Independent Financial Group’s iShares Russell 2000 Value ETF IWN Stock Holding History

Independent Financial Group’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	$217K	Sell	980 -398	-29%	-$83.3K	﹤0.01%	1435
2026 Q1	$261K	Buy	1,378 +65	+5%	+$12.6K	0.01%	1227
2025 Q4	$238K	Buy	1,313 +2	+0.2%	+$359	0.01%	1261
2025 Q3	$232K	Sell	1,311 -78	-6%	-$13.2K	0.01%	1218
2025 Q2	$219K	Sell	1,389 -966	-41%	-$144K	0.01%	1185
2025 Q1	$356K	Buy	+2,355	New	+$380K	0.01%	861
2021 Q3	–	Sell	-1,215	Closed	-$201K	–	734
2021 Q2	$201K	Buy	+1,215	New	+$200K	0.02%	672

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

Independent Financial Group's IWN Position: Q2 2026 in Review

Independent Financial Group reduced its iShares Russell 2000 Value ETF (IWN) stake by 29% in Q2 2026, selling an estimated $83.3K and leaving 980 shares worth $217K. The position accounts for ﹤0.01% of the portfolio, ranked #1435.

Independent Financial Group first reported a position in IWN in Q2 2021 and has held it in 7 quarters since. The position peaked at $356K in Q1 2025. 1,074 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

Independent Financial Group held 980 shares of iShares Russell 2000 Value ETF worth $217K as of Q2 2026.
Independent Financial Group sold 398 iShares Russell 2000 Value ETF shares in Q2 2026, an estimated $83.3K.
iShares Russell 2000 Value ETF made up ﹤0.01% of Independent Financial Group's portfolio in Q2 2026, its #1435 holding.
Independent Financial Group first reported a position in iShares Russell 2000 Value ETF in Q2 2021 and has held it in 7 quarters since.
Independent Financial Group's iShares Russell 2000 Value ETF position peaked at $356K in Q1 2025.
1,074 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.