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

MCF 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	$50.4K	Buy	228 +65	+40%	+$13.6K	﹤0.01%	677
2026 Q1	$30.9K	Hold	163	–	–	﹤0.01%	707
2025 Q4	$29.5K	Hold	163	–	–	﹤0.01%	610
2025 Q3	$28.8K	Hold	163	–	–	﹤0.01%	508
2025 Q2	$25.7K	Hold	163	–	–	﹤0.01%	506
2025 Q1	$24.6K	Hold	163	–	–	﹤0.01%	507
2024 Q4	$26.8K	Hold	163	–	–	﹤0.01%	497
2024 Q3	$27.2K	Hold	163	–	–	﹤0.01%	489
2024 Q2	$24.8K	Hold	163	–	–	﹤0.01%	492
2024 Q1	$25.9K	Hold	163	–	–	﹤0.01%	487
2023 Q4	$25.3K	Hold	163	–	–	﹤0.01%	471
2023 Q3	$22.2K	Hold	163	–	–	﹤0.01%	474
2023 Q2	$23K	Hold	163	–	–	﹤0.01%	460
2023 Q1	$22.3K	Hold	163	–	–	﹤0.01%	460
2022 Q4	$22.6K	Hold	163	–	–	﹤0.01%	433
2022 Q3	$21K	Buy	163 +152	+1,382%	+$22K	﹤0.01%	451
2022 Q2	$1K	Hold	11	–	–	﹤0.01%	706
2022 Q1	$2K	Buy	+11	New	+$1.75K	﹤0.01%	646
2021 Q4	–	Sell	-11	Closed	-$2K	–	369
2021 Q3	$2K	Hold	11	–	–	﹤0.01%	621
2021 Q2	$2K	Hold	11	–	–	﹤0.01%	534
2021 Q1	$2K	Sell	11 -4	-27%	-$605	﹤0.01%	500
2020 Q4	$2K	Hold	15	–	–	﹤0.01%	438
2020 Q3	$1K	Sell	15 -65	-81%	-$6.6K	﹤0.01%	448
2020 Q2	$8K	Sell	80 -268	-77%	-$24.4K	﹤0.01%	386
2020 Q1	$29K	Hold	348	–	–	﹤0.01%	269
2019 Q4	$45K	Hold	348	–	–	0.01%	259
2019 Q3	$42K	Buy	348 +27	+8%	+$3.19K	0.01%	257
2019 Q2	$39K	Hold	321	–	–	0.01%	251
2019 Q1	$38K	Hold	321	–	–	0.01%	245
2018 Q4	$35K	Hold	321	–	–	0.01%	243
2018 Q3	$43K	Sell	321 -42	-12%	-$5.66K	0.01%	227
2018 Q2	$48K	Buy	363 +8	+2%	+$1.03K	0.01%	214
2018 Q1	$43K	Sell	355 -18	-5%	-$2.25K	0.01%	227
2017 Q4	$47K	Sell	373 -12	-3%	-$1.5K	0.01%	235
2017 Q3	$48K	Buy	385 +60	+18%	+$7.07K	0.01%	233
2017 Q2	$39K	Sell	325 -14	-4%	-$1.65K	0.01%	250
2017 Q1	$40K	Buy	+339	New	+$40.2K	0.01%	250
2015 Q4	–	Sell	-114	Closed	-$10K	–	470
2015 Q3	$10K	Hold	114	–	–	﹤0.01%	319
2015 Q2	$12K	Hold	114	–	–	﹤0.01%	311
2015 Q1	$12K	Hold	114	–	–	﹤0.01%	306
2014 Q4	$12K	Hold	114	–	–	﹤0.01%	292
2014 Q3	$11K	Hold	114	–	–	﹤0.01%	309
2014 Q2	$11K	Sell	114 -90	-44%	-$8.95K	﹤0.01%	308
2014 Q1	$21K	Hold	204	–	–	0.01%	251
2013 Q4	$21K	Sell	204 -49	-19%	-$4.68K	0.01%	224
2013 Q3	$26K	Buy	253 +58	+30%	+$5.23K	0.01%	221
2013 Q2	$20K	Buy	+195	New	+$16.5K	0.01%	213

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

MCF Advisors's IWN Position: Q2 2026 in Review

MCF Advisors increased its iShares Russell 2000 Value ETF (IWN) stake by 40% in Q2 2026, buying an estimated $13.6K and bringing the position to 228 shares worth $50.4K. The position accounts for ﹤0.01% of the portfolio, ranked #677.

MCF Advisors first reported a position in IWN in Q2 2013 and has held it in 47 quarters since. 1,074 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

MCF Advisors held 228 shares of iShares Russell 2000 Value ETF worth $50.4K as of Q2 2026.
MCF Advisors bought 65 iShares Russell 2000 Value ETF shares in Q2 2026, an estimated $13.6K.
iShares Russell 2000 Value ETF made up ﹤0.01% of MCF Advisors's portfolio in Q2 2026, its #677 holding.
MCF Advisors first reported a position in iShares Russell 2000 Value ETF in Q2 2013 and has held it in 47 quarters since.
1,074 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

Based on MCF Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.