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 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 $1.37T AUM 24.88% 1-Year Est. Return

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

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 $11.3B AUM 53% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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

RF&L Wealth Management's IWN Position: Q1 2026 in Review

RF&L Wealth Management held its iShares Russell 2000 Value ETF (IWN) position steady in Q1 2026 at 4,690 shares worth $889K. The position accounts for 0.67% of the portfolio, ranked #30.

RF&L Wealth Management first reported a position in IWN in Q4 2022 and has held it in 14 quarters since. The position peaked at $891K in Q4 2022. 1,028 funds tracked by Wall St. Rank hold IWN as of Q1 2026.

RF&L Wealth Management held 4,690 shares of iShares Russell 2000 Value ETF worth $889K as of Q1 2026.
RF&L Wealth Management left its iShares Russell 2000 Value ETF share count unchanged in Q1 2026.
iShares Russell 2000 Value ETF made up 0.67% of RF&L Wealth Management's portfolio in Q1 2026, its #30 holding.
RF&L Wealth Management first reported a position in iShares Russell 2000 Value ETF in Q4 2022 and has held it in 14 quarters since.
RF&L Wealth Management's iShares Russell 2000 Value ETF position peaked at $891K in Q4 2022.
1,028 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q1 2026.

Based on RF&L Wealth Management's 13F filing for Q1 2026, filed 14 Apr 2026.