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

Morling 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 Q2	$17.3K	Hold	78	–	–	﹤0.01%	109
2026 Q1	$14.8K	Hold	78	–	–	﹤0.01%	98
2025 Q4	$14.1K	Hold	78	–	–	﹤0.01%	94
2025 Q3	$13.8K	Hold	78	–	–	﹤0.01%	92
2025 Q2	$12.3K	Hold	78	–	–	﹤0.01%	93
2025 Q1	$11.8K	Hold	78	–	–	﹤0.01%	112
2024 Q4	$12.8K	Hold	78	–	–	﹤0.01%	109
2024 Q3	$13K	Hold	78	–	–	0.01%	89
2024 Q2	$11.9K	Buy	+78	New	+$11.9K	0.01%	79

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

Morling Financial Advisors's IWN Position: Q2 2026 in Review

Morling Financial Advisors held its iShares Russell 2000 Value ETF (IWN) position steady in Q2 2026 at 78 shares worth $17.3K. The position accounts for ﹤0.01% of the portfolio, ranked #109.

Morling Financial Advisors first reported a position in IWN in Q2 2024 and has held it in 9 quarters since. 1,075 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

Morling Financial Advisors held 78 shares of iShares Russell 2000 Value ETF worth $17.3K as of Q2 2026.
Morling Financial Advisors left its iShares Russell 2000 Value ETF share count unchanged in Q2 2026.
iShares Russell 2000 Value ETF made up ﹤0.01% of Morling Financial Advisors's portfolio in Q2 2026, its #109 holding.
Morling Financial Advisors first reported a position in iShares Russell 2000 Value ETF in Q2 2024 and has held it in 9 quarters since.
1,075 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

Based on Morling Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.