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Roxbury Financial’s iShares Russell 2000 Value ETF IWN Stock Holding History

Roxbury Financial’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
Q2 		$60.7K Hold
275
– – 0.05% 185
2026
Q1 		$52.1K Hold
275
– – 0.05% 184
2025
Q4 		$49.8K Hold
275
– – 0.04% 180
2025
Q3 		$48.6K Hold
275
– – 0.04% 179
2025
Q2 		$43.3K Hold
275
– – 0.04% 186
2025
Q1 		$44.2K Buy
275
+157
+133% +$25.4K 0.04% 178
2024
Q4 		$21.4K Buy
+118
New +$20.1K 0.02% 239

Other funds holding IWN

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
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
HWA
Hillcrest Wealth Advisors Hazlet, New Jersey $279M AUM 21.72% 1-Year Est. Return
SCG
Sonata Capital Group Seattle, Washington $310M AUM 18.96% 1-Year Est. Return

Roxbury Financial's IWN Position: Q2 2026 in Review

Roxbury Financial held its iShares Russell 2000 Value ETF (IWN) position steady in Q2 2026 at 275 shares worth $60.7K. The position accounts for 0.05% of the portfolio, ranked #185.

Roxbury Financial first reported a position in IWN in Q4 2024 and has held it in 7 quarters since. 330 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

  • Roxbury Financial held 275 shares of iShares Russell 2000 Value ETF worth $60.7K as of Q2 2026.
  • Roxbury Financial left its iShares Russell 2000 Value ETF share count unchanged in Q2 2026.
  • iShares Russell 2000 Value ETF made up 0.05% of Roxbury Financial's portfolio in Q2 2026, its #185 holding.
  • Roxbury Financial first reported a position in iShares Russell 2000 Value ETF in Q4 2024 and has held it in 7 quarters since.
  • 330 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

Based on Roxbury Financial's 13F filing for Q2 2026, filed 1 Jul 2026.