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Marshall & Sterling Wealth Advisors’s iShares Russell 2000 Value ETF IWN Stock Holding History

Marshall & Sterling 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
2025
Q3 		– Sell
-16
Closed -$2.52K – 666
2025
Q2 		$2.52K Hold
16
– – ﹤0.01% 527
2025
Q1 		$2.42K Hold
16
– – ﹤0.01% 529
2024
Q4 		$2.63K Buy
+16
New +$2.73K ﹤0.01% 294

Other funds holding IWN

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
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 $202B AUM 37.79% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Marshall & Sterling Wealth Advisors's IWN Position: Q3 2025 in Review

Marshall & Sterling Wealth Advisors sold out of iShares Russell 2000 Value ETF (IWN) in Q3 2025, closing a stake of 16 shares — an estimated $2.52K sold.

Marshall & Sterling Wealth Advisors first reported a position in IWN in Q4 2024 and held it in 3 quarters. The position peaked at $2.63K in Q4 2024. 973 funds tracked by Wall St. Rank hold IWN as of Q3 2025.

  • Marshall & Sterling Wealth Advisors reported no remaining iShares Russell 2000 Value ETF position as of Q3 2025 after selling out during the quarter.
  • Marshall & Sterling Wealth Advisors sold 16 iShares Russell 2000 Value ETF shares in Q3 2025, an estimated $2.52K.
  • Marshall & Sterling Wealth Advisors first reported a position in iShares Russell 2000 Value ETF in Q4 2024 and held it in 3 quarters.
  • Marshall & Sterling Wealth Advisors's iShares Russell 2000 Value ETF position peaked at $2.63K in Q4 2024.
  • 973 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q3 2025.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.