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

JFS Wealth 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	$749K	Buy	3,385 +140	+4%	+$29.3K	0.04%	201
2026 Q1	$615K	Hold	3,245	–	–	0.03%	210
2025 Q4	$588K	Sell	3,245 -250	-7%	-$44.9K	0.03%	213
2025 Q3	$618K	Buy	3,495 +37	+1%	+$6.25K	0.04%	210
2025 Q2	$546K	Sell	3,458 -102	-3%	-$15.2K	0.03%	202
2025 Q1	$537K	Buy	3,560 +147	+4%	+$23.7K	0.04%	191
2024 Q4	$560K	Buy	3,413 +1	+0%	+$171	0.04%	182
2024 Q3	$569K	Buy	3,412 +1	+0%	+$162	0.04%	186
2024 Q2	$520K	Hold	3,411	–	–	0.04%	153
2024 Q1	$542K	Buy	3,411 +15	+0.4%	+$2.27K	0.04%	154
2023 Q4	$528K	Buy	3,396 +95	+3%	+$13.2K	0.04%	147
2023 Q3	$447K	Buy	3,301 +154	+5%	+$22.1K	0.04%	155
2023 Q2	$443K	Buy	3,147 +73	+2%	+$9.87K	0.04%	159
2023 Q1	$421K	Hold	3,074	–	–	0.04%	158
2022 Q4	$426K	Buy	3,074 +67	+2%	+$9.46K	0.04%	157
2022 Q3	$388K	Buy	3,007 +1	+0%	+$145	0.04%	161
2022 Q2	$409K	Hold	3,006	–	–	0.04%	154
2022 Q1	$485K	Hold	3,006	–	–	0.05%	161
2021 Q4	$499K	Sell	3,006 -274	-8%	-$45.7K	0.05%	158
2021 Q3	$526K	Sell	3,280 -4	-0.1%	-$643	0.05%	148
2021 Q2	$544K	Hold	3,284	–	–	0.08%	111
2021 Q1	$524K	Sell	3,284 -748	-19%	-$113K	0.11%	97
2020 Q4	$531K	Sell	4,032 -51	-1%	-$6.02K	0.11%	92
2020 Q3	$406K	Buy	4,083 +37	+0.9%	+$3.76K	0.1%	96
2020 Q2	$394K	Sell	4,046 -361	-8%	-$32.8K	0.1%	98
2020 Q1	$362K	Buy	4,407 +780	+22%	+$87.5K	0.11%	95
2019 Q4	$466K	Sell	3,627 -23	-0.6%	-$2.84K	0.11%	96
2019 Q3	$436K	Hold	3,650	–	–	0.11%	98
2019 Q2	$440K	Sell	3,650 -134	-4%	-$16.2K	0.11%	97
2019 Q1	$454K	Hold	3,784	–	–	0.12%	94
2018 Q4	$407K	Sell	3,784 -698	-16%	-$84K	0.11%	98
2018 Q3	$596K	Sell	4,482 -140	-3%	-$18.9K	0.15%	87
2018 Q2	$610K	Buy	4,622 +363	+9%	+$46.8K	0.16%	82
2018 Q1	$519K	Hold	4,259	–	–	0.14%	84
2017 Q4	$536K	Buy	4,259 +140	+3%	+$17.5K	0.13%	82
2017 Q3	$511K	Buy	4,119 +2,955	+254%	+$348K	0.13%	81
2017 Q2	$138K	Buy	1,164 +198	+20%	+$23.3K	0.04%	154
2017 Q1	$115K	Hold	966	–	–	0.03%	164
2016 Q4	$115K	Hold	966	–	–	0.03%	164
2016 Q3	$101K	Hold	966	–	–	0.03%	177
2016 Q2	$94K	Hold	966	–	–	0.03%	209
2016 Q1	$90K	Buy	966 +12	+1%	+$1.04K	0.03%	184
2015 Q4	$88K	Buy	+954	New	+$90.6K	0.03%	189

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

JFS Wealth Advisors's IWN Position: Q2 2026 in Review

JFS Wealth Advisors increased its iShares Russell 2000 Value ETF (IWN) stake by 4.3% in Q2 2026, buying an estimated $29.3K and bringing the position to 3,385 shares worth $749K. The position accounts for 0.04% of the portfolio, ranked #201.

JFS Wealth Advisors first reported a position in IWN in Q4 2015 and has held it in 43 quarters since. 1,074 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

JFS Wealth Advisors held 3,385 shares of iShares Russell 2000 Value ETF worth $749K as of Q2 2026.
JFS Wealth Advisors bought 140 iShares Russell 2000 Value ETF shares in Q2 2026, an estimated $29.3K.
iShares Russell 2000 Value ETF made up 0.04% of JFS Wealth Advisors's portfolio in Q2 2026, its #201 holding.
JFS Wealth Advisors first reported a position in iShares Russell 2000 Value ETF in Q4 2015 and has held it in 43 quarters since.
1,074 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.