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Register Financial Advisors’s iShares Russell 2000 Value ETF IWN Stock Holding History

Register Financial 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
Q1 		– Sell
-70
Closed -$11.5K – 310
2024
Q4 		$11.5K Hold
70
– – 0.01% 265
2024
Q3 		$11.7K Hold
70
– – 0.01% 262
2024
Q2 		$10.7K Hold
70
– – 0.01% 527
2024
Q1 		$11.1K Hold
70
– – 0.01% 534
2023
Q4 		$10.9K Hold
70
– – 0.01% 253
2023
Q3 		$9.49K Hold
70
– – 0.01% 415
2023
Q2 		$9.86K Buy
+70
New +$9.46K 0.01% 408

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
APF
Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Register Financial Advisors's IWN Position: Q1 2025 in Review

Register Financial Advisors sold out of iShares Russell 2000 Value ETF (IWN) in Q1 2025, closing a stake of 70 shares — an estimated $11.5K sold.

Register Financial Advisors first reported a position in IWN in Q2 2023 and held it in 7 quarters. The position peaked at $11.7K in Q3 2024. 984 funds tracked by Wall St. Rank hold IWN as of Q1 2025.

  • Register Financial Advisors reported no remaining iShares Russell 2000 Value ETF position as of Q1 2025 after selling out during the quarter.
  • Register Financial Advisors sold 70 iShares Russell 2000 Value ETF shares in Q1 2025, an estimated $11.5K.
  • Register Financial Advisors first reported a position in iShares Russell 2000 Value ETF in Q2 2023 and held it in 7 quarters.
  • Register Financial Advisors's iShares Russell 2000 Value ETF position peaked at $11.7K in Q3 2024.
  • 984 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q1 2025.

Based on Register Financial Advisors's 13F filing for Q1 2025, filed 22 Apr 2025.