NFP Retirement Inc
IWN icon

NFP Retirement Inc’s iShares Russell 2000 Value ETF IWN Stock Holding History

NFP Retirement Inc’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
Q3 		$852K Sell
4,068
-27
-0.7% -$5.97K 0.05% 167
2026
Q2 		$906K Buy
4,095
+8
+0.2% +$1.68K 0.05% 154
2026
Q1 		$775K Sell
4,087
-487
-11% -$94.3K 0.05% 163
2025
Q4 		$829K Sell
4,574
-37
-0.8% -$6.65K 0.05% 150
2025
Q3 		$815K Buy
4,611
+1
+0% +$169 0.05% 150
2025
Q2 		$727K Sell
4,610
-1,020
-18% -$152K 0.05% 161
2025
Q1 		$850K Buy
5,630
+1
+0% +$162 0.07% 132
2024
Q4 		$924K Buy
5,629
+1
+0% +$171 0.07% 128
2024
Q3 		$939K Hold
5,628
– – 0.08% 126
2024
Q2 		$857K Sell
5,628
-177
-3% -$27.1K 0.07% 131
2024
Q1 		$922K Sell
5,805
-597
-9% -$90.4K 0.08% 126
2023
Q4 		$994K Sell
6,402
-675
-10% -$93.5K 0.17% 97
2023
Q3 		$959K Sell
7,077
-617
-8% -$88.5K 0.18% 96
2023
Q2 		$1.08M Sell
7,694
-1,217
-14% -$165K 0.2% 87
2023
Q1 		$1.22M Sell
8,911
-2,233
-20% -$324K 0.24% 83
2022
Q4 		$1.55M Buy
11,144
+2,162
+24% +$305K 0.34% 67
2022
Q3 		$1.16M Sell
8,982
-1,400
-13% -$202K 0.29% 76
2022
Q2 		$1.41M Sell
10,382
-162
-2% -$24.1K 0.36% 67
2022
Q1 		$1.7M Buy
10,544
+8,526
+422% +$1.36M 0.4% 61
2021
Q4 		$335K Buy
2,018
+97
+5% +$16.2K 0.12% 108
2021
Q3 		$308K Buy
1,921
+37
+2% +$5.94K 0.13% 104
2021
Q2 		$312K Buy
+1,884
New +$311K 0.12% 106

Other funds holding IWN

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
TIAA Wealth Investment Management
TIAA Wealth Investment Management New York $16.6B AUM
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 21.87% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return
TIAA-CREF Individual & Institutional Services
TIAA-CREF Individual & Institutional Services New York $29.5B AUM
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Cassaday & Co Wealth Management
Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return

NFP Retirement Inc's IWN Position: Q3 2026 in Review

NFP Retirement Inc reduced its iShares Russell 2000 Value ETF (IWN) stake by 0.66% in Q3 2026, selling an estimated $5.97K and leaving 4,068 shares worth $852K. The position accounts for 0.05% of the portfolio, ranked #167.

NFP Retirement Inc first reported a position in IWN in Q2 2021 and has held it in 22 quarters since. The position peaked at $1.7M in Q1 2022. 966 funds tracked by Wall St. Rank hold IWN as of Q3 2026.

  • NFP Retirement Inc held 4,068 shares of iShares Russell 2000 Value ETF worth $852K as of Q3 2026.
  • NFP Retirement Inc sold 27 iShares Russell 2000 Value ETF shares in Q3 2026, an estimated $5.97K.
  • iShares Russell 2000 Value ETF made up 0.05% of NFP Retirement Inc's portfolio in Q3 2026, its #167 holding.
  • NFP Retirement Inc first reported a position in iShares Russell 2000 Value ETF in Q2 2021 and has held it in 22 quarters since.
  • NFP Retirement Inc's iShares Russell 2000 Value ETF position peaked at $1.7M in Q1 2022.
  • 966 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q3 2026.

Based on NFP Retirement Inc's 13F filing for Q3 2026, filed 12 Nov 2026.