Simplicity Wealth’s iShares Russell 2000 Value ETF IWN Stock Holding History

Simplicity Wealth’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 Q4	–	Sell	-2,000	Closed	-$354K	–	735
2025 Q3	$354K	Hold	2,000	–	–	0.02%	523
2025 Q2	$316K	Hold	2,000	–	–	0.01%	528
2025 Q1	$302K	Buy	+2,000	New	+$323K	0.02%	428
2024 Q3	–	Sell	-1,889	Closed	-$288K	–	844
2024 Q2	$288K	Sell	1,889 -13	-0.7%	-$1.99K	0.01%	962
2024 Q1	$302K	Buy	+1,902	New	+$288K	0.01%	914

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 $1.69B AUM 19.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 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

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

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Simplicity Wealth's IWN Position: Q4 2025 in Review

Simplicity Wealth sold out of iShares Russell 2000 Value ETF (IWN) in Q4 2025, closing a stake of 2,000 shares — an estimated $354K sold.

Simplicity Wealth first reported a position in IWN in Q1 2024 and held it in 5 quarters. The position peaked at $354K in Q3 2025. 1,045 funds tracked by Wall St. Rank hold IWN as of Q4 2025.

Simplicity Wealth reported no remaining iShares Russell 2000 Value ETF position as of Q4 2025 after selling out during the quarter.
Simplicity Wealth sold 2,000 iShares Russell 2000 Value ETF shares in Q4 2025, an estimated $354K.
Simplicity Wealth first reported a position in iShares Russell 2000 Value ETF in Q1 2024 and held it in 5 quarters.
Simplicity Wealth's iShares Russell 2000 Value ETF position peaked at $354K in Q3 2025.
1,045 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q4 2025.

Based on Simplicity Wealth's 13F filing for Q4 2025, filed 30 Jan 2026.