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KMG Fiduciary Partners’s iShares Russell 2000 Value ETF IWN Stock Holding History

KMG Fiduciary Partners’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
-1,237
Closed -$219K – 284
2025
Q3 		$219K Buy
+1,237
New +$209K 0.01% 290
2025
Q1 		– Sell
-1,234
Closed -$203K – 287
2024
Q4 		$203K Hold
1,234
– – 0.02% 268
2024
Q3 		$206K Buy
+1,234
New +$200K 0.02% 266

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

KMG Fiduciary Partners's IWN Position: Q4 2025 in Review

KMG Fiduciary Partners sold out of iShares Russell 2000 Value ETF (IWN) in Q4 2025, closing a stake of 1,237 shares — an estimated $219K sold.

KMG Fiduciary Partners first reported a position in IWN in Q3 2024 and held it in 3 quarters. The position peaked at $219K in Q3 2025. 1,042 funds tracked by Wall St. Rank hold IWN as of Q4 2025.

  • KMG Fiduciary Partners reported no remaining iShares Russell 2000 Value ETF position as of Q4 2025 after selling out during the quarter.
  • KMG Fiduciary Partners sold 1,237 iShares Russell 2000 Value ETF shares in Q4 2025, an estimated $219K.
  • KMG Fiduciary Partners first reported a position in iShares Russell 2000 Value ETF in Q3 2024 and held it in 3 quarters.
  • KMG Fiduciary Partners's iShares Russell 2000 Value ETF position peaked at $219K in Q3 2025.
  • 1,042 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q4 2025.

Based on KMG Fiduciary Partners's 13F filing for Q4 2025, filed 14 Jan 2026.