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RAFFA WEALTH MANAGEMENT, LLC’s iShares Russell 2000 Value ETF IWN Stock Holding History

RAFFA WEALTH MANAGEMENT, 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
Q2 		$352K Hold
1,589
– – 0.04% 72
2026
Q1 		$301K Buy
1,589
+4
+0.3% +$774 0.05% 76
2025
Q4 		$287K Buy
1,585
+9
+0.6% +$1.62K 0.04% 78
2025
Q3 		$279K Buy
1,576
+7
+0.4% +$1.18K 0.05% 79
2025
Q2 		$247K Buy
1,569
+7
+0.4% +$1.04K 0.05% 84
2025
Q1 		$236K Buy
1,562
+5
+0.3% +$808 0.05% 73
2024
Q4 		$256K Buy
1,557
+8
+0.5% +$1.36K 0.06% 69
2024
Q3 		$258K Buy
1,549
+8
+0.5% +$1.3K 0.06% 69
2024
Q2 		$235K Buy
1,541
+7
+0.5% +$1.07K 0.07% 78
2024
Q1 		$244K Buy
1,534
+6
+0.4% +$909 0.07% 74
2023
Q4 		$237K Buy
1,528
+19
+1% +$2.63K 0.07% 69
2023
Q3 		$205K Hold
1,509
– – 0.07% 65
2023
Q2 		$212K Buy
1,509
+7
+0.5% +$946 0.07% 63
2023
Q1 		$206K Buy
1,502
+8
+0.5% +$1.16K 0.07% 66
2022
Q4 		$207K Buy
1,494
+20
+1% +$2.82K 0.08% 57
2022
Q3 		$190K Hold
1,474
– – 0.08% 57
2022
Q2 		$201K Buy
1,474
+6
+0.4% +$893 0.09% 57
2022
Q1 		$237K Buy
1,468
+5
+0.3% +$797 0.09% 54
2021
Q4 		$243K Buy
1,463
+15
+1% +$2.5K 0.08% 55
2021
Q3 		$232K Hold
1,448
– – 0.08% 48
2021
Q2 		$240K Buy
1,448
+7
+0.5% +$1.16K 0.08% 46
2021
Q1 		$230K Hold
1,441
– – 0.08% 60
2020
Q4 		$190K Buy
1,441
+7
+0.5% +$826 0.07% 66
2020
Q3 		$142K Buy
1,434
+9
+0.6% +$914 0.05% 72
2020
Q2 		$139K Buy
1,425
+14
+1% +$1.27K 0.05% 71
2020
Q1 		$116K Hold
1,411
– – 0.04% 74
2019
Q4 		$181K Buy
1,411
+15
+1% +$1.85K 0.06% 81
2019
Q3 		$167K Buy
+1,396
New +$165K 0.06% 80
2019
Q2 		– Sell
-1,389
Closed -$167K – 1062
2019
Q1 		$167K Buy
1,389
+6
+0.4% +$717 0.07% 65
2018
Q4 		$149K Buy
1,383
+13
+0.9% +$1.56K 0.06% 82
2018
Q3 		$182K Buy
1,370
+7
+0.5% +$943 0.06% 85
2018
Q2 		$180K Hold
1,363
– – 0.07% 73
2018
Q1 		$166K Buy
1,363
+4
+0.3% +$501 0.06% 79
2017
Q4 		$171K Buy
1,359
+13
+1% +$1.63K 0.07% 88
2017
Q3 		$167K Buy
1,346
+7
+0.5% +$825 0.07% 88
2017
Q2 		$159K Hold
1,339
– – 0.07% 84
2017
Q1 		$158K Buy
1,339
+5
+0.4% +$593 0.08% 59
2016
Q4 		$159K Buy
1,334
+13
+1% +$1.44K 0.08% 58
2016
Q3 		$138K Buy
1,321
+7
+0.5% +$717 0.07% 65
2016
Q2 		$128K Hold
1,314
– – 0.07% 61
2016
Q1 		$122K Sell
1,314
-15
-1% -$1.3K 0.07% 63
2015
Q4 		$122K Buy
1,329
+4
+0.3% +$380 0.07% 60
2015
Q3 		$119K Buy
1,325
+8
+0.6% +$768 0.07% 64
2015
Q2 		$134K Buy
1,317
+9
+0.7% +$927 0.08% 59
2015
Q1 		$135K Buy
1,308
+9
+0.7% +$908 0.08% 56
2014
Q4 		$132K Buy
1,299
+4
+0.3% +$392 0.08% 56
2014
Q3 		$121K Sell
1,295
-12
-0.9% -$1.19K 0.09% 60
2014
Q2 		$135K Buy
1,307
+9
+0.7% +$895 0.1% 55
2014
Q1 		$131K Sell
1,298
-1
-0.1% -$99 0.11% 56
2013
Q4 		$132K Buy
+1,299
New +$124K 0.08% 56

Other funds holding IWN

DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
WF
WoodTrust Financial Wisconsin Rapids, Wisconsin $842M AUM 28.01% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
HWA
Hillcrest Wealth Advisors Hazlet, New Jersey $279M AUM 21.72% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's IWN Position: Q2 2026 in Review

RAFFA WEALTH MANAGEMENT, LLC held its iShares Russell 2000 Value ETF (IWN) position steady in Q2 2026 at 1,589 shares worth $352K. The position accounts for 0.04% of the portfolio, ranked #72.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in IWN in Q4 2013 and has held it in 50 quarters since. 360 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

  • RAFFA WEALTH MANAGEMENT, LLC held 1,589 shares of iShares Russell 2000 Value ETF worth $352K as of Q2 2026.
  • RAFFA WEALTH MANAGEMENT, LLC left its iShares Russell 2000 Value ETF share count unchanged in Q2 2026.
  • iShares Russell 2000 Value ETF made up 0.04% of RAFFA WEALTH MANAGEMENT, LLC's portfolio in Q2 2026, its #72 holding.
  • RAFFA WEALTH MANAGEMENT, LLC first reported a position in iShares Russell 2000 Value ETF in Q4 2013 and has held it in 50 quarters since.
  • 360 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2026, filed 27 Jul 2026.