Painted Porch Advisors’s iShares Russell 2000 Value ETF IWN Stock Holding History

Painted Porch Advisors’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	-725	Closed	-$128K	–	250
2025 Q3	$128K	Hold	725	–	–	0.05%	92
2025 Q2	$114K	Hold	725	–	–	0.05%	95
2025 Q1	$109K	Hold	725	–	–	0.05%	103
2024 Q4	$119K	Hold	725	–	–	0.06%	97
2024 Q3	$121K	Hold	725	–	–	0.06%	88
2024 Q2	$110K	Buy	+725	New	+$111K	0.06%	81

Other funds holding IWN

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

VNIM

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Painted Porch Advisors's IWN Position: Q4 2025 in Review

Painted Porch Advisors sold out of iShares Russell 2000 Value ETF (IWN) in Q4 2025, closing a stake of 725 shares — an estimated $128K sold.

Painted Porch Advisors first reported a position in IWN in Q2 2024 and held it in 6 quarters. The position peaked at $128K in Q3 2025. 1,045 funds tracked by Wall St. Rank hold IWN as of Q4 2025.

Painted Porch Advisors reported no remaining iShares Russell 2000 Value ETF position as of Q4 2025 after selling out during the quarter.
Painted Porch Advisors sold 725 iShares Russell 2000 Value ETF shares in Q4 2025, an estimated $128K.
Painted Porch Advisors first reported a position in iShares Russell 2000 Value ETF in Q2 2024 and held it in 6 quarters.
Painted Porch Advisors's iShares Russell 2000 Value ETF position peaked at $128K in Q3 2025.
1,045 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q4 2025.

Based on Painted Porch Advisors's 13F filing for Q4 2025, filed 19 Mar 2026.