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

Sowell Financial Services’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
Q1 		– Sell
-1,122
Closed -$203K – 1154
2025
Q4 		$203K Buy
+1,122
New +$202K 0.01% 1031
2025
Q1 		– Sell
-20,543
Closed -$3.37M – 1026
2024
Q4 		$3.37M Buy
20,543
+1,595
+8% +$272K 0.18% 134
2024
Q3 		$3.16M Buy
+18,948
New +$3.08M 0.15% 155
2024
Q1 		– Sell
-10,809
Closed -$1.68M – 563
2023
Q4 		$1.68M Buy
+10,809
New +$1.5M 0.09% 242
2022
Q1 		– Sell
-11,859
Closed -$1.97M – 346
2021
Q4 		$1.97M Sell
11,859
-1,310
-10% -$218K 0.11% 194
2021
Q3 		$2.11M Sell
13,169
-202
-2% -$32.5K 0.14% 167
2021
Q2 		$2.22M Sell
13,371
-406
-3% -$67K 0.15% 172
2021
Q1 		$2.27M Buy
13,777
+12,793
+1,300% +$1.93M 0.08% 221
2020
Q4 		$130K Buy
984
+617
+168% +$72.8K 0.01% 1052
2020
Q3 		$36K Hold
367
– – ﹤0.01% 1322
2020
Q2 		$36K Sell
367
-240
-40% -$21.8K ﹤0.01% 1277
2020
Q1 		$50K Buy
607
+24
+4% +$2.69K ﹤0.01% 1061
2019
Q4 		$75K Sell
583
-309
-35% -$38.2K 0.01% 993
2019
Q3 		$107K Buy
+892
New +$105K 0.01% 810
2017
Q3 		– Sell
-2,969
Closed -$350K – 273
2017
Q2 		$350K Buy
2,969
+406
+16% +$47.7K 0.1% 173
2017
Q1 		$298K Buy
2,563
+2,325
+977% +$276K 0.09% 190
2016
Q4 		$29K Buy
+238
New +$26.3K 0.01% 390

Other funds holding IWN

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
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
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

Sowell Financial Services's IWN Position: Q1 2026 in Review

Sowell Financial Services sold out of iShares Russell 2000 Value ETF (IWN) in Q1 2026, closing a stake of 1,122 shares — an estimated $203K sold.

Sowell Financial Services first reported a position in IWN in Q4 2016 and held it in 17 quarters. The position peaked at $3.37M in Q4 2024. 1,034 funds tracked by Wall St. Rank hold IWN as of Q1 2026.

  • Sowell Financial Services reported no remaining iShares Russell 2000 Value ETF position as of Q1 2026 after selling out during the quarter.
  • Sowell Financial Services sold 1,122 iShares Russell 2000 Value ETF shares in Q1 2026, an estimated $203K.
  • Sowell Financial Services first reported a position in iShares Russell 2000 Value ETF in Q4 2016 and held it in 17 quarters.
  • Sowell Financial Services's iShares Russell 2000 Value ETF position peaked at $3.37M in Q4 2024.
  • 1,034 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q1 2026.

Based on Sowell Financial Services's 13F filing for Q1 2026, filed 20 Apr 2026.