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Wingate Wealth Advisors’s iShares Russell 2000 Value ETF IWN Stock Holding History

Wingate Wealth 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
2025
Q2 		– Sell
-1,453
Closed -$219K – 104
2025
Q1 		$219K Buy
1,453
+4
+0.3% +$646 0.25% 87
2024
Q4 		$238K Buy
+1,449
New +$247K 0.23% 83

Other funds holding IWN

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Envestnet Asset Management
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
Goldman Sachs New York $1.15T AUM 47.82% 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
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

Wingate Wealth Advisors's IWN Position: Q2 2025 in Review

Wingate Wealth Advisors sold out of iShares Russell 2000 Value ETF (IWN) in Q2 2025, closing a stake of 1,453 shares — an estimated $219K sold.

Wingate Wealth Advisors first reported a position in IWN in Q4 2024 and held it in 2 quarters. The position peaked at $238K in Q4 2024. 965 funds tracked by Wall St. Rank hold IWN as of Q2 2025.

  • Wingate Wealth Advisors reported no remaining iShares Russell 2000 Value ETF position as of Q2 2025 after selling out during the quarter.
  • Wingate Wealth Advisors sold 1,453 iShares Russell 2000 Value ETF shares in Q2 2025, an estimated $219K.
  • Wingate Wealth Advisors first reported a position in iShares Russell 2000 Value ETF in Q4 2024 and held it in 2 quarters.
  • Wingate Wealth Advisors's iShares Russell 2000 Value ETF position peaked at $238K in Q4 2024.
  • 965 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2025.

Based on Wingate Wealth Advisors's 13F filing for Q2 2025, filed 29 Jul 2025.