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Alvarez & Marsal Private Wealth Partners’s iShares Russell 2000 Value ETF IWN Stock Holding History

Alvarez & Marsal Private Wealth 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 		$402K Hold
1,819
– – 0.05% 67
2026
Q1 		$345K Hold
1,819
– – 0.05% 106
2025
Q4 		$330K Buy
+1,819
New +$327K 0.06% 69

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
Envestnet Asset Management
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
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
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

Alvarez & Marsal Private Wealth Partners's IWN Position: Q2 2026 in Review

Alvarez & Marsal Private Wealth Partners held its iShares Russell 2000 Value ETF (IWN) position steady in Q2 2026 at 1,819 shares worth $402K. The position accounts for 0.05% of the portfolio, ranked #67.

Alvarez & Marsal Private Wealth Partners first reported a position in IWN in Q4 2025 and has held it in 3 quarters since. 1,074 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

  • Alvarez & Marsal Private Wealth Partners held 1,819 shares of iShares Russell 2000 Value ETF worth $402K as of Q2 2026.
  • Alvarez & Marsal Private Wealth Partners left its iShares Russell 2000 Value ETF share count unchanged in Q2 2026.
  • iShares Russell 2000 Value ETF made up 0.05% of Alvarez & Marsal Private Wealth Partners's portfolio in Q2 2026, its #67 holding.
  • Alvarez & Marsal Private Wealth Partners first reported a position in iShares Russell 2000 Value ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,074 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

Based on Alvarez & Marsal Private Wealth Partners's 13F filing for Q2 2026, filed 14 Aug 2026.