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 Q3	$972K	Sell	4,640 -50	-1%	-$11.1K	0.65%	30
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

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

Badgley Phelps Wealth Managers Seattle, Washington $5.8B AUM 25.34% 1-Year Est. Return

Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Courier Capital Buffalo, New York $2.02B AUM 16.74% 1-Year Est. Return

WoodTrust Financial Wisconsin Rapids, Wisconsin $825M AUM 20.13% 1-Year Est. Return

Powell Investment Advisors Miami, Florida $313M AUM 15.34% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return

Hillcrest Wealth Advisors Hazlet, New Jersey $282M AUM 11.39% 1-Year Est. Return

LFWA

LBJ Family Wealth Advisors Austin, Texas $196M AUM 12.84% 1-Year Est. Return

RF&L Wealth Management's IWN Position: Q3 2026 in Review

RF&L Wealth Management reduced its iShares Russell 2000 Value ETF (IWN) stake by 1.1% in Q3 2026, selling an estimated $11.1K and leaving 4,640 shares worth $972K. The position accounts for 0.65% of the portfolio, ranked #30.

RF&L Wealth Management first reported a position in IWN in Q4 2022 and has held it in 16 quarters since. The position peaked at $1.04M in Q2 2026. 280 funds tracked by Wall St. Rank hold IWN as of Q3 2026.

RF&L Wealth Management held 4,640 shares of iShares Russell 2000 Value ETF worth $972K as of Q3 2026.
RF&L Wealth Management sold 50 iShares Russell 2000 Value ETF shares in Q3 2026, an estimated $11.1K.
iShares Russell 2000 Value ETF made up 0.65% of RF&L Wealth Management's portfolio in Q3 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 16 quarters since.
RF&L Wealth Management's iShares Russell 2000 Value ETF position peaked at $1.04M in Q2 2026.
280 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q3 2026.

Based on RF&L Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.