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

Creekside 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 Q1	$520K	Buy	2,745 +3	+0.1%	+$581	0.21%	103
2025 Q4	$497K	Buy	2,742 +6	+0.2%	+$1.08K	0.21%	100
2025 Q3	$484K	Buy	2,736 +5	+0.2%	+$844	0.21%	102
2025 Q2	$431K	Buy	2,731 +5	+0.2%	+$745	0.2%	105
2025 Q1	$412K	Buy	2,726 +4	+0.1%	+$646	0.22%	102
2024 Q4	$447K	Buy	2,722 +6	+0.2%	+$1.02K	0.23%	98
2024 Q3	$453K	Buy	2,716 +5	+0.2%	+$812	0.23%	98
2024 Q2	$413K	Buy	+2,711	New	+$415K	0.23%	103

Other funds holding IWN

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $13.1B AUM

DADC

D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $26B AUM

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Creekside Partners's IWN Position: Q1 2026 in Review

Creekside Partners increased its iShares Russell 2000 Value ETF (IWN) stake by 0.11% in Q1 2026, buying an estimated $581 and bringing the position to 2,745 shares worth $520K. The position accounts for 0.21% of the portfolio, ranked #103.

Creekside Partners first reported a position in IWN in Q2 2024 and has held it in 8 quarters since. 1,028 funds tracked by Wall St. Rank hold IWN as of Q1 2026.

Creekside Partners held 2,745 shares of iShares Russell 2000 Value ETF worth $520K as of Q1 2026.
Creekside Partners bought 3 iShares Russell 2000 Value ETF shares in Q1 2026, an estimated $581.
iShares Russell 2000 Value ETF made up 0.21% of Creekside Partners's portfolio in Q1 2026, its #103 holding.
Creekside Partners first reported a position in iShares Russell 2000 Value ETF in Q2 2024 and has held it in 8 quarters since.
1,028 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q1 2026.

Based on Creekside Partners's 13F filing for Q1 2026, filed 22 Apr 2026.