Roger Wittlin Investment Advisory’s iShares Russell 2000 Value ETF IWN Stock Holding History

Roger Wittlin Investment Advisory’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 Q2	–	Sell	-3,504	Closed	-$529K	–	45
2025 Q1	$529K	Sell	3,504 -1,094	-24%	-$177K	0.31%	30
2024 Q4	$755K	Buy	4,598 +2,239	+95%	+$382K	0.42%	27
2024 Q3	$393K	Buy	+2,359	New	+$383K	0.23%	34

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

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

VNIM

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Roger Wittlin Investment Advisory's IWN Position: Q2 2025 in Review

Roger Wittlin Investment Advisory sold out of iShares Russell 2000 Value ETF (IWN) in Q2 2025, closing a stake of 3,504 shares — an estimated $529K sold.

Roger Wittlin Investment Advisory first reported a position in IWN in Q3 2024 and held it in 3 quarters. The position peaked at $755K in Q4 2024. 963 funds tracked by Wall St. Rank hold IWN as of Q2 2025.

Roger Wittlin Investment Advisory reported no remaining iShares Russell 2000 Value ETF position as of Q2 2025 after selling out during the quarter.
Roger Wittlin Investment Advisory sold 3,504 iShares Russell 2000 Value ETF shares in Q2 2025, an estimated $529K.
Roger Wittlin Investment Advisory first reported a position in iShares Russell 2000 Value ETF in Q3 2024 and held it in 3 quarters.
Roger Wittlin Investment Advisory's iShares Russell 2000 Value ETF position peaked at $755K in Q4 2024.
963 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2025.

Based on Roger Wittlin Investment Advisory's 13F filing for Q2 2025, filed 15 Jul 2025.