Moisand Fitzgerald Tamayo’s iShares Russell 2000 Value ETF IWN Stock Holding History

Moisand Fitzgerald Tamayo’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	$389K	Hold	1,757	–	–	0.04%	95
2026 Q1	$333K	Hold	1,757	–	–	0.04%	92
2025 Q4	$318K	Hold	1,757	–	–	0.04%	94
2025 Q3	$311K	Hold	1,757	–	–	0.04%	96
2025 Q2	$277K	Hold	1,757	–	–	0.04%	98
2025 Q1	$265K	Hold	1,757	–	–	0.04%	98
2024 Q4	$288K	Hold	1,757	–	–	0.04%	90
2024 Q3	$293K	Hold	1,757	–	–	0.04%	93
2024 Q2	$268K	Hold	1,757	–	–	0.04%	91
2024 Q1	$279K	Hold	1,757	–	–	0.04%	90
2023 Q4	$273K	Hold	1,757	–	–	0.05%	90
2023 Q3	$238K	Sell	1,757 -88	-5%	-$12.6K	0.05%	88
2023 Q2	$260K	Hold	1,845	–	–	0.05%	87
2023 Q1	$253K	Hold	1,845	–	–	0.05%	87
2022 Q4	$256K	Hold	1,845	–	–	0.06%	90
2022 Q3	$238K	Hold	1,845	–	–	0.07%	86
2022 Q2	$251K	Buy	1,845 +283	+18%	+$42.1K	0.07%	84
2022 Q1	$252K	Sell	1,562 -283	-15%	-$45.1K	0.11%	67
2021 Q4	$306K	Hold	1,845	–	–	0.09%	76
2021 Q3	$296K	Sell	1,845 -97	-5%	-$15.6K	0.1%	75
2021 Q2	$322K	Buy	1,942 +62	+3%	+$10.2K	0.12%	67
2021 Q1	$300K	Sell	1,880 -77	-4%	-$11.6K	0.13%	65
2020 Q4	$258K	Sell	1,957 -42	-2%	-$4.96K	0.12%	70
2020 Q3	$199K	Hold	1,999	–	–	0.1%	72
2020 Q2	$195K	Hold	1,999	–	–	0.11%	71
2020 Q1	$164K	Hold	1,999	–	–	0.11%	71
2019 Q4	$257K	Hold	1,999	–	–	0.13%	69
2019 Q3	$239K	Hold	1,999	–	–	0.13%	69
2019 Q2	$241K	Hold	1,999	–	–	0.13%	68
2019 Q1	$240K	Hold	1,999	–	–	0.13%	70
2018 Q4	$215K	Hold	1,999	–	–	0.13%	70
2018 Q3	$266K	Sell	1,999 -43	-2%	-$5.79K	0.15%	66
2018 Q2	$269K	Sell	2,042 -128	-6%	-$16.5K	0.16%	65
2018 Q1	$264K	Sell	2,170 -19	-0.9%	-$2.38K	0.16%	64
2017 Q4	$275K	Sell	2,189 -30	-1%	-$3.75K	0.16%	54
2017 Q3	$275K	Hold	2,219	–	–	0.17%	57
2017 Q2	$264K	Hold	2,219	–	–	0.18%	54
2017 Q1	$262K	Hold	2,219	–	–	0.18%	54
2016 Q4	$264K	Hold	2,219	–	–	0.2%	53
2016 Q3	$232K	Hold	2,219	–	–	0.18%	54
2016 Q2	$216K	Hold	2,219	–	–	0.18%	51
2016 Q1	$207K	Hold	2,219	–	–	0.17%	52
2015 Q4	$204K	Buy	+2,219	New	+$211K	0.18%	52

Other funds holding IWN

VNIM

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

SGAM

Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

WPW

Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return

Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

HWA

Hillcrest Wealth Advisors Hazlet, New Jersey $279M AUM 21.72% 1-Year Est. Return

LFWA

LBJ Family Wealth Advisors Austin, Texas $196M AUM 22.12% 1-Year Est. Return

HIA

Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return

FHC

First Horizon Corporation Memphis, Tennessee $2.6B AUM 23.72% 1-Year Est. Return

Moisand Fitzgerald Tamayo's IWN Position: Q2 2026 in Review

Moisand Fitzgerald Tamayo held its iShares Russell 2000 Value ETF (IWN) position steady in Q2 2026 at 1,757 shares worth $389K. The position accounts for 0.04% of the portfolio, ranked #95.

Moisand Fitzgerald Tamayo first reported a position in IWN in Q4 2015 and has held it in 43 quarters since. 233 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

Moisand Fitzgerald Tamayo held 1,757 shares of iShares Russell 2000 Value ETF worth $389K as of Q2 2026.
Moisand Fitzgerald Tamayo left its iShares Russell 2000 Value ETF share count unchanged in Q2 2026.
iShares Russell 2000 Value ETF made up 0.04% of Moisand Fitzgerald Tamayo's portfolio in Q2 2026, its #95 holding.
Moisand Fitzgerald Tamayo first reported a position in iShares Russell 2000 Value ETF in Q4 2015 and has held it in 43 quarters since.
233 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q2 2026, filed 13 Jul 2026.