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 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

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 29.18% 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

IFG Advisory's IWN Position: Q2 2026 in Review

IFG Advisory opened a new position in iShares Russell 2000 Value ETF (IWN) in Q2 2026: 925 shares worth $205K. The stake represents 0.01% of the portfolio and ranks #862 among its holdings. This is a return to the name: IFG Advisory previously reported a position in IWN as recently as Q4 2022.

IFG Advisory first reported a position in IWN in Q3 2019 and has held it in 8 quarters since. The position peaked at $239K in Q4 2019. 1,078 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

IFG Advisory held 925 shares of iShares Russell 2000 Value ETF worth $205K as of Q2 2026.
iShares Russell 2000 Value ETF was a new IFG Advisory position in Q2 2026.
iShares Russell 2000 Value ETF made up 0.01% of IFG Advisory's portfolio in Q2 2026, its #862 holding.
IFG Advisory first reported a position in iShares Russell 2000 Value ETF in Q3 2019 and has held it in 8 quarters since.
IFG Advisory's iShares Russell 2000 Value ETF position peaked at $239K in Q4 2019.
1,078 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

Based on IFG Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.