Roehl & Yi Investment Advisors’s iShares Russell 2000 Value ETF IWN Stock Holding History

Roehl & Yi Investment Advisors’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	–	Sell	-1,165	Closed	-$211K	–	186
2025 Q4	$211K	Buy	+1,165	New	+$209K	0.08%	152

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

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

TWIM

TIAA Wealth Investment Management New York $15B 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 $29.1B AUM

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

Roehl & Yi Investment Advisors's IWN Position: Q1 2026 in Review

Roehl & Yi Investment Advisors sold out of iShares Russell 2000 Value ETF (IWN) in Q1 2026, closing a stake of 1,165 shares — an estimated $211K sold.

Roehl & Yi Investment Advisors first reported a position in IWN in Q4 2025 and held it in 1 quarter. The position peaked at $211K in Q4 2025. 1,035 funds tracked by Wall St. Rank hold IWN as of Q1 2026.

Roehl & Yi Investment Advisors reported no remaining iShares Russell 2000 Value ETF position as of Q1 2026 after selling out during the quarter.
Roehl & Yi Investment Advisors sold 1,165 iShares Russell 2000 Value ETF shares in Q1 2026, an estimated $211K.
Roehl & Yi Investment Advisors first reported a position in iShares Russell 2000 Value ETF in Q4 2025 and held it in 1 quarter.
Roehl & Yi Investment Advisors's iShares Russell 2000 Value ETF position peaked at $211K in Q4 2025.
1,035 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q1 2026.

Based on Roehl & Yi Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.