Litman Gregory Wealth Management’s iShares Russell 2000 Value ETF IWN Stock Holding History

Litman Gregory Wealth Management’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 Q1	–	Sell	-1,657	Closed	-$272K	–	140
2024 Q4	$272K	Buy	1,657 +273	+20%	+$46.6K	0.02%	114
2024 Q3	$231K	Hold	1,384	–	–	0.02%	130
2024 Q2	$211K	Hold	1,384	–	–	0.02%	128
2024 Q1	$220K	Sell	1,384 -350	-20%	-$53K	0.02%	123
2023 Q4	$269K	Hold	1,734	–	–	0.03%	108
2023 Q3	$235K	Hold	1,734	–	–	0.02%	114
2023 Q2	$244K	Buy	+1,734	New	+$234K	0.03%	77
2021 Q2	–	Sell	-134	Closed	-$21K	–	127
2021 Q1	$21K	Hold	134	–	–	﹤0.01%	131
2020 Q4	$18K	Hold	134	–	–	﹤0.01%	137
2020 Q3	$13K	Hold	134	–	–	﹤0.01%	137
2020 Q2	$13K	Sell	134 -2	-1%	-$182	﹤0.01%	125
2020 Q1	$11K	Sell	136 -26	-16%	-$2.92K	﹤0.01%	119
2019 Q4	$21K	Hold	162	–	–	﹤0.01%	122
2019 Q3	$19K	Hold	162	–	–	﹤0.01%	115
2019 Q2	$20K	Buy	162 +136	+523%	+$16.4K	0.01%	140
2019 Q1	$3K	Hold	26	–	–	﹤0.01%	127
2018 Q4	$3K	Hold	26	–	–	﹤0.01%	141
2018 Q3	$3K	Buy	+26	New	+$3.5K	﹤0.01%	108

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

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

APF

Alaska Permanent Fund Juneau, Alaska $1.51B AUM 22.23% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

VNIM

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Litman Gregory Wealth Management's IWN Position: Q1 2025 in Review

Litman Gregory Wealth Management sold out of iShares Russell 2000 Value ETF (IWN) in Q1 2025, closing a stake of 1,657 shares — an estimated $272K sold.

Litman Gregory Wealth Management first reported a position in IWN in Q3 2018 and held it in 18 quarters. The position peaked at $272K in Q4 2024. 986 funds tracked by Wall St. Rank hold IWN as of Q1 2025.

Litman Gregory Wealth Management reported no remaining iShares Russell 2000 Value ETF position as of Q1 2025 after selling out during the quarter.
Litman Gregory Wealth Management sold 1,657 iShares Russell 2000 Value ETF shares in Q1 2025, an estimated $272K.
Litman Gregory Wealth Management first reported a position in iShares Russell 2000 Value ETF in Q3 2018 and held it in 18 quarters.
Litman Gregory Wealth Management's iShares Russell 2000 Value ETF position peaked at $272K in Q4 2024.
986 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q1 2025.

Based on Litman Gregory Wealth Management's 13F filing for Q1 2025, filed 2 May 2025.