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Ogorek Anthony Joseph’s iShares Russell 2000 Value ETF IWN Stock Holding History

Ogorek Anthony Joseph’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
Q3 		– Sell
-65
Closed -$10K – 667
2025
Q2 		$10K Hold
65
– – ﹤0.01% 385
2025
Q1 		$9K Hold
65
– – ﹤0.01% 386
2024
Q4 		$10K Hold
65
– – ﹤0.01% 219
2024
Q3 		$10K Hold
65
– – ﹤0.01% 210
2024
Q2 		$9K Hold
65
– – ﹤0.01% 209
2024
Q1 		$10K Hold
65
– – ﹤0.01% 208
2023
Q4 		$10K Buy
+65
New +$9K ﹤0.01% 211

Other funds holding IWN

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
Envestnet Asset Management
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
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 $202B AUM 37.79% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ogorek Anthony Joseph's IWN Position: Q3 2025 in Review

Ogorek Anthony Joseph sold out of iShares Russell 2000 Value ETF (IWN) in Q3 2025, closing a stake of 65 shares — an estimated $10K sold.

Ogorek Anthony Joseph first reported a position in IWN in Q4 2023 and held it in 7 quarters. The position peaked at $10K in Q2 2025. 973 funds tracked by Wall St. Rank hold IWN as of Q3 2025.

  • Ogorek Anthony Joseph reported no remaining iShares Russell 2000 Value ETF position as of Q3 2025 after selling out during the quarter.
  • Ogorek Anthony Joseph sold 65 iShares Russell 2000 Value ETF shares in Q3 2025, an estimated $10K.
  • Ogorek Anthony Joseph first reported a position in iShares Russell 2000 Value ETF in Q4 2023 and held it in 7 quarters.
  • Ogorek Anthony Joseph's iShares Russell 2000 Value ETF position peaked at $10K in Q2 2025.
  • 973 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q3 2025.

Based on Ogorek Anthony Joseph's 13F filing for Q3 2025, filed 4 Nov 2025.