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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
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

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $13.1B AUM
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

NFP Retirement Inc's IWN Position: Q1 2026 in Review

NFP Retirement Inc reduced its iShares Russell 2000 Value ETF (IWN) stake by 11% in Q1 2026, selling an estimated $94.3K and leaving 4,087 shares worth $775K. The position accounts for 0.05% of the portfolio, ranked #163.

NFP Retirement Inc first reported a position in IWN in Q2 2021 and has held it in 20 quarters since. The position peaked at $1.7M in Q1 2022. 1,028 funds tracked by Wall St. Rank hold IWN as of Q1 2026.

  • NFP Retirement Inc held 4,087 shares of iShares Russell 2000 Value ETF worth $775K as of Q1 2026.
  • NFP Retirement Inc sold 487 iShares Russell 2000 Value ETF shares in Q1 2026, an estimated $94.3K.
  • iShares Russell 2000 Value ETF made up 0.05% of NFP Retirement Inc's portfolio in Q1 2026, its #163 holding.
  • NFP Retirement Inc first reported a position in iShares Russell 2000 Value ETF in Q2 2021 and has held it in 20 quarters since.
  • NFP Retirement Inc's iShares Russell 2000 Value ETF position peaked at $1.7M in Q1 2022.
  • 1,028 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q1 2026.

Based on NFP Retirement Inc's 13F filing for Q1 2026, filed 13 May 2026.