Morris Financial Concepts’s iShares Russell 2000 Value ETF IWN Stock Holding History

Morris Financial Concepts’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	$1.61M	Sell	7,289 -11	-0.2%	-$2.3K	0.49%	36
2026 Q1	$1.38M	Sell	7,300 -145	-2%	-$28.1K	0.47%	39
2025 Q4	$1.35M	Sell	7,445 -28	-0.4%	-$5.03K	0.47%	40
2025 Q3	$1.32M	Sell	7,473 -31	-0.4%	-$5.23K	0.48%	39
2025 Q2	$1.18M	Buy	7,504 +12	+0.2%	+$1.79K	0.47%	40
2025 Q1	$1.13M	Sell	7,492 -27	-0.4%	-$4.36K	0.47%	38
2024 Q4	$1.23M	Buy	7,519 +2	+0%	+$341	0.53%	32
2024 Q3	$1.25M	Buy	7,517 +366	+5%	+$59.5K	0.54%	35
2024 Q2	$1.09M	Buy	7,151 +93	+1%	+$14.2K	0.52%	35
2024 Q1	$1.12M	Sell	7,058 -83	-1%	-$12.6K	0.57%	32
2023 Q4	$1.11M	Sell	7,141 -9	-0.1%	-$1.25K	0.63%	30
2023 Q3	$969K	Sell	7,150 -3	-0%	-$430	0.64%	30
2023 Q2	$1.01M	Buy	7,153 +7	+0.1%	+$946	0.65%	30
2023 Q1	$979K	Sell	7,146 -53	-0.7%	-$7.68K	0.69%	28
2022 Q4	$998K	Buy	7,199 +10	+0.1%	+$1.41K	0.81%	26
2022 Q3	$927K	Sell	7,189 -19	-0.3%	-$2.75K	0.96%	22
2022 Q2	$981K	Sell	7,208 -7	-0.1%	-$1.04K	0.93%	22
2022 Q1	$1.16M	Sell	7,215 -2	-0%	-$319	0.97%	21
2021 Q4	$1.2M	Buy	+7,217	New	+$1.2M	1%	21

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 29.18% 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

Morris Financial Concepts's IWN Position: Q2 2026 in Review

Morris Financial Concepts reduced its iShares Russell 2000 Value ETF (IWN) stake by 0.15% in Q2 2026, selling an estimated $2.3K and leaving 7,289 shares worth $1.61M. The position accounts for 0.49% of the portfolio, ranked #36.

Morris Financial Concepts first reported a position in IWN in Q4 2021 and has held it in 19 quarters since. 1,078 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

Morris Financial Concepts held 7,289 shares of iShares Russell 2000 Value ETF worth $1.61M as of Q2 2026.
Morris Financial Concepts sold 11 iShares Russell 2000 Value ETF shares in Q2 2026, an estimated $2.3K.
iShares Russell 2000 Value ETF made up 0.49% of Morris Financial Concepts's portfolio in Q2 2026, its #36 holding.
Morris Financial Concepts first reported a position in iShares Russell 2000 Value ETF in Q4 2021 and has held it in 19 quarters since.
1,078 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

Based on Morris Financial Concepts's 13F filing for Q2 2026, filed 29 Jul 2026.