MFG Investments, LLC’s iShares Russell 2000 Value ETF IWN Stock Holding History

MFG Investments, LLC’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 Q3	$231K	Buy	+1,103	New	+$244K	0.25%	73

Other funds holding IWN

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

Badgley Phelps Wealth Managers Seattle, Washington $5.8B AUM 25.34% 1-Year Est. Return

Choreo LLC Rockford, Illinois $9.7B AUM 18.43% 1-Year Est. Return

Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Courier Capital Buffalo, New York $2.02B AUM 16.74% 1-Year Est. Return

Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return

WoodTrust Financial Wisconsin Rapids, Wisconsin $825M AUM 20.13% 1-Year Est. Return

MFG Investments, LLC's IWN Position: Q3 2026 in Review

MFG Investments, LLC opened a new position in iShares Russell 2000 Value ETF (IWN) in Q3 2026: 1,103 shares worth $231K. The stake represents 0.25% of the portfolio and ranks #73 among its holdings.

448 funds tracked by Wall St. Rank hold IWN as of Q3 2026.

MFG Investments, LLC held 1,103 shares of iShares Russell 2000 Value ETF worth $231K as of Q3 2026.
iShares Russell 2000 Value ETF was a new MFG Investments, LLC position in Q3 2026.
iShares Russell 2000 Value ETF made up 0.25% of MFG Investments, LLC's portfolio in Q3 2026, its #73 holding.
448 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q3 2026.

Based on MFG Investments, LLC's 13F filing for Q3 2026, filed 30 Oct 2026.