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Oldfather Financial Services’s iShares Russell 2000 Value ETF IWN Stock Holding History

Oldfather Financial Services’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 		$6.81M Sell
37,564
-452
-1% -$81.2K 2.03% 15
2025
Q3 		$6.72M Buy
38,016
+1,488
+4% +$251K 2.09% 15
2025
Q2 		$5.76M Buy
36,528
+1,715
+5% +$255K 1.98% 15
2025
Q1 		$5.26M Buy
34,813
+941
+3% +$152K 2% 15
2024
Q4 		$5.56M Buy
33,872
+28
+0.1% +$4.78K 2.12% 14
2024
Q3 		$5.65M Sell
33,844
-340
-1% -$55.2K 2.17% 14
2024
Q2 		$5.21M Buy
34,184
+336
+1% +$51.4K 2.14% 14
2024
Q1 		$5.38M Buy
33,848
+681
+2% +$103K 2.21% 14
2023
Q4 		$5.15M Buy
33,167
+2,106
+7% +$292K 2.3% 13
2023
Q3 		$4.21M Buy
31,061
+452
+1% +$64.8K 2.14% 14
2023
Q2 		$4.31M Sell
30,609
-686
-2% -$92.8K 2.11% 14
2023
Q1 		$4.29M Buy
31,295
+3,188
+11% +$462K 2.22% 13
2022
Q4 		$3.9M Buy
28,107
+2,504
+10% +$354K 2.22% 14
2022
Q3 		$3.3M Buy
25,603
+869
+4% +$126K 2.07% 14
2022
Q2 		$3.63M Buy
24,734
+1,842
+8% +$274K 2.07% 13
2022
Q1 		$3.5M Buy
22,892
+1,674
+8% +$267K 1.9% 14
2021
Q4 		$3.4M Buy
21,218
+1,905
+10% +$317K 1.79% 15
2021
Q3 		$3.38M Sell
19,313
-653
-3% -$105K 1.74% 16
2021
Q2 		$3.23M Buy
19,966
+559
+3% +$92.2K 1.77% 16
2021
Q1 		$3.11M Sell
19,407
-2,007
-9% -$303K 1.79% 15
2020
Q4 		$3.17M Buy
21,414
+850
+4% +$100K 1.88% 14
2020
Q3 		$2.2M Buy
20,564
+945
+5% +$96K 1.57% 15
2020
Q2 		$1.97M Sell
19,619
-874
-4% -$79.5K 1.53% 15
2020
Q1 		$1.76M Buy
20,493
+4,846
+31% +$544K 1.67% 14
2019
Q4 		$1.94M Buy
+15,647
New +$1.93M 1.8% 14

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
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return
PNC Financial Services Group
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
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Oldfather Financial Services's IWN Position: Q4 2025 in Review

Oldfather Financial Services reduced its iShares Russell 2000 Value ETF (IWN) stake by 1.2% in Q4 2025, selling an estimated $81.2K and leaving 37,564 shares worth $6.81M. The position accounts for 2.03% of the portfolio, ranked #15.

Oldfather Financial Services first reported a position in IWN in Q4 2019 and has held it in 25 quarters since. 1,042 funds tracked by Wall St. Rank hold IWN as of Q4 2025.

  • Oldfather Financial Services held 37,564 shares of iShares Russell 2000 Value ETF worth $6.81M as of Q4 2025.
  • Oldfather Financial Services sold 452 iShares Russell 2000 Value ETF shares in Q4 2025, an estimated $81.2K.
  • iShares Russell 2000 Value ETF made up 2.03% of Oldfather Financial Services's portfolio in Q4 2025, its #15 holding.
  • Oldfather Financial Services first reported a position in iShares Russell 2000 Value ETF in Q4 2019 and has held it in 25 quarters since.
  • 1,042 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q4 2025.

Based on Oldfather Financial Services's 13F filing for Q4 2025, filed 16 Jan 2026.