Elevation Wealth Partners
IWN icon

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
Q3 		$816K Buy
3,895
+8
+0.2% +$1.77K 0.23% 57
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

Cassaday & Co Wealth Management
Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
Badgley Phelps Wealth Managers
Badgley Phelps Wealth Managers Seattle, Washington $5.8B AUM 25.34% 1-Year Est. Return
Stephens Group Asset Management
Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Courier Capital
Courier Capital Buffalo, New York $2.02B AUM 16.74% 1-Year Est. Return
WoodTrust Financial
WoodTrust Financial Wisconsin Rapids, Wisconsin $825M AUM 20.13% 1-Year Est. Return
Powell Investment Advisors
Powell Investment Advisors Miami, Florida $313M AUM 15.34% 1-Year Est. Return
Aspiriant LLC
Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return
Leeward Investments
Leeward Investments Boston, Massachusetts $1.98B AUM 28.98% 1-Year Est. Return

Elevation Wealth Partners's IWN Position: Q3 2026 in Review

Elevation Wealth Partners increased its iShares Russell 2000 Value ETF (IWN) stake by 0.21% in Q3 2026, buying an estimated $1.77K and bringing the position to 3,895 shares worth $816K. The position accounts for 0.23% of the portfolio, ranked #57.

Elevation Wealth Partners first reported a position in IWN in Q1 2023 and has held it in 15 quarters since. The position peaked at $860K in Q2 2026. 364 funds tracked by Wall St. Rank hold IWN as of Q3 2026.

  • Elevation Wealth Partners held 3,895 shares of iShares Russell 2000 Value ETF worth $816K as of Q3 2026.
  • Elevation Wealth Partners bought 8 iShares Russell 2000 Value ETF shares in Q3 2026, an estimated $1.77K.
  • iShares Russell 2000 Value ETF made up 0.23% of Elevation Wealth Partners's portfolio in Q3 2026, its #57 holding.
  • Elevation Wealth Partners first reported a position in iShares Russell 2000 Value ETF in Q1 2023 and has held it in 15 quarters since.
  • Elevation Wealth Partners's iShares Russell 2000 Value ETF position peaked at $860K in Q2 2026.
  • 364 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.