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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

DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
WF
WoodTrust Financial Wisconsin Rapids, Wisconsin $842M AUM 28.01% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
WTC
WhitTier Trust Company Reno, Nevada $5.35B AUM 29.91% 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. 410 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.
  • 410 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.