RI
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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
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
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return