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Retirement Income Solutions’s iShares Russell 2000 Value ETF IWN Stock Holding History

Retirement Income Solutions’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
2026
Q1 		$333K Hold
1,758
– – 0.06% 121
2025
Q4 		$319K Hold
1,758
– – 0.05% 123
2025
Q3 		$311K Buy
1,758
+49
+3% +$8.27K 0.05% 126
2025
Q2 		$270K Sell
1,709
-63
-4% -$9.38K 0.05% 128
2025
Q1 		$268K Sell
1,772
-18
-1% -$2.91K 0.06% 119
2024
Q4 		$294K Buy
1,790
+81
+5% +$13.8K 0.06% 117
2024
Q3 		$285K Hold
1,709
– – 0.07% 111
2024
Q2 		$260K Sell
1,709
-200
-10% -$30.6K 0.06% 115
2024
Q1 		$303K Buy
+1,909
New +$289K 0.07% 109

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $13.1B AUM
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM
VNIM
Vaughan Nelson Investment Management Houston, Texas $9.96B AUM 41% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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