Moran Wealth Management’s iShares Russell 2000 Value ETF IWN Stock Holding History

Moran Wealth Management’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 Q1	–	Sell	-6,223	Closed	-$1.13M	–	522
2025 Q4	$1.13M	Sell	6,223 -7,151	-53%	-$1.28M	0.03%	347
2025 Q3	$2.36M	Buy	+13,374	New	+$2.26M	0.07%	267
2025 Q1	–	Sell	-13,050	Closed	-$2.14M	–	467
2024 Q4	$2.14M	Buy	13,050 +11,740	+896%	+$2M	0.07%	253
2024 Q3	$219K	Buy	+1,310	New	+$213K	0.01%	399
2024 Q1	–	Sell	-3,882	Closed	-$603K	–	432
2023 Q4	$603K	Buy	+3,882	New	+$538K	0.02%	329

Other funds holding IWN

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $13.1B AUM

DADC

D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $26B AUM

VNIM

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Moran Wealth Management's IWN Position: Q1 2026 in Review

Moran Wealth Management sold out of iShares Russell 2000 Value ETF (IWN) in Q1 2026, closing a stake of 6,223 shares — an estimated $1.13M sold.

Moran Wealth Management first reported a position in IWN in Q4 2023 and held it in 5 quarters. The position peaked at $2.36M in Q3 2025. 1,028 funds tracked by Wall St. Rank hold IWN as of Q1 2026.

Moran Wealth Management reported no remaining iShares Russell 2000 Value ETF position as of Q1 2026 after selling out during the quarter.
Moran Wealth Management sold 6,223 iShares Russell 2000 Value ETF shares in Q1 2026, an estimated $1.13M.
Moran Wealth Management first reported a position in iShares Russell 2000 Value ETF in Q4 2023 and held it in 5 quarters.
Moran Wealth Management's iShares Russell 2000 Value ETF position peaked at $2.36M in Q3 2025.
1,028 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q1 2026.

Based on Moran Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.