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Evelyn Partners Asset Management’s iShares Russell 2000 Value ETF IWN Stock Holding History

Evelyn Partners Asset Management’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 		$9.48K Hold
50
– – ﹤0.01% 264
2025
Q4 		$9.06K Hold
50
– – ﹤0.01% 242
2025
Q3 		$8.84K Hold
50
– – ﹤0.01% 239
2025
Q2 		$7.89K Hold
50
– – ﹤0.01% 199
2025
Q1 		$7.55K Hold
50
– – ﹤0.01% 210
2024
Q4 		$8.21K Buy
+50
New +$8.53K ﹤0.01% 207

Other funds holding IWN

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
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
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

Evelyn Partners Asset Management's IWN Position: Q1 2026 in Review

Evelyn Partners Asset Management held its iShares Russell 2000 Value ETF (IWN) position steady in Q1 2026 at 50 shares worth $9.48K. The position accounts for ﹤0.01% of the portfolio, ranked #264.

Evelyn Partners Asset Management first reported a position in IWN in Q4 2024 and has held it in 6 quarters since. 1,034 funds tracked by Wall St. Rank hold IWN as of Q1 2026.

  • Evelyn Partners Asset Management held 50 shares of iShares Russell 2000 Value ETF worth $9.48K as of Q1 2026.
  • Evelyn Partners Asset Management left its iShares Russell 2000 Value ETF share count unchanged in Q1 2026.
  • iShares Russell 2000 Value ETF made up ﹤0.01% of Evelyn Partners Asset Management's portfolio in Q1 2026, its #264 holding.
  • Evelyn Partners Asset Management first reported a position in iShares Russell 2000 Value ETF in Q4 2024 and has held it in 6 quarters since.
  • 1,034 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q1 2026.

Based on Evelyn Partners Asset Management's 13F filing for Q1 2026, filed 15 May 2026.