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GeoWealth Management’s iShares Russell 2000 Value ETF IWN Stock Holding History

GeoWealth 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
Q3 		– Sell
-119
Closed -$18.8K – 998
2025
Q2 		$18.8K Sell
119
-466
-80% -$69.4K ﹤0.01% 1068
2025
Q1 		$88.3K Hold
585
– – ﹤0.01% 813
2024
Q4 		$96K Buy
+585
New +$99.8K ﹤0.01% 980

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
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
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 29.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

GeoWealth Management's IWN Position: Q3 2025 in Review

GeoWealth Management sold out of iShares Russell 2000 Value ETF (IWN) in Q3 2025, closing a stake of 119 shares — an estimated $18.8K sold.

GeoWealth Management first reported a position in IWN in Q4 2024 and held it in 3 quarters. The position peaked at $96K in Q4 2024. 973 funds tracked by Wall St. Rank hold IWN as of Q3 2025.

  • GeoWealth Management reported no remaining iShares Russell 2000 Value ETF position as of Q3 2025 after selling out during the quarter.
  • GeoWealth Management sold 119 iShares Russell 2000 Value ETF shares in Q3 2025, an estimated $18.8K.
  • GeoWealth Management first reported a position in iShares Russell 2000 Value ETF in Q4 2024 and held it in 3 quarters.
  • GeoWealth Management's iShares Russell 2000 Value ETF position peaked at $96K in Q4 2024.
  • 973 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q3 2025.

Based on GeoWealth Management's 13F filing for Q3 2025, filed 13 Nov 2025.