Motiv8 Investments’s iShares Russell 2000 Value ETF IWN Stock Holding History

Motiv8 Investments’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 Q4	$4K	Buy	+22	New	+$3.95K	﹤0.01%	616

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

VNIM

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Motiv8 Investments's IWN Position: Q4 2025 in Review

Motiv8 Investments opened a new position in iShares Russell 2000 Value ETF (IWN) in Q4 2025: 22 shares worth $4K. The stake represents ﹤0.01% of the portfolio and ranks #616 among its holdings.

1,045 funds tracked by Wall St. Rank hold IWN as of Q4 2025.

Motiv8 Investments held 22 shares of iShares Russell 2000 Value ETF worth $4K as of Q4 2025.
iShares Russell 2000 Value ETF was a new Motiv8 Investments position in Q4 2025.
iShares Russell 2000 Value ETF made up ﹤0.01% of Motiv8 Investments's portfolio in Q4 2025, its #616 holding.
1,045 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q4 2025.

Based on Motiv8 Investments's 13F filing for Q4 2025, filed 13 Feb 2026.