Future Financial Wealth Management’s iShares Russell 2000 Value ETF IWN Stock Holding History

Future Financial Wealth Management’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	-300	Closed	-$53K	–	267
2025 Q3	$53K	Hold	300	–	–	0.03%	248
2025 Q2	$47.3K	Hold	300	–	–	0.03%	247
2025 Q1	$45.3K	Hold	300	–	–	0.03%	250
2024 Q4	$49.3K	Hold	300	–	–	0.04%	239
2024 Q3	$50K	Buy	+300	New	+$48.7K	0.04%	257
2024 Q2	–	Sell	-300	Closed	-$47.6K	–	276
2024 Q1	$47.6K	Buy	+300	New	+$45.4K	0.04%	270
2022 Q2	–	Sell	-300	Closed	-$48K	–	290
2022 Q1	$48K	Hold	300	–	–	0.04%	272
2021 Q4	$50K	Buy	+300	New	+$50K	0.04%	274

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

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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 $202B AUM 37.79% 1-Year Est. Return

VNIM

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Future Financial Wealth Management's IWN Position: Q4 2025 in Review

Future Financial Wealth Management sold out of iShares Russell 2000 Value ETF (IWN) in Q4 2025, closing a stake of 300 shares — an estimated $53K sold.

Future Financial Wealth Management first reported a position in IWN in Q4 2021 and held it in 8 quarters. The position peaked at $53K in Q3 2025. 1,045 funds tracked by Wall St. Rank hold IWN as of Q4 2025.

Future Financial Wealth Management reported no remaining iShares Russell 2000 Value ETF position as of Q4 2025 after selling out during the quarter.
Future Financial Wealth Management sold 300 iShares Russell 2000 Value ETF shares in Q4 2025, an estimated $53K.
Future Financial Wealth Management first reported a position in iShares Russell 2000 Value ETF in Q4 2021 and held it in 8 quarters.
Future Financial Wealth Management's iShares Russell 2000 Value ETF position peaked at $53K in Q3 2025.
1,045 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q4 2025.

Based on Future Financial Wealth Management's 13F filing for Q4 2025, filed 21 Jan 2026.