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Pandora Wealth’s iShares Russell 2000 Value ETF IWN Stock Holding History

Pandora Wealth’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 		$19.4K Hold
107
– – 0.01% 171
2025
Q3 		$18.9K Hold
107
– – 0.01% 171
2025
Q2 		$16.9K Hold
107
– – 0.01% 173
2025
Q1 		$16.2K Buy
+107
New +$17.3K 0.01% 177

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
PNC Financial Services Group
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
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 29.2% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Pandora Wealth's IWN Position: Q4 2025 in Review

Pandora Wealth held its iShares Russell 2000 Value ETF (IWN) position steady in Q4 2025 at 107 shares worth $19.4K. The position accounts for 0.01% of the portfolio, ranked #171.

Pandora Wealth first reported a position in IWN in Q1 2025 and has held it in 4 quarters since. 1,045 funds tracked by Wall St. Rank hold IWN as of Q4 2025.

  • Pandora Wealth held 107 shares of iShares Russell 2000 Value ETF worth $19.4K as of Q4 2025.
  • Pandora Wealth left its iShares Russell 2000 Value ETF share count unchanged in Q4 2025.
  • iShares Russell 2000 Value ETF made up 0.01% of Pandora Wealth's portfolio in Q4 2025, its #171 holding.
  • Pandora Wealth first reported a position in iShares Russell 2000 Value ETF in Q1 2025 and has held it in 4 quarters since.
  • 1,045 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q4 2025.

Based on Pandora Wealth's 13F filing for Q4 2025, filed 4 Feb 2026.