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 Q3	$231K	Buy	1,104 +2	+0.2%	+$442	0.12%	78
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

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

SGAM

Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

WoodTrust Financial Wisconsin Rapids, Wisconsin $825M AUM 20.13% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return

LFWA

LBJ Family Wealth Advisors Austin, Texas $196M AUM 12.84% 1-Year Est. Return

HIA

Harbor Investment Advisory Lutherville, Maryland $1.47B AUM 24.2% 1-Year Est. Return

RFA

RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return

SMH

Sanders Morris Harris Houston, Texas $755M AUM 11.28% 1-Year Est. Return

OBWG

Onyx Bridge Wealth Group Tarrytown, New York $1.14B AUM 18.43% 1-Year Est. Return

McClarren Financial Advisors's IWN Position: Q3 2026 in Review

McClarren Financial Advisors increased its iShares Russell 2000 Value ETF (IWN) stake by 0.18% in Q3 2026, buying an estimated $442 and bringing the position to 1,104 shares worth $231K. The position accounts for 0.12% of the portfolio, ranked #78.

McClarren Financial Advisors first reported a position in IWN in Q4 2020 and has held it in 18 quarters since. The position peaked at $244K in Q2 2026. 154 funds tracked by Wall St. Rank hold IWN as of Q3 2026.

McClarren Financial Advisors held 1,104 shares of iShares Russell 2000 Value ETF worth $231K as of Q3 2026.
McClarren Financial Advisors bought 2 iShares Russell 2000 Value ETF shares in Q3 2026, an estimated $442.
iShares Russell 2000 Value ETF made up 0.12% of McClarren Financial Advisors's portfolio in Q3 2026, its #78 holding.
McClarren Financial Advisors first reported a position in iShares Russell 2000 Value ETF in Q4 2020 and has held it in 18 quarters since.
McClarren Financial Advisors's iShares Russell 2000 Value ETF position peaked at $244K in Q2 2026.
154 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q3 2026.

Based on McClarren Financial Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.