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

Midland Wealth 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
2025 Q2	–	Sell	-1,500	Closed	-$226K	–	181
2025 Q1	$226K	Sell	1,500 -745	-33%	-$120K	0.01%	170
2024 Q4	$369K	Sell	2,245 -1,216	-35%	-$208K	0.02%	148
2024 Q3	$577K	Sell	3,461 -1,718	-33%	-$279K	0.03%	127
2024 Q2	$789K	Sell	5,179 -317	-6%	-$48.5K	0.05%	105
2024 Q1	$873K	Sell	5,496 -4,275	-44%	-$647K	0.05%	100
2023 Q4	$1.52M	Buy	+9,771	New	+$1.35M	0.1%	56

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

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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

VNIM

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

DADC

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

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

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

Midland Wealth Advisors's IWN Position: Q2 2025 in Review

Midland Wealth Advisors sold out of iShares Russell 2000 Value ETF (IWN) in Q2 2025, closing a stake of 1,500 shares — an estimated $226K sold.

Midland Wealth Advisors first reported a position in IWN in Q4 2023 and held it in 6 quarters. The position peaked at $1.52M in Q4 2023. 965 funds tracked by Wall St. Rank hold IWN as of Q2 2025.

Midland Wealth Advisors reported no remaining iShares Russell 2000 Value ETF position as of Q2 2025 after selling out during the quarter.
Midland Wealth Advisors sold 1,500 iShares Russell 2000 Value ETF shares in Q2 2025, an estimated $226K.
Midland Wealth Advisors first reported a position in iShares Russell 2000 Value ETF in Q4 2023 and held it in 6 quarters.
Midland Wealth Advisors's iShares Russell 2000 Value ETF position peaked at $1.52M in Q4 2023.
965 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2025.

Based on Midland Wealth Advisors's 13F filing for Q2 2025, filed 7 Aug 2025.