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

JDM 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 Q1	$124K	Hold	655	–	–	0.05%	72
2025 Q4	$119K	Sell	655 -30	-4%	-$5.39K	0.05%	76
2025 Q3	$121K	Hold	685	–	–	0.05%	68
2025 Q2	$108K	Hold	685	–	–	0.05%	63
2025 Q1	$103K	Hold	685	–	–	0.05%	60
2024 Q4	$112K	Hold	685	–	–	0.06%	57
2024 Q3	$114K	Sell	685 -364	-35%	-$59.1K	0.06%	58
2024 Q2	$160K	Sell	1,049 -220	-17%	-$33.6K	0.11%	50
2024 Q1	$202K	Buy	1,269 +1	+0.1%	+$151	0.15%	42
2023 Q4	$197K	Sell	1,268 -8	-0.6%	-$1.11K	0.16%	37
2023 Q3	$173K	Hold	1,276	–	–	0.16%	38
2023 Q2	$180K	Sell	1,276 -27	-2%	-$3.65K	0.16%	41
2023 Q1	$179K	Buy	1,303 +3	+0.2%	+$435	0.16%	39
2022 Q4	$180K	Buy	+1,300	New	+$184K	0.17%	36

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $13.1B AUM

DADC

D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $26B AUM

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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

JDM Financial Group's IWN Position: Q1 2026 in Review

JDM Financial Group held its iShares Russell 2000 Value ETF (IWN) position steady in Q1 2026 at 655 shares worth $124K. The position accounts for 0.05% of the portfolio, ranked #72.

JDM Financial Group first reported a position in IWN in Q4 2022 and has held it in 14 quarters since. The position peaked at $202K in Q1 2024. 1,028 funds tracked by Wall St. Rank hold IWN as of Q1 2026.

JDM Financial Group held 655 shares of iShares Russell 2000 Value ETF worth $124K as of Q1 2026.
JDM Financial Group left its iShares Russell 2000 Value ETF share count unchanged in Q1 2026.
iShares Russell 2000 Value ETF made up 0.05% of JDM Financial Group's portfolio in Q1 2026, its #72 holding.
JDM Financial Group first reported a position in iShares Russell 2000 Value ETF in Q4 2022 and has held it in 14 quarters since.
JDM Financial Group's iShares Russell 2000 Value ETF position peaked at $202K in Q1 2024.
1,028 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q1 2026.

Based on JDM Financial Group's 13F filing for Q1 2026, filed 21 May 2026.