FG
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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
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% -$9.82K 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

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 29.18% 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

Foster Group's IWN Position: Q2 2026 in Review

Foster Group reduced its iShares Russell 2000 Value ETF (IWN) stake by 2.2% in Q2 2026, selling an estimated $17.8K and leaving 3,740 shares worth $827K. The position accounts for 0.02% of the portfolio, ranked #133.

Foster Group first reported a position in IWN in Q4 2020 and has held it in 23 quarters since. 1,077 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

  • Foster Group held 3,740 shares of iShares Russell 2000 Value ETF worth $827K as of Q2 2026.
  • Foster Group sold 85 iShares Russell 2000 Value ETF shares in Q2 2026, an estimated $17.8K.
  • iShares Russell 2000 Value ETF made up 0.02% of Foster Group's portfolio in Q2 2026, its #133 holding.
  • Foster Group first reported a position in iShares Russell 2000 Value ETF in Q4 2020 and has held it in 23 quarters since.
  • 1,077 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

Based on Foster Group's 13F filing for Q2 2026, filed 7 Jul 2026.