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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
2022
Q1 		– Sell
-5,000
Closed -$830K – 123
2021
Q4 		$830K Buy
+5,000
New +$833K 0.89% 26

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 $18.1B AUM 24.63% 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

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.