WFA of San Diego’s iShares Russell 2000 Value ETF IWN Stock Holding History

WFA of San Diego’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	$16.1K	Hold	85	–	–	0.01%	267
2025 Q4	$15.4K	Hold	85	–	–	0.01%	285
2025 Q3	$15K	Hold	85	–	–	0.01%	295
2025 Q2	$13.4K	Buy	+85	New	+$12.7K	0.01%	296
2024 Q3	$14.2K	Sell	85 -75	-47%	-$12.2K	0.01%	262
2024 Q2	$24.4K	Buy	+160	New	+$24.5K	0.02%	227
2023 Q3	$21.7K	Hold	160	–	–	0.02%	233
2023 Q2	$22.5K	Buy	+160	New	+$21.6K	0.02%	225
2023 Q1	–	Sell	-160	Closed	-$22.2K	–	238
2022 Q4	$22.2K	Buy	+160	New	+$22.6K	0.02%	280
2022 Q3	–	Sell	-160	Closed	-$22K	–	235
2022 Q2	$22K	Buy	+160	New	+$23.8K	0.02%	218

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

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 $18.1B AUM 24.63% 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 Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

WFA of San Diego's IWN Position: Q1 2026 in Review

WFA of San Diego held its iShares Russell 2000 Value ETF (IWN) position steady in Q1 2026 at 85 shares worth $16.1K. The position accounts for 0.01% of the portfolio, ranked #267.

WFA of San Diego first reported a position in IWN in Q2 2022 and has held it in 10 quarters since. The position peaked at $24.4K in Q2 2024. 1,029 funds tracked by Wall St. Rank hold IWN as of Q1 2026.

WFA of San Diego held 85 shares of iShares Russell 2000 Value ETF worth $16.1K as of Q1 2026.
WFA of San Diego left its iShares Russell 2000 Value ETF share count unchanged in Q1 2026.
iShares Russell 2000 Value ETF made up 0.01% of WFA of San Diego's portfolio in Q1 2026, its #267 holding.
WFA of San Diego first reported a position in iShares Russell 2000 Value ETF in Q2 2022 and has held it in 10 quarters since.
WFA of San Diego's iShares Russell 2000 Value ETF position peaked at $24.4K in Q2 2024.
1,029 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q1 2026.

Based on WFA of San Diego's 13F filing for Q1 2026, filed 11 May 2026.