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The Family Firm’s iShares Russell 2000 Value ETF IWN Stock Holding History

The Family Firm’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 		– Sell
-8,806
Closed -$1.33M – 137
2025
Q1 		$1.33M Buy
8,806
+1,032
+13% +$167K 0.3% 68
2024
Q4 		$1.28M Buy
7,774
+40
+0.5% +$6.83K 0.28% 65
2024
Q3 		$1.29M Sell
7,734
-281
-4% -$45.6K 0.28% 69
2024
Q2 		$1.22M Buy
8,015
+36
+0.5% +$5.51K 0.27% 67
2024
Q1 		$1.27M Sell
7,979
-245
-3% -$37.1K 0.31% 64
2023
Q4 		$1.28M Buy
8,224
+42
+0.5% +$5.82K 0.33% 62
2023
Q3 		$1.11M Sell
8,182
-750
-8% -$108K 0.31% 63
2023
Q2 		$1.26M Buy
8,932
+111
+1% +$15K 0.33% 60
2023
Q1 		$1.21M Sell
8,821
-438
-5% -$63.5K 0.33% 59
2022
Q4 		$1.28M Buy
9,259
+126
+1% +$17.8K 0.38% 59
2022
Q3 		$1.18M Hold
9,133
– – 0.38% 54
2022
Q2 		$1.24M Buy
9,133
+38
+0.4% +$5.66K 0.37% 57
2022
Q1 		$1.47M Buy
9,095
+29
+0.3% +$4.62K 0.38% 56
2021
Q4 		$1.5M Sell
9,066
-287
-3% -$47.8K 0.39% 52
2021
Q3 		$1.57M Sell
9,353
-1,041
-10% -$167K 0.41% 47
2021
Q2 		$1.72M Buy
10,394
+1,032
+11% +$170K 0.47% 45
2021
Q1 		$1.49M Buy
9,362
+106
+1% +$16K 0.43% 46
2020
Q4 		$1.31M Buy
9,256
+1,630
+21% +$192K 0.39% 54
2020
Q3 		$757K Buy
7,626
+44
+0.6% +$4.47K 0.27% 67
2020
Q2 		$739K Buy
7,582
+1,347
+22% +$123K 0.28% 66
2020
Q1 		$511K Buy
+6,235
New +$699K 0.22% 71

Other funds holding IWN

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

The Family Firm's IWN Position: Q2 2025 in Review

The Family Firm sold out of iShares Russell 2000 Value ETF (IWN) in Q2 2025, closing a stake of 8,806 shares — an estimated $1.33M sold.

The Family Firm first reported a position in IWN in Q1 2020 and held it in 21 quarters. The position peaked at $1.72M in Q2 2021. 964 funds tracked by Wall St. Rank hold IWN as of Q2 2025.

  • The Family Firm reported no remaining iShares Russell 2000 Value ETF position as of Q2 2025 after selling out during the quarter.
  • The Family Firm sold 8,806 iShares Russell 2000 Value ETF shares in Q2 2025, an estimated $1.33M.
  • The Family Firm first reported a position in iShares Russell 2000 Value ETF in Q1 2020 and held it in 21 quarters.
  • The Family Firm's iShares Russell 2000 Value ETF position peaked at $1.72M in Q2 2021.
  • 964 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2025.

Based on The Family Firm's 13F filing for Q2 2025, filed 8 Aug 2025.