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

Concord 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	$1.19K	Buy	+5	New	+$1.05K	﹤0.01%	766
2026 Q1	–	Sell	-11	Closed	-$2.06K	–	500
2025 Q4	$2.06K	Hold	11	–	–	﹤0.01%	700
2025 Q3	$2K	Hold	11	–	–	﹤0.01%	711
2025 Q2	$1.78K	Buy	11 +6	+120%	+$893	﹤0.01%	729
2025 Q1	$794	Hold	5	–	–	﹤0.01%	742
2024 Q4	$861	Hold	5	–	–	﹤0.01%	817
2024 Q3	$870	Hold	5	–	–	﹤0.01%	853
2024 Q2	$790	Hold	5	–	–	﹤0.01%	739
2024 Q1	$820	Hold	5	–	–	﹤0.01%	799
2023 Q4	$799	Hold	5	–	–	﹤0.01%	768
2023 Q3	$689	Hold	5	–	–	﹤0.01%	965
2023 Q2	$716	Hold	5	–	–	﹤0.01%	971
2023 Q1	$693	Hold	5	–	–	﹤0.01%	925
2022 Q4	$698	Buy	+5	New	+$706	﹤0.01%	1132

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

Concord Wealth Partners's IWN Position: Q2 2026 in Review

Concord Wealth Partners opened a new position in iShares Russell 2000 Value ETF (IWN) in Q2 2026: 5 shares worth $1.19K. The stake represents ﹤0.01% of the portfolio and ranks #766 among its holdings. This is a return to the name: Concord Wealth Partners previously reported a position in IWN as recently as Q4 2025.

Concord Wealth Partners first reported a position in IWN in Q4 2022 and has held it in 14 quarters since. The position peaked at $2.06K in Q4 2025. 1,075 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

Concord Wealth Partners held 5 shares of iShares Russell 2000 Value ETF worth $1.19K as of Q2 2026.
iShares Russell 2000 Value ETF was a new Concord Wealth Partners position in Q2 2026.
iShares Russell 2000 Value ETF made up ﹤0.01% of Concord Wealth Partners's portfolio in Q2 2026, its #766 holding.
Concord Wealth Partners first reported a position in iShares Russell 2000 Value ETF in Q4 2022 and has held it in 14 quarters since.
Concord Wealth Partners's iShares Russell 2000 Value ETF position peaked at $2.06K in Q4 2025.
1,075 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.