GAFA
IWN icon

Garton & Associates Financial Advisors’s iShares Russell 2000 Value ETF IWN Stock Holding History

Garton & Associates Financial 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
2026
Q1 		– Sell
-10
Closed -$1.81K – 407
2025
Q4 		$1.81K Buy
+10
New +$1.8K ﹤0.01% 1101

Other funds holding IWN

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

Garton & Associates Financial Advisors's IWN Position: Q1 2026 in Review

Garton & Associates Financial Advisors sold out of iShares Russell 2000 Value ETF (IWN) in Q1 2026, closing a stake of 10 shares — an estimated $1.81K sold.

Garton & Associates Financial Advisors first reported a position in IWN in Q4 2025 and held it in 1 quarter. The position peaked at $1.81K in Q4 2025. 1,034 funds tracked by Wall St. Rank hold IWN as of Q1 2026.

  • Garton & Associates Financial Advisors reported no remaining iShares Russell 2000 Value ETF position as of Q1 2026 after selling out during the quarter.
  • Garton & Associates Financial Advisors sold 10 iShares Russell 2000 Value ETF shares in Q1 2026, an estimated $1.81K.
  • Garton & Associates Financial Advisors first reported a position in iShares Russell 2000 Value ETF in Q4 2025 and held it in 1 quarter.
  • Garton & Associates Financial Advisors's iShares Russell 2000 Value ETF position peaked at $1.81K in Q4 2025.
  • 1,034 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q1 2026.

Based on Garton & Associates Financial Advisors's 13F filing for Q1 2026, filed 11 May 2026.