Ridgewood Investments’s iShares Russell 2000 Value ETF IWN Stock Holding History

Ridgewood Investments’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 Q3	–	Sell	-37	Closed	-$5.84K	–	446
2025 Q2	$5.84K	Hold	37	–	–	﹤0.01%	585
2025 Q1	$5.59K	Hold	37	–	–	﹤0.01%	551
2024 Q4	$6.07K	Hold	37	–	–	﹤0.01%	557
2024 Q3	$6.17K	Hold	37	–	–	﹤0.01%	563
2024 Q2	$5.63K	Buy	+37	New	+$5.66K	﹤0.01%	581
2023 Q3	–	Sell	-37	Closed	-$5.21K	–	475
2023 Q2	$5.21K	Hold	37	–	–	﹤0.01%	592
2023 Q1	$5.07K	Buy	+37	New	+$5.36K	﹤0.01%	595

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

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

DADC

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

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ridgewood Investments's IWN Position: Q3 2025 in Review

Ridgewood Investments sold out of iShares Russell 2000 Value ETF (IWN) in Q3 2025, closing a stake of 37 shares — an estimated $5.84K sold.

Ridgewood Investments first reported a position in IWN in Q1 2023 and held it in 7 quarters. The position peaked at $6.17K in Q3 2024. 973 funds tracked by Wall St. Rank hold IWN as of Q3 2025.

Ridgewood Investments reported no remaining iShares Russell 2000 Value ETF position as of Q3 2025 after selling out during the quarter.
Ridgewood Investments sold 37 iShares Russell 2000 Value ETF shares in Q3 2025, an estimated $5.84K.
Ridgewood Investments first reported a position in iShares Russell 2000 Value ETF in Q1 2023 and held it in 7 quarters.
Ridgewood Investments's iShares Russell 2000 Value ETF position peaked at $6.17K in Q3 2024.
973 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q3 2025.

Based on Ridgewood Investments's 13F filing for Q3 2025, filed 30 Oct 2025.