Risk Paradigm Group’s iShares Russell 2000 Value ETF IWN Stock Holding History

Risk Paradigm Group’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	$4.34M	Buy	22,886 +722	+3%	+$140K	3.7%	4
2025 Q4	$4.02M	Buy	+22,164	New	+$3.98M	3.87%	4
2018 Q4	$2.07M	Sell	19,230 -5,167	-21%	-$622K	5.03%	5
2018 Q3	$3.24M	Buy	24,397 +7,174	+42%	+$966K	6.43%	3
2018 Q2	$2.27M	Buy	17,223 +9,712	+129%	+$1.25M	4.37%	8
2018 Q1	$915K	Buy	7,511 +7,366	+5,080%	+$922K	1.16%	20
2017 Q4	$18.2K	Buy	+145	New	+$18.1K	0.02%	221
2017 Q3	–	Sell	-12,099	Closed	-$1.44M	–	242
2017 Q2	$1.44M	Sell	12,099 -710	-6%	-$83.5K	1.69%	14
2017 Q1	$1.51M	Buy	12,809 +6,086	+91%	+$722K	1.72%	14
2016 Q4	$800K	Buy	+6,723	New	+$743K	0.88%	37

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 $18.1B AUM 24.63% 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

Risk Paradigm Group's IWN Position: Q1 2026 in Review

Risk Paradigm Group increased its iShares Russell 2000 Value ETF (IWN) stake by 3.3% in Q1 2026, buying an estimated $140K and bringing the position to 22,886 shares worth $4.34M. The position accounts for 3.7% of the portfolio, ranked #4.

Risk Paradigm Group first reported a position in IWN in Q4 2016 and has held it in 10 quarters since. 1,030 funds tracked by Wall St. Rank hold IWN as of Q1 2026.

Risk Paradigm Group held 22,886 shares of iShares Russell 2000 Value ETF worth $4.34M as of Q1 2026.
Risk Paradigm Group bought 722 iShares Russell 2000 Value ETF shares in Q1 2026, an estimated $140K.
iShares Russell 2000 Value ETF made up 3.7% of Risk Paradigm Group's portfolio in Q1 2026, its #4 holding.
Risk Paradigm Group first reported a position in iShares Russell 2000 Value ETF in Q4 2016 and has held it in 10 quarters since.
1,030 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q1 2026.

Based on Risk Paradigm Group's 13F filing for Q1 2026, filed 14 May 2026.