IFWM
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Institute for Wealth Management’s iShares Russell 2000 Value ETF IWN Stock Holding History

Institute for Wealth Management’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
-1,476
Closed -$261K – 565
2025
Q3 		$261K Buy
+1,476
New +$249K 0.03% 487
2024
Q2 		– Sell
-2,846
Closed -$452K – 512
2024
Q1 		$452K Buy
2,846
+2,085
+274% +$316K 0.06% 310
2023
Q4 		$118K Sell
761
-4,800
-86% -$665K 0.02% 477
2023
Q3 		$754K Buy
5,561
+2,000
+56% +$287K 0.14% 187
2023
Q2 		$501K Buy
3,561
+1,000
+39% +$135K 0.08% 266
2023
Q1 		$351K Sell
2,561
-2,000
-44% -$290K 0.07% 318
2022
Q4 		$632K Buy
4,561
+1,000
+28% +$141K 0.13% 217
2022
Q3 		$459K Sell
3,561
-1,000
-22% -$145K 0.1% 255
2022
Q2 		$621K Sell
4,561
-4,500
-50% -$670K 0.12% 215
2022
Q1 		$1.46M Buy
9,061
+7,500
+480% +$1.2M 0.24% 112
2021
Q4 		$259K Buy
+1,561
New +$260K 0.04% 410
2021
Q3 		– Sell
-1,611
Closed -$267K – 492
2021
Q2 		$267K Buy
1,611
+300
+23% +$49.5K 0.05% 399
2021
Q1 		$209K Sell
1,311
-1,930
-60% -$292K 0.04% 438
2020
Q4 		$427K Buy
+3,241
New +$383K 0.08% 283
2020
Q2 		– Sell
-3,584
Closed -$294K – 435
2020
Q1 		$294K Buy
3,584
+45
+1% +$5.05K 0.09% 282
2019
Q4 		$455K Buy
+3,539
New +$438K 0.1% 274

Other funds holding IWN

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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 $377B AUM 19.32% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Institute for Wealth Management's IWN Position: Q4 2025 in Review

Institute for Wealth Management sold out of iShares Russell 2000 Value ETF (IWN) in Q4 2025, closing a stake of 1,476 shares — an estimated $261K sold.

Institute for Wealth Management first reported a position in IWN in Q4 2019 and held it in 16 quarters. The position peaked at $1.46M in Q1 2022. 1,042 funds tracked by Wall St. Rank hold IWN as of Q4 2025.

  • Institute for Wealth Management reported no remaining iShares Russell 2000 Value ETF position as of Q4 2025 after selling out during the quarter.
  • Institute for Wealth Management sold 1,476 iShares Russell 2000 Value ETF shares in Q4 2025, an estimated $261K.
  • Institute for Wealth Management first reported a position in iShares Russell 2000 Value ETF in Q4 2019 and held it in 16 quarters.
  • Institute for Wealth Management's iShares Russell 2000 Value ETF position peaked at $1.46M in Q1 2022.
  • 1,042 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q4 2025.

Based on Institute for Wealth Management's 13F filing for Q4 2025, filed 27 Jan 2026.