank hold IWN as of Q3 2026.

  • Foster Group held 3,486 shares of iShares Russell 2000 Value ETF worth $730K as of Q3 2026.
  • Foster Group sold 254 iShares Russell 2000 Value ETF shares in Q3 2026, an estimated $56.2K.
  • iShares Russell 2000 Value ETF made up 0.02% of Foster Group's portfolio in Q3 2026, its #147 holding.
  • Foster Group first reported a position in iShares Russell 2000 Value ETF in Q4 2020 and has held it in 24 quarters since.
  • Foster Group's iShares Russell 2000 Value ETF position peaked at $827K in Q2 2026.
  • 168 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q3 2026.

Based on Foster Group's 13F filing for Q3 2026, filed 13 Oct 2026.