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

Heartwood 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
-824
Closed -$146K – 404
2025
Q3 		$146K Buy
+824
New +$139K 0.01% 225

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 22.96% 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
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
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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Heartwood Wealth Advisors sold out of iShares Russell 2000 Value ETF (IWN) in Q4 2025, closing a stake of 824 shares — an estimated $146K sold.

Heartwood Wealth Advisors first reported a position in IWN in Q3 2025 and held it in 1 quarter. The position peaked at $146K in Q3 2025. 1,045 funds tracked by Wall St. Rank hold IWN as of Q4 2025.

  • Heartwood Wealth Advisors reported no remaining iShares Russell 2000 Value ETF position as of Q4 2025 after selling out during the quarter.
  • Heartwood Wealth Advisors sold 824 iShares Russell 2000 Value ETF shares in Q4 2025, an estimated $146K.
  • Heartwood Wealth Advisors first reported a position in iShares Russell 2000 Value ETF in Q3 2025 and held it in 1 quarter.
  • Heartwood Wealth Advisors's iShares Russell 2000 Value ETF position peaked at $146K in Q3 2025.
  • 1,045 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q4 2025.

Based on Heartwood Wealth Advisors's 13F filing for Q4 2025, filed 12 Jan 2026.