William Howard & Co Financial Advisors’s iShares Russell 2000 Value ETF IWN Stock Holding History

William Howard & Co Financial Advisors’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	–	Sell	-1,081	Closed	-$205K	–	55
2026 Q1	$205K	Sell	1,081 -208	-16%	-$40.3K	0.18%	54
2025 Q4	$234K	Hold	1,289	–	–	0.2%	51
2025 Q3	$228K	Hold	1,289	–	–	0.19%	51
2025 Q2	$203K	Buy	+1,289	New	+$192K	0.18%	54
2025 Q1	–	Sell	-1,289	Closed	-$212K	–	53
2024 Q4	$212K	Hold	1,289	–	–	0.19%	50
2024 Q3	$215K	Buy	+1,289	New	+$209K	0.18%	51
2024 Q2	–	Sell	-1,289	Closed	-$205K	–	49
2024 Q1	$205K	Buy	+1,289	New	+$195K	0.19%	43

Other funds holding IWN

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $15B 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 $29.1B AUM

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

William Howard & Co Financial Advisors's IWN Position: Q2 2026 in Review

William Howard & Co Financial Advisors sold out of iShares Russell 2000 Value ETF (IWN) in Q2 2026, closing a stake of 1,081 shares — an estimated $205K sold.

William Howard & Co Financial Advisors first reported a position in IWN in Q1 2024 and held it in 7 quarters. The position peaked at $234K in Q4 2025. 1,073 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

William Howard & Co Financial Advisors reported no remaining iShares Russell 2000 Value ETF position as of Q2 2026 after selling out during the quarter.
William Howard & Co Financial Advisors sold 1,081 iShares Russell 2000 Value ETF shares in Q2 2026, an estimated $205K.
William Howard & Co Financial Advisors first reported a position in iShares Russell 2000 Value ETF in Q1 2024 and held it in 7 quarters.
William Howard & Co Financial Advisors's iShares Russell 2000 Value ETF position peaked at $234K in Q4 2025.
1,073 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

Based on William Howard & Co Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.