Wealth Advisors of Tampa Bay’s iShares Russell 2000 Value ETF IWN Stock Holding History

Wealth Advisors of Tampa Bay’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	-657	Closed	-$99.2K	–	121
2025 Q1	$99.2K	Buy	+657	New	+$106K	0.04%	108
2023 Q1	–	Sell	-3,255	Closed	-$451K	–	77
2022 Q4	$451K	Buy	+3,255	New	+$460K	0.28%	58
2022 Q2	–	Sell	-1,350	Closed	-$218K	–	102
2022 Q1	$218K	Hold	1,350	–	–	0.06%	96
2021 Q4	$224K	Buy	+1,350	New	+$225K	0.05%	108

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 $18.1B AUM 24.63% 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

Wealth Advisors of Tampa Bay's IWN Position: Q2 2025 in Review

Wealth Advisors of Tampa Bay sold out of iShares Russell 2000 Value ETF (IWN) in Q2 2025, closing a stake of 657 shares — an estimated $99.2K sold.

Wealth Advisors of Tampa Bay first reported a position in IWN in Q4 2021 and held it in 4 quarters. The position peaked at $451K in Q4 2022. 964 funds tracked by Wall St. Rank hold IWN as of Q2 2025.

Wealth Advisors of Tampa Bay reported no remaining iShares Russell 2000 Value ETF position as of Q2 2025 after selling out during the quarter.
Wealth Advisors of Tampa Bay sold 657 iShares Russell 2000 Value ETF shares in Q2 2025, an estimated $99.2K.
Wealth Advisors of Tampa Bay first reported a position in iShares Russell 2000 Value ETF in Q4 2021 and held it in 4 quarters.
Wealth Advisors of Tampa Bay's iShares Russell 2000 Value ETF position peaked at $451K in Q4 2022.
964 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2025.

Based on Wealth Advisors of Tampa Bay's 13F filing for Q2 2025, filed 14 Aug 2025.