Clarion Wealth Managment Partners’s iShares Russell 2000 Value ETF IWN Stock Holding History

Clarion Wealth Managment 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	$1.17M	Buy	5,300 +15	+0.3%	+$3.14K	0.95%	26
2026 Q1	$1M	Sell	5,285 -234	-4%	-$45.3K	0.91%	28
2025 Q4	$1M	Sell	5,519 -312	-5%	-$56K	0.93%	29
2025 Q3	$1.03M	Sell	5,831 -288	-5%	-$48.6K	1.02%	28
2025 Q2	$965K	Buy	+6,119	New	+$911K	1.06%	30

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

Clarion Wealth Managment Partners's IWN Position: Q2 2026 in Review

Clarion Wealth Managment Partners increased its iShares Russell 2000 Value ETF (IWN) stake by 0.28% in Q2 2026, buying an estimated $3.14K and bringing the position to 5,300 shares worth $1.17M. The position accounts for 0.95% of the portfolio, ranked #26.

Clarion Wealth Managment Partners first reported a position in IWN in Q2 2025 and has held it in 5 quarters since. 1,074 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

Clarion Wealth Managment Partners held 5,300 shares of iShares Russell 2000 Value ETF worth $1.17M as of Q2 2026.
Clarion Wealth Managment Partners bought 15 iShares Russell 2000 Value ETF shares in Q2 2026, an estimated $3.14K.
iShares Russell 2000 Value ETF made up 0.95% of Clarion Wealth Managment Partners's portfolio in Q2 2026, its #26 holding.
Clarion Wealth Managment Partners first reported a position in iShares Russell 2000 Value ETF in Q2 2025 and has held it in 5 quarters since.
1,074 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

Based on Clarion Wealth Managment Partners's 13F filing for Q2 2026, filed 13 Aug 2026.