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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
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

VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
HWA
Hillcrest Wealth Advisors Hazlet, New Jersey $279M AUM 21.72% 1-Year Est. Return
LFWA
LBJ Family Wealth Advisors Austin, Texas $196M AUM 22.12% 1-Year Est. Return
HIA
Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return
FHC
First Horizon Corporation Memphis, Tennessee $2.6B AUM 23.72% 1-Year Est. Return

Friday Financial's IWN Position: Q2 2026 in Review

Friday Financial increased its iShares Russell 2000 Value ETF (IWN) stake by 9.7% in Q2 2026, buying an estimated $44.6K and bringing the position to 2,405 shares worth $530K. The position accounts for 0.14% of the portfolio, ranked #72.

Friday Financial first reported a position in IWN in Q4 2024 and has held it in 7 quarters since. 259 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

  • Friday Financial held 2,405 shares of iShares Russell 2000 Value ETF worth $530K as of Q2 2026.
  • Friday Financial bought 213 iShares Russell 2000 Value ETF shares in Q2 2026, an estimated $44.6K.
  • iShares Russell 2000 Value ETF made up 0.14% of Friday Financial's portfolio in Q2 2026, its #72 holding.
  • Friday Financial first reported a position in iShares Russell 2000 Value ETF in Q4 2024 and has held it in 7 quarters since.
  • 259 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

Based on Friday Financial's 13F filing for Q2 2026, filed 9 Jul 2026.