HFS
IWN icon

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

Hopwood 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
2025
Q4 		– Sell
-655
Closed -$116K – 180
2025
Q3 		$116K Sell
655
-200
-23% -$33.8K 0.08% 111
2025
Q2 		$135K Hold
855
– – 0.11% 97
2025
Q1 		$129K Sell
855
-1,707
-67% -$276K 0.1% 102
2024
Q4 		$421K Buy
+2,562
New +$437K 0.32% 42

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

Hopwood Financial Services's IWN Position: Q4 2025 in Review

Hopwood Financial Services sold out of iShares Russell 2000 Value ETF (IWN) in Q4 2025, closing a stake of 655 shares — an estimated $116K sold.

Hopwood Financial Services first reported a position in IWN in Q4 2024 and held it in 4 quarters. The position peaked at $421K in Q4 2024. 1,045 funds tracked by Wall St. Rank hold IWN as of Q4 2025.

  • Hopwood Financial Services reported no remaining iShares Russell 2000 Value ETF position as of Q4 2025 after selling out during the quarter.
  • Hopwood Financial Services sold 655 iShares Russell 2000 Value ETF shares in Q4 2025, an estimated $116K.
  • Hopwood Financial Services first reported a position in iShares Russell 2000 Value ETF in Q4 2024 and held it in 4 quarters.
  • Hopwood Financial Services's iShares Russell 2000 Value ETF position peaked at $421K in Q4 2024.
  • 1,045 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q4 2025.

Based on Hopwood Financial Services's 13F filing for Q4 2025, filed 16 Jan 2026.