My Personal CFO LLC’s iShares Russell 2000 Value ETF IWN Stock Holding History

My Personal CFO LLC’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	–	Sell	-21,255	Closed	-$3.76M	–	136
2025 Q3	$3.76M	Buy	+21,255	New	+$3.59M	1.46%	21
2024 Q2	–	Sell	-1,531	Closed	-$243K	–	102
2024 Q1	$243K	Hold	1,531	–	–	0.14%	90
2023 Q4	$238K	Sell	1,531 -296	-16%	-$41K	0.15%	86
2023 Q3	$248K	Hold	1,827	–	–	0.2%	72
2023 Q2	$257K	Buy	+1,827	New	+$247K	0.2%	72
2023 Q1	–	Sell	-1,115	Closed	-$155K	–	442
2022 Q4	$155K	Buy	+1,115	New	+$157K	0.14%	75

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

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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 $173B AUM 20.72% 1-Year Est. Return

VNIM

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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

My Personal CFO LLC's IWN Position: Q4 2025 in Review

My Personal CFO LLC sold out of iShares Russell 2000 Value ETF (IWN) in Q4 2025, closing a stake of 21,255 shares — an estimated $3.76M sold.

My Personal CFO LLC first reported a position in IWN in Q4 2022 and held it in 6 quarters. The position peaked at $3.76M in Q3 2025. 1,044 funds tracked by Wall St. Rank hold IWN as of Q4 2025.

My Personal CFO LLC reported no remaining iShares Russell 2000 Value ETF position as of Q4 2025 after selling out during the quarter.
My Personal CFO LLC sold 21,255 iShares Russell 2000 Value ETF shares in Q4 2025, an estimated $3.76M.
My Personal CFO LLC first reported a position in iShares Russell 2000 Value ETF in Q4 2022 and held it in 6 quarters.
My Personal CFO LLC's iShares Russell 2000 Value ETF position peaked at $3.76M in Q3 2025.
1,044 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q4 2025.

Based on My Personal CFO LLC's 13F filing for Q4 2025, filed 15 Jan 2026.