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

Redmont Wealth 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	$78K	Hold	430	–	–	0.12%	77
2025 Q3	$76.1K	Hold	430	–	–	0.11%	86
2025 Q2	$67.9K	Sell	430 -73	-15%	-$10.9K	0.1%	82
2025 Q1	$76K	Sell	503 -1,315	-72%	-$212K	0.15%	69
2024 Q4	$298K	Sell	1,818 -1,870	-51%	-$319K	0.52%	53
2024 Q3	$615K	Sell	3,688 -1,313	-26%	-$213K	0.95%	25
2024 Q2	$762K	Sell	5,001 -7,551	-60%	-$1.15M	1.2%	16
2024 Q1	$1.99M	Sell	12,552 -9,223	-42%	-$1.4M	2.76%	7
2023 Q4	$3.38M	Sell	21,775 -728	-3%	-$101K	4.93%	3
2023 Q3	$3.05M	Sell	22,503 -2,261	-9%	-$324K	5.36%	5
2023 Q2	$3.57M	Buy	24,764 +3,165	+15%	+$428K	6.14%	2
2023 Q1	$2.96M	Sell	21,599 -4,544	-17%	-$659K	5.97%	5
2022 Q4	$3.63M	Sell	26,143 -2,944	-10%	-$416K	4.25%	4
2022 Q3	$3.75M	Buy	29,087 +6,593	+29%	+$953K	4.88%	4
2022 Q2	$3.06M	Buy	22,494 +1,865	+9%	+$278K	3.71%	6
2022 Q1	$3.33M	Buy	20,629 +8,175	+66%	+$1.3M	3.54%	6
2021 Q4	$2.07M	Buy	+12,454	New	+$2.08M	2.21%	8

Other funds holding IWN

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 $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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Redmont Wealth Advisors's IWN Position: Q4 2025 in Review

Redmont Wealth Advisors held its iShares Russell 2000 Value ETF (IWN) position steady in Q4 2025 at 430 shares worth $78K. The position accounts for 0.12% of the portfolio, ranked #77.

Redmont Wealth Advisors first reported a position in IWN in Q4 2021 and has held it in 17 quarters since. The position peaked at $3.75M in Q3 2022. 1,044 funds tracked by Wall St. Rank hold IWN as of Q4 2025.

Redmont Wealth Advisors held 430 shares of iShares Russell 2000 Value ETF worth $78K as of Q4 2025.
Redmont Wealth Advisors left its iShares Russell 2000 Value ETF share count unchanged in Q4 2025.
iShares Russell 2000 Value ETF made up 0.12% of Redmont Wealth Advisors's portfolio in Q4 2025, its #77 holding.
Redmont Wealth Advisors first reported a position in iShares Russell 2000 Value ETF in Q4 2021 and has held it in 17 quarters since.
Redmont Wealth Advisors's iShares Russell 2000 Value ETF position peaked at $3.75M in Q3 2022.
1,044 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q4 2025.

Based on Redmont Wealth Advisors's 13F filing for Q4 2025, filed 6 Feb 2026.