CPIG
IWN icon

Chicago Partners Investment Group’s iShares Russell 2000 Value ETF IWN Stock Holding History

Chicago Partners Investment Group’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 		$906K Buy
4,110
+86
+2% +$18K 0.02% 705
2026
Q1 		$830K Buy
4,024
+212
+6% +$41K 0.02% 631
2025
Q4 		$746K Buy
3,812
+651
+21% +$117K 0.02% 566
2025
Q3 		$570K Buy
3,161
+106
+3% +$17.9K 0.01% 631
2025
Q2 		$513K Sell
3,055
-331
-10% -$49.3K 0.01% 592
2025
Q1 		$497K Buy
3,386
+43
+1% +$6.95K 0.02% 518
2024
Q4 		$547K Sell
3,343
-106
-3% -$18.1K 0.02% 478
2024
Q3 		$570K Buy
3,449
+87
+3% +$14.1K 0.02% 456
2024
Q2 		$573K Buy
3,362
+13
+0.4% +$1.99K 0.02% 431
2024
Q1 		$508K Hold
3,349
– – 0.02% 442
2023
Q4 		$501K Sell
3,349
-94
-3% -$13K 0.02% 428
2023
Q3 		$438K Buy
3,443
+335
+11% +$48K 0.02% 436
2023
Q2 		$463K Buy
3,108
+245
+9% +$33.1K 0.02% 435
2023
Q1 		$386K Buy
2,863
+174
+6% +$25.2K 0.02% 449
2022
Q4 		$417K Buy
2,689
+16
+0.6% +$2.26K 0.03% 420
2022
Q3 		$384K Buy
2,673
+96
+4% +$13.9K 0.03% 399
2022
Q2 		$385K Buy
2,577
+260
+11% +$38.7K 0.03% 383
2022
Q1 		$334K Buy
2,317
+7
+0.3% +$1.12K 0.03% 400
2021
Q4 		$361K Buy
2,310
+86
+4% +$14.3K 0.03% 401
2021
Q3 		$390K Buy
2,224
+6
+0.3% +$964 0.03% 385
2021
Q2 		$353K Buy
2,218
+3
+0.1% +$495 0.03% 393
2021
Q1 		$362K Buy
2,215
+4
+0.2% +$605 0.03% 359
2020
Q4 		$318K Buy
+2,211
New +$261K 0.03% 358
2015
Q1 		– Sell
-1,440
Closed -$146K – 508
2014
Q4 		$146K Buy
+1,440
New +$141K 0.06% 148

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

Chicago Partners Investment Group's IWN Position: Q2 2026 in Review

Chicago Partners Investment Group increased its iShares Russell 2000 Value ETF (IWN) stake by 2.1% in Q2 2026, buying an estimated $18K and bringing the position to 4,110 shares worth $906K. The position accounts for 0.02% of the portfolio, ranked #705.

Chicago Partners Investment Group first reported a position in IWN in Q4 2014 and has held it in 24 quarters since. 1,074 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

  • Chicago Partners Investment Group held 4,110 shares of iShares Russell 2000 Value ETF worth $906K as of Q2 2026.
  • Chicago Partners Investment Group bought 86 iShares Russell 2000 Value ETF shares in Q2 2026, an estimated $18K.
  • iShares Russell 2000 Value ETF made up 0.02% of Chicago Partners Investment Group's portfolio in Q2 2026, its #705 holding.
  • Chicago Partners Investment Group first reported a position in iShares Russell 2000 Value ETF in Q4 2014 and has held it in 24 quarters since.
  • 1,074 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

Based on Chicago Partners Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.