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

West Coast 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
2025 Q2	–	Sell	-7,272	Closed	-$1.1M	–	76
2025 Q1	$1.1M	Hold	7,272	–	–	0.13%	75
2024 Q4	$1.19M	Sell	7,272 -145	-2%	-$24.7K	0.13%	73
2024 Q3	$1.24M	Sell	7,417 -259	-3%	-$42.1K	0.14%	78
2024 Q2	$1.17M	Hold	7,676	–	–	0.14%	75
2024 Q1	$1.22M	Sell	7,676 -6	-0.1%	-$909	0.15%	71
2023 Q4	$1.19M	Hold	7,682	–	–	0.16%	71
2023 Q3	$1.04M	Hold	7,682	–	–	0.16%	78
2023 Q2	$1.08M	Sell	7,682 -515	-6%	-$69.6K	0.15%	78
2023 Q1	$1.12M	Sell	8,197 -38	-0.5%	-$5.51K	0.17%	75
2022 Q4	$1.14M	Sell	8,235 -91	-1%	-$12.8K	0.19%	71
2022 Q3	$1.07M	Sell	8,326 -11	-0.1%	-$1.59K	0.2%	68
2022 Q2	$1.14M	Buy	8,337 +36	+0.4%	+$5.36K	0.2%	65
2022 Q1	$1.34M	Sell	8,301 -6	-0.1%	-$957	0.21%	65
2021 Q4	$1.38M	Hold	8,307	–	–	0.2%	66
2021 Q3	$1.33M	Hold	8,307	–	–	0.21%	68
2021 Q2	$1.38M	Sell	8,307 -271	-3%	-$44.7K	0.22%	67
2021 Q1	$1.37M	Sell	8,578 -690	-7%	-$104K	0.24%	64
2020 Q4	$1.22M	Sell	9,268 -176	-2%	-$20.8K	0.23%	62
2020 Q3	$938K	Buy	9,444 +36	+0.4%	+$3.66K	0.21%	63
2020 Q2	$917K	Sell	9,408 -668	-7%	-$60.8K	0.22%	59
2020 Q1	$827K	Sell	10,076 -1,055	-9%	-$118K	0.22%	57
2019 Q4	$1.43M	Hold	11,131	–	–	0.31%	47
2019 Q3	$1.33M	Sell	11,131 -25	-0.2%	-$2.95K	0.3%	51
2019 Q2	$1.34M	Sell	11,156 -2,793	-20%	-$337K	0.31%	54
2019 Q1	$1.67M	Sell	13,949 -1,024	-7%	-$122K	0.39%	50
2018 Q4	$1.61M	Buy	14,973 +310	+2%	+$37.3K	0.46%	48
2018 Q3	$1.95M	Buy	14,663 +376	+3%	+$50.6K	0.45%	54
2018 Q2	$1.89M	Sell	14,287 -724	-5%	-$93.3K	0.52%	46
2018 Q1	$1.83M	Sell	15,011 -809	-5%	-$101K	0.52%	46
2017 Q4	$1.99M	Sell	15,820 -5,242	-25%	-$655K	0.56%	48
2017 Q3	$2.61M	Sell	21,062 -2,044	-9%	-$241K	0.71%	46
2017 Q2	$2.75M	Sell	23,106 -435	-2%	-$51.1K	0.88%	42
2017 Q1	$2.78M	Sell	23,541 -722	-3%	-$85.7K	0.88%	42
2016 Q4	$2.89M	Sell	24,263 -614	-2%	-$67.9K	0.92%	43
2016 Q3	$2.61M	Sell	24,877 -144	-0.6%	-$14.8K	0.84%	44
2016 Q2	$2.43M	Sell	25,021 -620	-2%	-$59K	0.88%	43
2016 Q1	$2.39M	Buy	25,641 +1,026	+4%	+$89K	0.99%	43
2015 Q4	$2.26M	Buy	24,615 +532	+2%	+$50.5K	0.95%	47
2015 Q3	$2.17M	Sell	24,083 -1,282	-5%	-$123K	0.97%	44
2015 Q2	$2.59M	Buy	+25,365	New	+$2.61M	1.13%	37
2014 Q3	–	Sell	-20,276	Closed	-$2.09M	–	88
2014 Q2	$2.09M	Sell	20,276 -1,694	-8%	-$168K	1.1%	41
2014 Q1	$2.21M	Buy	+21,970	New	+$2.17M	1.12%	45
2013 Q3	–	Sell	-24,440	Closed	-$2.1M	–	90
2013 Q2	$2.1M	Buy	+24,440	New	+$2.07M	1.14%	47

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 $424B AUM 22.96% 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 $202B AUM 37.79% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

West Coast Financial's IWN Position: Q2 2025 in Review

West Coast Financial sold out of iShares Russell 2000 Value ETF (IWN) in Q2 2025, closing a stake of 7,272 shares — an estimated $1.1M sold.

West Coast Financial first reported a position in IWN in Q2 2013 and held it in 43 quarters. The position peaked at $2.89M in Q4 2016. 964 funds tracked by Wall St. Rank hold IWN as of Q2 2025.

West Coast Financial reported no remaining iShares Russell 2000 Value ETF position as of Q2 2025 after selling out during the quarter.
West Coast Financial sold 7,272 iShares Russell 2000 Value ETF shares in Q2 2025, an estimated $1.1M.
West Coast Financial first reported a position in iShares Russell 2000 Value ETF in Q2 2013 and held it in 43 quarters.
West Coast Financial's iShares Russell 2000 Value ETF position peaked at $2.89M in Q4 2016.
964 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2025.

Based on West Coast Financial's 13F filing for Q2 2025.