FourThought Financial Partners’s iShares Russell 2000 Value ETF IWN Stock Holding History

FourThought Financial Partners’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	$328K	Buy	1,484 +46	+3%	+$9.63K	0.03%	259
2026 Q1	$273K	Buy	1,438 +191	+15%	+$37K	0.02%	287
2025 Q4	$226K	Buy	+1,247	New	+$224K	0.02%	417
2025 Q1	–	Sell	-1,261	Closed	-$207K	–	327
2024 Q4	$207K	Sell	1,261 -178	-12%	-$30.4K	0.02%	304
2024 Q3	$240K	Sell	1,439 -32	-2%	-$5.2K	0.03%	165
2024 Q2	$224K	Sell	1,471 -306	-17%	-$46.8K	0.03%	170
2024 Q1	$282K	Sell	1,777 -212	-11%	-$32.1K	0.03%	258
2023 Q4	$309K	Buy	1,989 +66	+3%	+$9.14K	0.04%	240
2023 Q3	$261K	Buy	1,923 +1	+0.1%	+$143	0.04%	257
2023 Q2	$271K	Sell	1,922 -407	-17%	-$55K	0.04%	267
2023 Q1	$319K	Sell	2,329 -425	-15%	-$61.6K	0.04%	240
2022 Q4	$382K	Buy	+2,754	New	+$389K	0.06%	222

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 22.9% 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 29.18% 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

FourThought Financial Partners's IWN Position: Q2 2026 in Review

FourThought Financial Partners increased its iShares Russell 2000 Value ETF (IWN) stake by 3.2% in Q2 2026, buying an estimated $9.63K and bringing the position to 1,484 shares worth $328K. The position accounts for 0.03% of the portfolio, ranked #259.

FourThought Financial Partners first reported a position in IWN in Q4 2022 and has held it in 12 quarters since. The position peaked at $382K in Q4 2022. 1,081 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

FourThought Financial Partners held 1,484 shares of iShares Russell 2000 Value ETF worth $328K as of Q2 2026.
FourThought Financial Partners bought 46 iShares Russell 2000 Value ETF shares in Q2 2026, an estimated $9.63K.
iShares Russell 2000 Value ETF made up 0.03% of FourThought Financial Partners's portfolio in Q2 2026, its #259 holding.
FourThought Financial Partners first reported a position in iShares Russell 2000 Value ETF in Q4 2022 and has held it in 12 quarters since.
FourThought Financial Partners's iShares Russell 2000 Value ETF position peaked at $382K in Q4 2022.
1,081 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

Based on FourThought Financial Partners's 13F filing for Q2 2026, filed 12 Aug 2026.