3Chopt Investment Partners’s iShares Russell 2000 Value ETF IWN Stock Holding History

3Chopt Investment Partners’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	$107K	Hold	485	–	–	0.02%	259
2026 Q1	$92K	Hold	485	–	–	0.02%	226
2025 Q4	$87.9K	Hold	485	–	–	0.02%	222
2025 Q3	$85.8K	Hold	485	–	–	0.02%	222
2025 Q2	$76.5K	Sell	485 -333	-41%	-$49.6K	0.02%	219
2025 Q1	$124K	Buy	+818	New	+$132K	0.03%	211
2023 Q2	–	Sell	-1,805	Closed	-$247K	–	141
2023 Q1	$247K	Sell	1,805 -394	-18%	-$57.1K	0.13%	129
2022 Q4	$305K	Buy	+2,199	New	+$310K	0.17%	110

Other funds holding IWN

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

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return

BPWM

Badgley Phelps Wealth Managers Seattle, Washington $5.71B AUM 30.33% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

3Chopt Investment Partners's IWN Position: Q2 2026 in Review

3Chopt Investment Partners held its iShares Russell 2000 Value ETF (IWN) position steady in Q2 2026 at 485 shares worth $107K. The position accounts for 0.02% of the portfolio, ranked #259.

3Chopt Investment Partners first reported a position in IWN in Q4 2022 and has held it in 8 quarters since. The position peaked at $305K in Q4 2022. 697 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

3Chopt Investment Partners held 485 shares of iShares Russell 2000 Value ETF worth $107K as of Q2 2026.
3Chopt Investment Partners left its iShares Russell 2000 Value ETF share count unchanged in Q2 2026.
iShares Russell 2000 Value ETF made up 0.02% of 3Chopt Investment Partners's portfolio in Q2 2026, its #259 holding.
3Chopt Investment Partners first reported a position in iShares Russell 2000 Value ETF in Q4 2022 and has held it in 8 quarters since.
3Chopt Investment Partners's iShares Russell 2000 Value ETF position peaked at $305K in Q4 2022.
697 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

Based on 3Chopt Investment Partners's 13F filing for Q2 2026, filed 29 Jul 2026.