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

IFP 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
2026 Q2	$1.88M	Buy	8,502 +2,779	+49%	+$582K	0.03%	505
2026 Q1	$1.09M	Sell	5,723 -3,568	-38%	-$691K	0.02%	654
2025 Q4	$1.68M	Buy	9,291 +3,800	+69%	+$683K	0.04%	469
2025 Q3	$971K	Buy	5,491 +1,586	+41%	+$268K	0.03%	614
2025 Q2	$616K	Buy	3,905 +71	+2%	+$10.6K	0.02%	749
2025 Q1	$579K	Buy	3,834 +77	+2%	+$12.4K	0.02%	724
2024 Q4	$617K	Buy	3,757 +1,360	+57%	+$232K	0.02%	662
2024 Q3	$400K	Sell	2,397 -1,948	-45%	-$316K	0.01%	779
2024 Q2	$662K	Sell	4,345 -7	-0.2%	-$1.07K	0.03%	566
2024 Q1	$691K	Sell	4,352 -20	-0.5%	-$3.03K	0.03%	512
2023 Q4	$679K	Sell	4,372 -12	-0.3%	-$1.66K	0.03%	483
2023 Q3	$594K	Sell	4,384 -76	-2%	-$10.9K	0.03%	534
2023 Q2	$628K	Sell	4,460 -580	-12%	-$78.4K	0.03%	573
2023 Q1	$523K	Sell	5,040 -7,926	-61%	-$1.15M	0.02%	587
2022 Q4	$1.37M	Sell	12,966 -98	-0.8%	-$13.8K	0.04%	496
2022 Q3	$1.38M	Buy	13,064 +487	+4%	+$70.4K	0.04%	529
2022 Q2	$1.32M	Hold	12,577	–	–	0.04%	487
2022 Q1	$1.32M	Buy	12,577 +7,267	+137%	+$1.16M	0.04%	487
2021 Q4	$883K	Buy	5,310 +126	+2%	+$21K	0.02%	436
2021 Q3	$833K	Sell	5,184 -442	-8%	-$71K	0.02%	442
2021 Q2	$933K	Buy	5,626 +376	+7%	+$62K	0.02%	388
2021 Q1	$838K	Buy	5,250 +81	+2%	+$12.2K	0.02%	386
2020 Q4	$682K	Buy	5,169 +36	+0.7%	+$4.25K	0.03%	425
2020 Q3	$509K	Hold	5,133	–	–	0.03%	426
2020 Q2	$492K	Sell	5,133 -960	-16%	-$87.3K	0.04%	421
2020 Q1	$513K	Buy	6,093 +4,091	+204%	+$459K	0.05%	349
2019 Q4	$257K	Sell	2,002 -567	-22%	-$70.1K	0.02%	590
2019 Q3	$306K	Buy	+2,569	New	+$303K	0.02%	626
2019 Q1	$329K	Sell	2,752 -7,749	-74%	-$926K	0.04%	358
2018 Q4	$1.12M	Sell	10,501 -2,792	-21%	-$336K	0.07%	318
2018 Q3	$1.77M	Buy	13,293 +2,584	+24%	+$348K	0.07%	284
2018 Q2	$1.41M	Sell	10,709 -1,318	-11%	-$170K	0.06%	321
2018 Q1	$1.51M	Hold	12,027	–	–	0.07%	294
2017 Q4	$1.51M	Sell	12,027 -1,515	-11%	-$189K	0.07%	295
2017 Q3	$1.68M	Buy	13,542 +674	+5%	+$79.4K	0.07%	305
2017 Q2	$1.53M	Buy	12,868 +407	+3%	+$47.8K	0.06%	322
2017 Q1	$1.47M	Sell	12,461 -521	-4%	-$61.8K	0.06%	321
2016 Q4	$1.54M	Buy	12,982 +3,046	+31%	+$337K	0.07%	290
2016 Q3	$1.04M	Buy	9,936 +1,442	+17%	+$148K	0.05%	354
2016 Q2	$826K	Buy	8,494 +5,742	+209%	+$547K	0.05%	391
2016 Q1	$329K	Sell	2,752 -5,792	-68%	-$503K	0.04%	358
2015 Q4	$786K	Buy	+8,544	New	+$811K	0.05%	365

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 29.2% 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

IFP Advisors's IWN Position: Q2 2026 in Review

IFP Advisors increased its iShares Russell 2000 Value ETF (IWN) stake by 49% in Q2 2026, buying an estimated $582K and bringing the position to 8,502 shares worth $1.88M. The position accounts for 0.03% of the portfolio, ranked #505.

IFP Advisors first reported a position in IWN in Q4 2015 and has held it in 42 quarters since. 1,074 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

IFP Advisors held 8,502 shares of iShares Russell 2000 Value ETF worth $1.88M as of Q2 2026.
IFP Advisors bought 2,779 iShares Russell 2000 Value ETF shares in Q2 2026, an estimated $582K.
iShares Russell 2000 Value ETF made up 0.03% of IFP Advisors's portfolio in Q2 2026, its #505 holding.
IFP Advisors first reported a position in iShares Russell 2000 Value ETF in Q4 2015 and has held it in 42 quarters since.
1,074 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.