Tyler-Stone Wealth Management’s iShares Russell 2000 Value ETF IWN Stock Holding History

Tyler-Stone Wealth Management’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	-2,362	Closed	-$357K	–	334
2025 Q1	$357K	Buy	2,362 +537	+29%	+$86.7K	0.06%	223
2024 Q4	$300K	Buy	1,825 +8	+0.4%	+$1.36K	0.05%	249
2024 Q3	$303K	Buy	1,817 +917	+102%	+$149K	0.06%	245
2024 Q2	$137K	Hold	900	–	–	0.06%	243
2024 Q1	$143K	Sell	900 -400	-31%	-$60.6K	0.06%	229
2023 Q4	$202K	Buy	1,300 +700	+117%	+$97K	0.1%	176
2023 Q3	$81K	Hold	600	–	–	0.05%	274
2023 Q2	$84K	Buy	+600	New	+$81.1K	0.05%	266
2022 Q4	$89K	Hold	640	–	–	0.06%	250
2022 Q3	$83K	Sell	640 -584	-48%	-$84.4K	0.06%	239
2022 Q2	$167K	Hold	1,224	–	–	0.11%	166
2022 Q1	$198K	Hold	1,224	–	–	0.11%	172
2021 Q4	$203K	Buy	+1,224	New	+$204K	0.11%	179

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

Tyler-Stone Wealth Management's IWN Position: Q2 2025 in Review

Tyler-Stone Wealth Management sold out of iShares Russell 2000 Value ETF (IWN) in Q2 2025, closing a stake of 2,362 shares — an estimated $357K sold.

Tyler-Stone Wealth Management first reported a position in IWN in Q4 2021 and held it in 13 quarters. The position peaked at $357K in Q1 2025. 963 funds tracked by Wall St. Rank hold IWN as of Q2 2025.

Tyler-Stone Wealth Management reported no remaining iShares Russell 2000 Value ETF position as of Q2 2025 after selling out during the quarter.
Tyler-Stone Wealth Management sold 2,362 iShares Russell 2000 Value ETF shares in Q2 2025, an estimated $357K.
Tyler-Stone Wealth Management first reported a position in iShares Russell 2000 Value ETF in Q4 2021 and held it in 13 quarters.
Tyler-Stone Wealth Management's iShares Russell 2000 Value ETF position peaked at $357K in Q1 2025.
963 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2025.

Based on Tyler-Stone Wealth Management's 13F filing for Q2 2025, filed 18 Aug 2025.