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LGT Financial Advisors’s iShares Russell 2000 Value ETF IWN Stock Holding History

LGT Financial 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
2025
Q4 		– Sell
-2,294
Closed -$406K – 319
2025
Q3 		$406K Buy
2,294
+10
+0.4% +$1.69K 0.87% 27
2025
Q2 		$360K Buy
2,284
+11
+0.5% +$1.64K 0.91% 25
2025
Q1 		$343K Sell
2,273
-106
-4% -$17.1K 1.05% 24
2024
Q4 		$390K Buy
2,379
+13
+0.5% +$2.22K 0.86% 22
2024
Q3 		$395K Sell
2,366
-122
-5% -$19.8K 0.97% 23
2024
Q2 		$379K Sell
2,488
-211
-8% -$32.3K 0.8% 26
2024
Q1 		$429K Buy
2,699
+10
+0.4% +$1.51K 0.5% 37
2023
Q4 		$418K Sell
2,689
-54
-2% -$7.48K 0.51% 39
2023
Q3 		$372K Sell
2,743
-357
-12% -$51.2K 0.47% 40
2023
Q2 		$436K Buy
+3,100
New +$419K 0.46% 60
2023
Q1 		– Sell
-3,074
Closed -$426K – 147
2022
Q4 		$426K Buy
+3,074
New +$434K 0.5% 40

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 $18.1B AUM 24.63% 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

LGT Financial Advisors's IWN Position: Q4 2025 in Review

LGT Financial Advisors sold out of iShares Russell 2000 Value ETF (IWN) in Q4 2025, closing a stake of 2,294 shares — an estimated $406K sold.

LGT Financial Advisors first reported a position in IWN in Q4 2022 and held it in 11 quarters. The position peaked at $436K in Q2 2023. 1,044 funds tracked by Wall St. Rank hold IWN as of Q4 2025.

  • LGT Financial Advisors reported no remaining iShares Russell 2000 Value ETF position as of Q4 2025 after selling out during the quarter.
  • LGT Financial Advisors sold 2,294 iShares Russell 2000 Value ETF shares in Q4 2025, an estimated $406K.
  • LGT Financial Advisors first reported a position in iShares Russell 2000 Value ETF in Q4 2022 and held it in 11 quarters.
  • LGT Financial Advisors's iShares Russell 2000 Value ETF position peaked at $436K in Q2 2023.
  • 1,044 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q4 2025.

Based on LGT Financial Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.