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

Larson 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 		$256K Sell
1,349
-99
-7% -$19.2K 0.01% 647
2025
Q4 		$262K Buy
1,448
+15
+1% +$2.69K 0.01% 639
2025
Q3 		$253K Sell
1,433
-61
-4% -$10.3K 0.01% 636
2025
Q2 		$236K Sell
1,494
-76
-5% -$11.3K 0.01% 629
2025
Q1 		$237K Buy
1,570
+8
+0.5% +$1.29K 0.01% 590
2024
Q4 		$256K Sell
1,562
-289
-16% -$49.3K 0.01% 508
2024
Q3 		$309K Buy
1,851
+90
+5% +$14.6K 0.02% 461
2024
Q2 		$268K Buy
1,761
+7
+0.4% +$1.07K 0.02% 390
2024
Q1 		$279K Buy
1,754
+2
+0.1% +$303 0.02% 322
2023
Q4 		$272K Sell
1,752
-23
-1% -$3.19K 0.02% 287
2023
Q3 		$241K Buy
1,775
+15
+0.9% +$2.15K 0.02% 289
2023
Q2 		$248K Sell
1,760
-4
-0.2% -$541 0.02% 286
2023
Q1 		$242K Buy
1,764
+1
+0.1% +$145 0.03% 290
2022
Q4 		$244K Sell
1,763
-71
-4% -$10K 0.03% 272
2022
Q3 		$236K Sell
1,834
-123
-6% -$17.8K 0.03% 254
2022
Q2 		$266K Sell
1,957
-28
-1% -$4.17K 0.05% 158
2022
Q1 		$320K Buy
1,985
+1
+0.1% +$159 0.05% 150
2021
Q4 		$329K Sell
1,984
-15
-0.8% -$2.5K 0.05% 155
2021
Q3 		$320K Buy
1,999
+210
+12% +$33.7K 0.06% 109
2021
Q2 		$297K Sell
1,789
-45
-2% -$7.42K 0.07% 97
2021
Q1 		$292K Sell
1,834
-30
-2% -$4.53K 0.09% 88
2020
Q4 		$246K Sell
1,864
-13
-0.7% -$1.53K 0.08% 83
2020
Q3 		$186K Sell
1,877
-1,102
-37% -$112K 0.08% 93
2020
Q2 		$290K Buy
2,979
+2,050
+221% +$186K 0.14% 75
2020
Q1 		$76K Buy
929
+923
+15,383% +$104K 0.05% 130
2019
Q4 		$1K Buy
+6
New +$742 ﹤0.01% 522
2019
Q2 		– Sell
-15
Closed -$2K – 530
2019
Q1 		$2K Hold
15
– – ﹤0.01% 379
2018
Q4 		$2K Buy
+15
New +$1.8K ﹤0.01% 358

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

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

Larson Financial Group reduced its iShares Russell 2000 Value ETF (IWN) stake by 6.8% in Q1 2026, selling an estimated $19.2K and leaving 1,349 shares worth $256K. The position accounts for 0.01% of the portfolio, ranked #647.

Larson Financial Group first reported a position in IWN in Q4 2018 and has held it in 28 quarters since. The position peaked at $329K in Q4 2021. 1,028 funds tracked by Wall St. Rank hold IWN as of Q1 2026.

  • Larson Financial Group held 1,349 shares of iShares Russell 2000 Value ETF worth $256K as of Q1 2026.
  • Larson Financial Group sold 99 iShares Russell 2000 Value ETF shares in Q1 2026, an estimated $19.2K.
  • iShares Russell 2000 Value ETF made up 0.01% of Larson Financial Group's portfolio in Q1 2026, its #647 holding.
  • Larson Financial Group first reported a position in iShares Russell 2000 Value ETF in Q4 2018 and has held it in 28 quarters since.
  • Larson Financial Group's iShares Russell 2000 Value ETF position peaked at $329K in Q4 2021.
  • 1,028 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q1 2026.

Based on Larson Financial Group's 13F filing for Q1 2026, filed 15 May 2026.