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
2024 Q2	–	Hold	0	–	-$556K	–	511
2024 Q1	–	Hold	0	–	–	–	268
2023 Q4	–	Hold	0	–	–	–	126
2022 Q1	–	Sell	-2,000	Closed	-$6K	–	553
2021 Q4	$6K	Buy	+2,000	New	+$333K	﹤0.01%	490
2021 Q2	–	Sell	-1,500	Closed	-$31K	–	497
2021 Q1	$31K	Sell	1,500 -4,500	-75%	-$680K	0.01%	471
2020 Q4	$790K	Buy	+6,000	New	+$708K	0.16%	167

Other funds holding IWN

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

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 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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

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.