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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

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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 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
WF
WoodTrust Financial Wisconsin Rapids, Wisconsin $842M AUM 28.01% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
WTC
WhitTier Trust Company Reno, Nevada $5.35B AUM 29.91% 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. 438 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.
  • 438 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.