FSC Wealth Advisors’s iShares Russell 2000 Value ETF IWN Stock Holding History

FSC Wealth Advisors’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
2025 Q4	–	Sell	-1,695	Closed	-$300K	–	51
2025 Q3	$300K	Buy	1,695 +314	+23%	+$53K	0.17%	61
2025 Q2	$218K	Buy	1,381 +108	+8%	+$16.1K	0.14%	67
2025 Q1	$192K	Buy	1,273 +276	+28%	+$44.6K	0.13%	64
2024 Q4	$164K	Buy	997 +243	+32%	+$41.5K	0.11%	71
2024 Q3	$126K	Buy	754 +157	+26%	+$25.5K	0.09%	73
2024 Q2	$90.9K	Buy	597 +339	+131%	+$51.8K	0.07%	78
2024 Q1	$41K	Buy	+258	New	+$39.1K	0.03%	115
2022 Q3	–	Sell	-27	Closed	-$4K	–	202
2022 Q2	$4K	Buy	27 +6	+29%	+$893	0.04%	158
2022 Q1	$3K	Buy	+21	New	+$3.35K	﹤0.01%	148

Other funds holding IWN

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

FSC Wealth Advisors's IWN Position: Q4 2025 in Review

FSC Wealth Advisors sold out of iShares Russell 2000 Value ETF (IWN) in Q4 2025, closing a stake of 1,695 shares — an estimated $300K sold.

FSC Wealth Advisors first reported a position in IWN in Q1 2022 and held it in 9 quarters. The position peaked at $300K in Q3 2025. 1,044 funds tracked by Wall St. Rank hold IWN as of Q4 2025.

FSC Wealth Advisors reported no remaining iShares Russell 2000 Value ETF position as of Q4 2025 after selling out during the quarter.
FSC Wealth Advisors sold 1,695 iShares Russell 2000 Value ETF shares in Q4 2025, an estimated $300K.
FSC Wealth Advisors first reported a position in iShares Russell 2000 Value ETF in Q1 2022 and held it in 9 quarters.
FSC Wealth Advisors's iShares Russell 2000 Value ETF position peaked at $300K in Q3 2025.
1,044 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q4 2025.

Based on FSC Wealth Advisors's 13F filing for Q4 2025, filed 22 Jan 2026.