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

Vawter Financial’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 		$2.01M Sell
9,616
-315
-3% -$69.7K 0.75% 32
2026
Q2 		$2.2M Sell
9,931
-88
-0.9% -$18.4K 0.83% 29
2026
Q1 		$1.9M Sell
10,019
-1,014
-9% -$196K 0.8% 28
2025
Q4 		$2M Sell
11,033
-300
-3% -$53.9K 0.84% 28
2025
Q3 		$2M Buy
+11,333
New +$1.91M 0.91% 28
2025
Q2 		– Sell
-11,333
Closed -$1.71M – 59
2025
Q1 		$1.71M Sell
11,333
-346
-3% -$55.9K 0.96% 28
2024
Q4 		$1.92M Sell
11,679
-335
-3% -$57.2K 1.15% 24
2024
Q3 		$2M Hold
12,014
– – 1.22% 22
2024
Q2 		$1.83M Sell
12,014
-120
-1% -$18.4K 1.26% 21
2024
Q1 		$1.93M Hold
12,134
– – 1.4% 19
2023
Q4 		$1.88M Sell
12,134
-257
-2% -$35.6K 1.47% 19
2023
Q3 		$1.68M Sell
12,391
-75
-0.6% -$10.8K 1.51% 19
2023
Q2 		$1.76M Buy
12,466
+36
+0.3% +$4.87K 1.52% 18
2023
Q1 		$1.7M Sell
12,430
-779
-6% -$113K 1.73% 16
2022
Q4 		$1.83M Buy
+13,209
New +$1.86M 2.13% 15

Other funds holding IWN

TIAA Wealth Investment Management
TIAA Wealth Investment Management New York $16.6B AUM
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 21.87% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return
TIAA-CREF Individual & Institutional Services
TIAA-CREF Individual & Institutional Services New York $29.5B AUM
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Cassaday & Co Wealth Management
Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

Vawter Financial's IWN Position: Q3 2026 in Review

Vawter Financial reduced its iShares Russell 2000 Value ETF (IWN) stake by 3.2% in Q3 2026, selling an estimated $69.7K and leaving 9,616 shares worth $2.01M. The position accounts for 0.75% of the portfolio, ranked #32.

Vawter Financial first reported a position in IWN in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.2M in Q2 2026. 860 funds tracked by Wall St. Rank hold IWN as of Q3 2026.

  • Vawter Financial held 9,616 shares of iShares Russell 2000 Value ETF worth $2.01M as of Q3 2026.
  • Vawter Financial sold 315 iShares Russell 2000 Value ETF shares in Q3 2026, an estimated $69.7K.
  • iShares Russell 2000 Value ETF made up 0.75% of Vawter Financial's portfolio in Q3 2026, its #32 holding.
  • Vawter Financial first reported a position in iShares Russell 2000 Value ETF in Q4 2022 and has held it in 15 quarters since.
  • Vawter Financial's iShares Russell 2000 Value ETF position peaked at $2.2M in Q2 2026.
  • 860 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q3 2026.

Based on Vawter Financial's 13F filing for Q3 2026, filed 10 Nov 2026.