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Marshall & Sullivan’s iShares Russell 2000 Value ETF IWN Stock Holding History

Marshall & Sullivan’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
-176
Closed -$27.8K – 70
2025
Q2 		$27.8K Buy
+176
New +$26.2K 0.01% 83
2023
Q1 		– Sell
-103
Closed -$14.3K – 54
2022
Q4 		$14.3K Buy
+103
New +$14.5K 0.01% 77
2022
Q3 		– Sell
-103
Closed -$14K – 60
2022
Q2 		$14K Buy
+103
New +$15.3K 0.01% 74

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
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Marshall & Sullivan's IWN Position: Q3 2025 in Review

Marshall & Sullivan sold out of iShares Russell 2000 Value ETF (IWN) in Q3 2025, closing a stake of 176 shares — an estimated $27.8K sold.

Marshall & Sullivan first reported a position in IWN in Q2 2022 and held it in 3 quarters. The position peaked at $27.8K in Q2 2025. 971 funds tracked by Wall St. Rank hold IWN as of Q3 2025.

  • Marshall & Sullivan reported no remaining iShares Russell 2000 Value ETF position as of Q3 2025 after selling out during the quarter.
  • Marshall & Sullivan sold 176 iShares Russell 2000 Value ETF shares in Q3 2025, an estimated $27.8K.
  • Marshall & Sullivan first reported a position in iShares Russell 2000 Value ETF in Q2 2022 and held it in 3 quarters.
  • Marshall & Sullivan's iShares Russell 2000 Value ETF position peaked at $27.8K in Q2 2025.
  • 971 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q3 2025.

Based on Marshall & Sullivan's 13F filing for Q3 2025, filed 15 Oct 2025.