RA
IWN icon

Ransom Advisory’s iShares Russell 2000 Value ETF IWN Stock Holding History

Ransom Advisory’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 		$26.5K Buy
+146
New +$26.2K 0.01% 275
2025
Q1 		– Sell
-100
Closed -$16.4K – 371
2024
Q4 		$16.4K Hold
100
– – 0.01% 318
2024
Q3 		$16.7K Hold
100
– – 0.01% 319
2024
Q2 		$15.2K Hold
100
– – 0.01% 321
2024
Q1 		$15.9K Buy
+100
New +$15.1K 0.01% 262

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

Ransom Advisory's IWN Position: Q4 2025 in Review

Ransom Advisory opened a new position in iShares Russell 2000 Value ETF (IWN) in Q4 2025: 146 shares worth $26.5K. The stake represents 0.01% of the portfolio and ranks #275 among its holdings. This is a return to the name: Ransom Advisory previously reported a position in IWN as recently as Q4 2024.

Ransom Advisory first reported a position in IWN in Q1 2024 and has held it in 5 quarters since. 1,045 funds tracked by Wall St. Rank hold IWN as of Q4 2025.

  • Ransom Advisory held 146 shares of iShares Russell 2000 Value ETF worth $26.5K as of Q4 2025.
  • iShares Russell 2000 Value ETF was a new Ransom Advisory position in Q4 2025.
  • iShares Russell 2000 Value ETF made up 0.01% of Ransom Advisory's portfolio in Q4 2025, its #275 holding.
  • Ransom Advisory first reported a position in iShares Russell 2000 Value ETF in Q1 2024 and has held it in 5 quarters since.
  • 1,045 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q4 2025.

Based on Ransom Advisory's 13F filing for Q4 2025, filed 6 Jan 2026.