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

Hemington 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 Q3	$112K	Hold	636	–	–	0.01%	219
2025 Q2	$100K	Buy	636 +194	+44%	+$28.9K	0.01%	219
2025 Q1	$66K	Sell	442 -52	-11%	-$8.4K	0.01%	269
2024 Q4	$81K	Hold	494	–	–	0.02%	225
2024 Q3	$81K	Buy	+494	New	+$80.3K	0.02%	215
2022 Q3	–	Sell	-1,954	Closed	-$266K	–	98
2022 Q2	$266K	Hold	1,954	–	–	0.11%	86
2022 Q1	$315K	Buy	+1,954	New	+$312K	0.11%	83

Other funds holding IWN

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return

VNIM

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Hemington Wealth Management's IWN Position: Q3 2025 in Review

Hemington Wealth Management held its iShares Russell 2000 Value ETF (IWN) position steady in Q3 2025 at 636 shares worth $112K. The position accounts for 0.01% of the portfolio, ranked #219.

Hemington Wealth Management first reported a position in IWN in Q1 2022 and has held it in 7 quarters since. The position peaked at $315K in Q1 2022. 971 funds tracked by Wall St. Rank hold IWN as of Q3 2025.

Hemington Wealth Management held 636 shares of iShares Russell 2000 Value ETF worth $112K as of Q3 2025.
Hemington Wealth Management left its iShares Russell 2000 Value ETF share count unchanged in Q3 2025.
iShares Russell 2000 Value ETF made up 0.01% of Hemington Wealth Management's portfolio in Q3 2025, its #219 holding.
Hemington Wealth Management first reported a position in iShares Russell 2000 Value ETF in Q1 2022 and has held it in 7 quarters since.
Hemington Wealth Management's iShares Russell 2000 Value ETF position peaked at $315K in Q1 2022.
971 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q3 2025.

Based on Hemington Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.