Hantz Financial Services’s iShares Russell 2000 Value ETF IWN Stock Holding History

Hantz Financial Services’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	$4K	Hold	19	–	–	﹤0.01%	2243
2026 Q1	$4K	Hold	19	–	–	﹤0.01%	2219
2025 Q4	$3K	Buy	19 +7	+58%	+$1.26K	﹤0.01%	2208
2025 Q3	$2K	Hold	12	–	–	﹤0.01%	2176
2025 Q2	$2K	Hold	12	–	–	﹤0.01%	1993
2025 Q1	$2K	Sell	12 -112	-90%	-$18.1K	﹤0.01%	1380
2024 Q4	$20K	Buy	+124	New	+$21.2K	﹤0.01%	759
2024 Q3	–	Sell	-45	Closed	-$7K	–	1131
2024 Q2	$7K	Buy	+45	New	+$6.88K	﹤0.01%	828
2024 Q1	–	Sell	-53	Closed	-$8K	–	1248
2023 Q4	$8K	Buy	+53	New	+$7.34K	﹤0.01%	835
2023 Q1	–	Sell	-79	Closed	-$11K	–	1158
2022 Q4	$11K	Buy	+79	New	+$11.2K	﹤0.01%	738
2021 Q4	–	Sell	-58	Closed	-$9K	–	887
2021 Q3	$9K	Buy	58 +54	+1,350%	+$8.68K	﹤0.01%	707
2021 Q2	$1K	Buy	+4	New	+$660	﹤0.01%	785

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

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

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

LPL Financial San Diego, California $445B AUM 25.58% 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

Hantz Financial Services's IWN Position: Q2 2026 in Review

Hantz Financial Services held its iShares Russell 2000 Value ETF (IWN) position steady in Q2 2026 at 19 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #2243.

Hantz Financial Services first reported a position in IWN in Q2 2021 and has held it in 12 quarters since. The position peaked at $20K in Q4 2024. 1,074 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

Hantz Financial Services held 19 shares of iShares Russell 2000 Value ETF worth $4K as of Q2 2026.
Hantz Financial Services left its iShares Russell 2000 Value ETF share count unchanged in Q2 2026.
iShares Russell 2000 Value ETF made up ﹤0.01% of Hantz Financial Services's portfolio in Q2 2026, its #2243 holding.
Hantz Financial Services first reported a position in iShares Russell 2000 Value ETF in Q2 2021 and has held it in 12 quarters since.
Hantz Financial Services's iShares Russell 2000 Value ETF position peaked at $20K in Q4 2024.
1,074 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

Based on Hantz Financial Services's 13F filing for Q2 2026, filed 13 Aug 2026.