IFG Advisory’s iShares Russell 2000 Value ETF IWN Stock Holding History

IFG Advisory’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 Q3	$194K	Hold	925	–	–	0.01%	884
2026 Q2	$205K	Buy	+925	New	+$194K	0.01%	862
2023 Q1	–	Sell	-1,459	Closed	-$202K	–	517
2022 Q4	$202K	Buy	+1,459	New	+$206K	0.02%	464
2022 Q2	–	Sell	-1,330	Closed	-$214K	–	499
2022 Q1	$214K	Sell	1,330 -103	-7%	-$16.4K	0.02%	461
2021 Q4	$237K	Buy	+1,433	New	+$239K	0.02%	446
2021 Q1	–	Sell	-1,689	Closed	-$222K	–	481
2020 Q4	$222K	Sell	1,689 -660	-28%	-$77.9K	0.03%	420
2020 Q3	$233K	Buy	+2,349	New	+$239K	0.04%	366
2020 Q1	–	Sell	-1,859	Closed	-$239K	–	394
2019 Q4	$239K	Sell	1,859 -14	-0.7%	-$1.73K	0.04%	362
2019 Q3	$223K	Buy	+1,873	New	+$221K	0.04%	366

Other funds holding IWN

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

Badgley Phelps Wealth Managers Seattle, Washington $5.8B AUM 25.34% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Choreo LLC Rockford, Illinois $9.7B AUM 18.43% 1-Year Est. Return

Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return

IFG Advisory's IWN Position: Q3 2026 in Review

IFG Advisory held its iShares Russell 2000 Value ETF (IWN) position steady in Q3 2026 at 925 shares worth $194K. The position accounts for 0.01% of the portfolio, ranked #884.

IFG Advisory first reported a position in IWN in Q3 2019 and has held it in 9 quarters since. The position peaked at $239K in Q4 2019. 697 funds tracked by Wall St. Rank hold IWN as of Q3 2026.

IFG Advisory held 925 shares of iShares Russell 2000 Value ETF worth $194K as of Q3 2026.
IFG Advisory left its iShares Russell 2000 Value ETF share count unchanged in Q3 2026.
iShares Russell 2000 Value ETF made up 0.01% of IFG Advisory's portfolio in Q3 2026, its #884 holding.
IFG Advisory first reported a position in iShares Russell 2000 Value ETF in Q3 2019 and has held it in 9 quarters since.
IFG Advisory's iShares Russell 2000 Value ETF position peaked at $239K in Q4 2019.
697 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q3 2026.

Based on IFG Advisory's 13F filing for Q3 2026, filed 9 Nov 2026.