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Wealth Dimensions Group’s iShares Russell 2000 Value ETF IWN Stock Holding History

Wealth Dimensions Group’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
Q1 		$1.77M Sell
9,360
-515
-5% -$99.7K 0.35% 38
2025
Q4 		$1.79M Sell
9,875
-327
-3% -$58.7K 0.36% 40
2025
Q3 		$1.8M Sell
10,202
-353
-3% -$59.6K 0.37% 38
2025
Q2 		$1.67M Sell
10,555
-521
-5% -$77.6K 0.37% 39
2025
Q1 		$1.67M Sell
11,076
-360
-3% -$58.2K 0.4% 36
2024
Q4 		$1.88M Sell
11,436
-603
-5% -$103K 0.46% 32
2024
Q3 		$2.01M Sell
12,039
-176
-1% -$28.6K 0.51% 32
2024
Q2 		$1.86M Sell
12,215
-643
-5% -$98.3K 0.53% 33
2024
Q1 		$2.04M Sell
12,858
-681
-5% -$103K 0.6% 30
2023
Q4 		$2.1M Sell
13,539
-1,728
-11% -$239K 0.67% 23
2023
Q3 		$2.07M Sell
15,267
-355
-2% -$50.9K 0.75% 23
2023
Q2 		$2.2M Sell
15,622
-1,000
-6% -$135K 0.8% 21
2023
Q1 		$2.28M Sell
16,622
-652
-4% -$94.5K 0.88% 20
2022
Q4 		$2.4M Sell
17,274
-2,116
-11% -$299K 0.98% 18
2022
Q3 		$2.5M Buy
19,390
+324
+2% +$46.8K 1.24% 17
2022
Q2 		$2.6M Sell
19,066
-1,832
-9% -$273K 1.23% 16
2022
Q1 		$3.37M Buy
20,898
+3,143
+18% +$501K 1.56% 13
2021
Q4 		$2.95M Buy
17,755
+3,284
+23% +$547K 1.44% 12
2021
Q3 		$2.32M Buy
14,471
+2,137
+17% +$343K 1.48% 14
2021
Q2 		$2.04M Buy
12,334
+2,324
+23% +$383K 1.39% 17
2021
Q1 		$1.6M Sell
10,010
-350
-3% -$52.9K 1.24% 18
2020
Q4 		$1.36M Buy
+10,360
New +$1.22M 1.18% 18

Other funds holding IWN

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $13.1B AUM
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Wealth Dimensions Group's IWN Position: Q1 2026 in Review

Wealth Dimensions Group reduced its iShares Russell 2000 Value ETF (IWN) stake by 5.2% in Q1 2026, selling an estimated $99.7K and leaving 9,360 shares worth $1.77M. The position accounts for 0.35% of the portfolio, ranked #38.

Wealth Dimensions Group first reported a position in IWN in Q4 2020 and has held it in 22 quarters since. The position peaked at $3.37M in Q1 2022. 1,028 funds tracked by Wall St. Rank hold IWN as of Q1 2026.

  • Wealth Dimensions Group held 9,360 shares of iShares Russell 2000 Value ETF worth $1.77M as of Q1 2026.
  • Wealth Dimensions Group sold 515 iShares Russell 2000 Value ETF shares in Q1 2026, an estimated $99.7K.
  • iShares Russell 2000 Value ETF made up 0.35% of Wealth Dimensions Group's portfolio in Q1 2026, its #38 holding.
  • Wealth Dimensions Group first reported a position in iShares Russell 2000 Value ETF in Q4 2020 and has held it in 22 quarters since.
  • Wealth Dimensions Group's iShares Russell 2000 Value ETF position peaked at $3.37M in Q1 2022.
  • 1,028 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q1 2026.

Based on Wealth Dimensions Group's 13F filing for Q1 2026, filed 12 May 2026.