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

RTD Financial 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 Q2	$10.9M	Sell	49,468 -3,779	-7%	-$791K	1.19%	28
2026 Q1	$10.1M	Sell	53,247 -2,169	-4%	-$420K	1.24%	27
2025 Q4	$10M	Sell	55,416 -576	-1%	-$103K	1.23%	28
2025 Q3	$9.9M	Sell	55,992 -1,869	-3%	-$316K	1.19%	31
2025 Q2	$9.13M	Sell	57,861 -972	-2%	-$145K	1.17%	31
2025 Q1	$8.88M	Sell	58,833 -912	-2%	-$147K	1.19%	25
2024 Q4	$9.81M	Sell	59,745 -344	-0.6%	-$58.7K	1.26%	24
2024 Q3	$10M	Sell	60,089 -270	-0.4%	-$43.9K	1.27%	24
2024 Q2	$9.19M	Sell	60,359 -836	-1%	-$128K	1.24%	23
2024 Q1	$9.72M	Sell	61,195 -1,089	-2%	-$165K	1.31%	22
2023 Q4	$9.67M	Buy	62,284 +3,040	+5%	+$421K	1.36%	23
2023 Q3	$8.03M	Buy	59,244 +407	+0.7%	+$58.4K	1.23%	25
2023 Q2	$8.28M	Sell	58,837 -255	-0.4%	-$34.5K	1.2%	24
2023 Q1	$8.1M	Buy	59,092 +823	+1%	+$119K	1.25%	24
2022 Q4	$8.08M	Sell	58,269 -165	-0.3%	-$23.3K	1.32%	22
2022 Q3	$7.53M	Buy	58,434 +3,020	+5%	+$437K	1.39%	19
2022 Q2	$7.54M	Buy	55,414 +3,015	+6%	+$449K	1.16%	24
2022 Q1	$8.46M	Buy	52,399 +728	+1%	+$116K	1.14%	23
2021 Q4	$8.58M	Buy	+51,671	New	+$8.61M	1.12%	23

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 22.96% 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

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

VNIM

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

RTD Financial Advisors's IWN Position: Q2 2026 in Review

RTD Financial Advisors reduced its iShares Russell 2000 Value ETF (IWN) stake by 7.1% in Q2 2026, selling an estimated $791K and leaving 49,468 shares worth $10.9M. The position accounts for 1.19% of the portfolio, ranked #28.

RTD Financial Advisors first reported a position in IWN in Q4 2021 and has held it in 19 quarters since. 1,080 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

RTD Financial Advisors held 49,468 shares of iShares Russell 2000 Value ETF worth $10.9M as of Q2 2026.
RTD Financial Advisors sold 3,779 iShares Russell 2000 Value ETF shares in Q2 2026, an estimated $791K.
iShares Russell 2000 Value ETF made up 1.19% of RTD Financial Advisors's portfolio in Q2 2026, its #28 holding.
RTD Financial Advisors first reported a position in iShares Russell 2000 Value ETF in Q4 2021 and has held it in 19 quarters since.
1,080 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

Based on RTD Financial Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.