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

McClarren 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	$244K	Buy	1,102 +1	+0.1%	+$209	0.13%	76
2026 Q1	$209K	Buy	+1,101	New	+$213K	0.12%	79
2025 Q4	–	Sell	-1,183	Closed	-$209K	–	78
2025 Q3	$209K	Buy	+1,183	New	+$200K	0.13%	74
2025 Q1	–	Sell	-1,051	Closed	-$172K	–	326
2024 Q4	$172K	Buy	+1,051	New	+$179K	0.48%	36
2024 Q3	–	Sell	-456	Closed	-$160K	–	298
2024 Q2	$160K	Buy	+456	New	+$69.7K	0.11%	79
2024 Q1	–	Sell	-1,042	Closed	-$162K	–	394
2023 Q4	$162K	Buy	1,042 +13	+1%	+$1.8K	0.12%	79
2023 Q3	$139K	Sell	1,029 -7	-0.7%	-$1K	0.12%	81
2023 Q2	$145K	Buy	1,036 +6	+0.6%	+$811	0.12%	82
2023 Q1	$140K	Buy	1,030 +4	+0.4%	+$580	0.13%	81
2022 Q4	$142K	Buy	1,026 +2	+0.2%	+$282	0.13%	82
2022 Q3	$132K	Buy	+1,024	New	+$148K	0.13%	77
2022 Q2	–	Sell	-1,024	Closed	-$165K	–	146
2022 Q1	$165K	Buy	1,024 +1	+0.1%	+$159	0.12%	67
2021 Q4	$170K	Buy	1,023 +7	+0.7%	+$1.17K	0.12%	70
2021 Q3	$162K	Buy	1,016 +5	+0.5%	+$803	0.13%	62
2021 Q2	$167K	Sell	1,011 -22	-2%	-$3.63K	0.14%	59
2021 Q1	$165K	Buy	1,033 +3	+0.3%	+$453	0.15%	57
2020 Q4	$135K	Buy	+1,030	New	+$122K	0.13%	64

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $15B AUM

DADC

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

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

VNIM

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

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

McClarren Financial Advisors increased its iShares Russell 2000 Value ETF (IWN) stake by 0.09% in Q2 2026, buying an estimated $209 and bringing the position to 1,102 shares worth $244K. The position accounts for 0.13% of the portfolio, ranked #76.

McClarren Financial Advisors first reported a position in IWN in Q4 2020 and has held it in 17 quarters since. 1,075 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

McClarren Financial Advisors held 1,102 shares of iShares Russell 2000 Value ETF worth $244K as of Q2 2026.
McClarren Financial Advisors bought 1 iShares Russell 2000 Value ETF share in Q2 2026, an estimated $209.
iShares Russell 2000 Value ETF made up 0.13% of McClarren Financial Advisors's portfolio in Q2 2026, its #76 holding.
McClarren Financial Advisors first reported a position in iShares Russell 2000 Value ETF in Q4 2020 and has held it in 17 quarters since.
1,075 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

Based on McClarren Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.