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

Semmax 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
2025 Q2	$62.9K	Buy	391 +165	+73%	+$24.6K	0.02%	175
2025 Q1	$33.7K	Buy	226 +1	+0.4%	+$162	0.01%	185
2024 Q4	$37.7K	Buy	225 +1	+0.4%	+$171	0.01%	169
2024 Q3	$39.7K	Buy	224 +2	+0.9%	+$325	0.01%	156
2024 Q2	$35.1K	Buy	222 +1	+0.5%	+$153	0.01%	168
2024 Q1	$34.6K	Hold	221	–	–	0.01%	158
2023 Q4	$32.4K	Buy	221 +2	+0.9%	+$277	0.01%	163
2023 Q3	$28.7K	Buy	+219	New	+$31.4K	0.01%	146
2022 Q4	$32K	Buy	216 +2	+0.9%	+$282	0.01%	132
2022 Q3	$31K	Buy	214 +1	+0.5%	+$145	0.01%	127
2022 Q2	$33K	Buy	213 +1	+0.5%	+$149	0.01%	128
2022 Q1	$34K	Buy	212 +1	+0.5%	+$159	0.01%	146
2021 Q4	$35K	Buy	211 +1	+0.5%	+$167	0.01%	150
2021 Q3	$34K	Buy	210 +1	+0.5%	+$161	0.01%	143
2021 Q2	$35K	Hold	209	–	–	0.01%	140
2021 Q1	$33K	Buy	209 +1	+0.5%	+$151	0.01%	143
2020 Q4	$27K	Buy	208 +1	+0.5%	+$118	0.01%	140
2020 Q3	$21K	Buy	207 +1	+0.5%	+$102	0.01%	135
2020 Q2	$20K	Buy	+206	New	+$18.7K	0.01%	140

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

Semmax Financial Advisors's IWN Position: Q2 2025 in Review

Semmax Financial Advisors increased its iShares Russell 2000 Value ETF (IWN) stake by 73% in Q2 2025, buying an estimated $24.6K and bringing the position to 391 shares worth $62.9K. The position accounts for 0.02% of the portfolio, ranked #175.

Semmax Financial Advisors first reported a position in IWN in Q2 2020 and has held it in 19 quarters since. 963 funds tracked by Wall St. Rank hold IWN as of Q2 2025.

Semmax Financial Advisors held 391 shares of iShares Russell 2000 Value ETF worth $62.9K as of Q2 2025.
Semmax Financial Advisors bought 165 iShares Russell 2000 Value ETF shares in Q2 2025, an estimated $24.6K.
iShares Russell 2000 Value ETF made up 0.02% of Semmax Financial Advisors's portfolio in Q2 2025, its #175 holding.
Semmax Financial Advisors first reported a position in iShares Russell 2000 Value ETF in Q2 2020 and has held it in 19 quarters since.
963 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2025.

Based on Semmax Financial Advisors's 13F filing for Q2 2025, filed 15 Aug 2025.