Friday Financial
IWN icon

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

Friday Financial’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 		$669K Buy
3,178
+773
+32% +$171K 0.13% 71
2026
Q2 		$530K Buy
2,405
+213
+10% +$44.6K 0.14% 72
2026
Q1 		$416K Sell
2,192
-251
-10% -$48.6K 0.14% 73
2025
Q4 		$443K Buy
2,443
+61
+3% +$11K 0.16% 71
2025
Q3 		$421K Buy
2,382
+114
+5% +$19.2K 0.18% 67
2025
Q2 		$358K Sell
2,268
-337
-13% -$50.2K 0.18% 66
2025
Q1 		$398K Hold
2,605
– – 0.24% 51
2024
Q4 		$428K Buy
+2,605
New +$445K 0.29% 44

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
Courier Capital
Courier Capital Buffalo, New York $2.02B AUM 16.74% 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
Sonata Capital Group
Sonata Capital Group Seattle, Washington $314M AUM 13.54% 1-Year Est. Return
Harbor Investment Advisory
Harbor Investment Advisory Lutherville, Maryland $1.47B AUM 24.2% 1-Year Est. Return
Berkshire Money Management
Berkshire Money Management Dalton, Massachusetts $1.16B AUM 13.8% 1-Year Est. Return

Friday Financial's IWN Position: Q3 2026 in Review

Friday Financial increased its iShares Russell 2000 Value ETF (IWN) stake by 32% in Q3 2026, buying an estimated $171K and bringing the position to 3,178 shares worth $669K. The position accounts for 0.13% of the portfolio, ranked #71.

Friday Financial first reported a position in IWN in Q4 2024 and has held it in 8 quarters since. 227 funds tracked by Wall St. Rank hold IWN as of Q3 2026.

  • Friday Financial held 3,178 shares of iShares Russell 2000 Value ETF worth $669K as of Q3 2026.
  • Friday Financial bought 773 iShares Russell 2000 Value ETF shares in Q3 2026, an estimated $171K.
  • iShares Russell 2000 Value ETF made up 0.13% of Friday Financial's portfolio in Q3 2026, its #71 holding.
  • Friday Financial first reported a position in iShares Russell 2000 Value ETF in Q4 2024 and has held it in 8 quarters since.
  • 227 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q3 2026.

Based on Friday Financial's 13F filing for Q3 2026, filed 9 Oct 2026.