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

Elevation 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	$860K	Buy	3,887 +6	+0.2%	+$1.26K	0.26%	56
2026 Q1	$736K	Buy	3,881 +5	+0.1%	+$968	0.26%	54
2025 Q4	$702K	Buy	3,876 +67	+2%	+$12K	0.25%	57
2025 Q3	$673K	Buy	3,809 +8	+0.2%	+$1.35K	0.24%	59
2025 Q2	$600K	Buy	3,801 +1,671	+78%	+$249K	0.24%	62
2025 Q1	$322K	Hold	2,130	–	–	0.14%	84
2024 Q4	$350K	Sell	2,130 -2	-0.1%	-$341	0.15%	80
2024 Q3	$356K	Hold	2,132	–	–	0.15%	81
2024 Q2	$325K	Hold	2,132	–	–	0.15%	81
2024 Q1	$339K	Sell	2,132 -415	-16%	-$62.9K	0.17%	83
2023 Q4	$345K	Buy	2,547 +2,047	+409%	+$284K	0.21%	77
2023 Q3	$67.8K	Hold	500	–	–	0.06%	129
2023 Q2	$70.4K	Hold	500	–	–	0.06%	127
2023 Q1	$68.5K	Buy	+500	New	+$72.5K	0.06%	130

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 29.18% 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

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

Elevation Wealth Partners increased its iShares Russell 2000 Value ETF (IWN) stake by 0.15% in Q2 2026, buying an estimated $1.26K and bringing the position to 3,887 shares worth $860K. The position accounts for 0.26% of the portfolio, ranked #56.

Elevation Wealth Partners first reported a position in IWN in Q1 2023 and has held it in 14 quarters since. 1,078 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

Elevation Wealth Partners held 3,887 shares of iShares Russell 2000 Value ETF worth $860K as of Q2 2026.
Elevation Wealth Partners bought 6 iShares Russell 2000 Value ETF shares in Q2 2026, an estimated $1.26K.
iShares Russell 2000 Value ETF made up 0.26% of Elevation Wealth Partners's portfolio in Q2 2026, its #56 holding.
Elevation Wealth Partners first reported a position in iShares Russell 2000 Value ETF in Q1 2023 and has held it in 14 quarters since.
1,078 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.