RF&L Wealth Management’s iShares Russell 2000 Value ETF IWN Stock Holding History

RF&L Wealth Management’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 Q2	$1.04M	Hold	4,690	–	–	0.7%	29
2026 Q1	$889K	Hold	4,690	–	–	0.67%	30
2025 Q4	$850K	Hold	4,690	–	–	0.48%	41
2025 Q3	$829K	Buy	4,690 +20	+0.4%	+$3.38K	0.49%	39
2025 Q2	$737K	Sell	4,670 -200	-4%	-$29.8K	0.47%	40
2025 Q1	$735K	Hold	4,870	–	–	0.53%	36
2024 Q4	$800K	Hold	4,870	–	–	0.57%	34
2024 Q3	$812K	Hold	4,870	–	–	0.57%	34
2024 Q2	$742K	Hold	4,870	–	–	0.56%	35
2024 Q1	$773K	Buy	4,870 +5	+0.1%	+$757	0.6%	33
2023 Q4	$756K	Sell	4,865 -260	-5%	-$36K	0.63%	32
2023 Q3	$695K	Hold	5,125	–	–	0.65%	33
2023 Q2	$722K	Sell	5,125 -700	-12%	-$94.6K	0.66%	31
2023 Q1	$798K	Sell	5,825 -600	-9%	-$87K	0.77%	31
2022 Q4	$891K	Buy	+6,425	New	+$907K	0.92%	27

Other funds holding IWN

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $15B AUM

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

RF&L Wealth Management's IWN Position: Q2 2026 in Review

RF&L Wealth Management held its iShares Russell 2000 Value ETF (IWN) position steady in Q2 2026 at 4,690 shares worth $1.04M. The position accounts for 0.7% of the portfolio, ranked #29.

RF&L Wealth Management first reported a position in IWN in Q4 2022 and has held it in 15 quarters since. 1,078 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

RF&L Wealth Management held 4,690 shares of iShares Russell 2000 Value ETF worth $1.04M as of Q2 2026.
RF&L Wealth Management left its iShares Russell 2000 Value ETF share count unchanged in Q2 2026.
iShares Russell 2000 Value ETF made up 0.7% of RF&L Wealth Management's portfolio in Q2 2026, its #29 holding.
RF&L Wealth Management first reported a position in iShares Russell 2000 Value ETF in Q4 2022 and has held it in 15 quarters since.
1,078 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

Based on RF&L Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.