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

Mayflower 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
2026
Q2 		$385K Sell
1,742
-605
-26% -$127K 0.03% 325
2026
Q1 		$445K Hold
2,347
– – 0.05% 282
2025
Q4 		$425K Sell
2,347
-136
-5% -$24.4K 0.05% 273
2025
Q3 		$439K Hold
2,483
– – 0.06% 270
2025
Q2 		$392K Hold
2,483
– – 0.05% 271
2025
Q1 		$375K Sell
2,483
-26
-1% -$4.2K 0.06% 269
2024
Q4 		$412K Hold
2,509
– – 0.06% 252
2024
Q3 		$419K Hold
2,509
– – 0.06% 246
2024
Q2 		$382K Hold
2,509
– – 0.06% 250
2024
Q1 		$398K Sell
2,509
-12
-0.5% -$1.82K 0.07% 244
2023
Q4 		$392K Sell
2,521
-92
-4% -$12.7K 0.05% 228
2023
Q3 		$354K Sell
2,613
-209
-7% -$30K 0.05% 231
2023
Q2 		$397K Sell
2,822
-25
-0.9% -$3.38K 0.05% 241
2023
Q1 		$390K Buy
2,847
+26
+0.9% +$3.77K 0.05% 236
2022
Q4 		$391K Buy
+2,821
New +$398K 0.05% 231

Other funds holding IWN

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return
BPWM
Badgley Phelps Wealth Managers Seattle, Washington $5.71B AUM 30.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
CL
Choreo LLC Rockford, Illinois $9.11B AUM 26.3% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return

Mayflower Financial Advisors's IWN Position: Q2 2026 in Review

Mayflower Financial Advisors reduced its iShares Russell 2000 Value ETF (IWN) stake by 26% in Q2 2026, selling an estimated $127K and leaving 1,742 shares worth $385K. The position accounts for 0.03% of the portfolio, ranked #325.

Mayflower Financial Advisors first reported a position in IWN in Q4 2022 and has held it in 15 quarters since. The position peaked at $445K in Q1 2026. 619 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

  • Mayflower Financial Advisors held 1,742 shares of iShares Russell 2000 Value ETF worth $385K as of Q2 2026.
  • Mayflower Financial Advisors sold 605 iShares Russell 2000 Value ETF shares in Q2 2026, an estimated $127K.
  • iShares Russell 2000 Value ETF made up 0.03% of Mayflower Financial Advisors's portfolio in Q2 2026, its #325 holding.
  • Mayflower Financial Advisors first reported a position in iShares Russell 2000 Value ETF in Q4 2022 and has held it in 15 quarters since.
  • Mayflower Financial Advisors's iShares Russell 2000 Value ETF position peaked at $445K in Q1 2026.
  • 619 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

Based on Mayflower Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.