Focus Partners Advisor Solutions’s iShares Russell 2000 Value ETF IWN Stock Holding History

Focus Partners Advisor Solutions’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	$12.9M	Buy	58,237 +1,826	+3%	+$382K	0.11%	90
2026 Q1	$10.7M	Sell	56,411 -3,174	-5%	-$614K	0.11%	93
2025 Q4	$10.8M	Buy	59,585 +32,865	+123%	+$5.9M	0.13%	83
2025 Q3	$4.73M	Sell	26,720 -27,255	-50%	-$4.6M	0.05%	181
2025 Q2	$8.52M	Sell	53,975 -1,078	-2%	-$161K	0.11%	94
2025 Q1	$8.31M	Buy	55,053 +2,307	+4%	+$373K	0.13%	89
2024 Q4	$8.66M	Buy	52,746 +19,260	+58%	+$3.29M	0.15%	79
2024 Q3	$5.59M	Buy	33,486 +252	+0.8%	+$40.9K	0.12%	88
2024 Q2	$5.06M	Sell	33,234 -1,573	-5%	-$241K	0.13%	83
2024 Q1	$5.53M	Buy	34,807 +27,088	+351%	+$4.1M	0.16%	73
2023 Q4	$1.2M	Sell	7,719 -1	-0%	-$139	0.06%	147
2023 Q3	$1.05M	Sell	7,720 -321	-4%	-$46K	0.05%	165
2023 Q2	$1.13M	Buy	8,041 +424	+6%	+$57.3K	0.06%	124
2023 Q1	$1.04M	Buy	7,617 +432	+6%	+$62.6K	0.07%	122
2022 Q4	$996K	Buy	7,185 +725	+11%	+$102K	0.08%	127
2022 Q3	$833K	Sell	6,460 -198	-3%	-$28.6K	0.05%	171
2022 Q2	$907K	Buy	6,658 +1,864	+39%	+$277K	0.08%	126
2022 Q1	$774K	Buy	+4,794	New	+$764K	0.08%	127

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 29.2% 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

Focus Partners Advisor Solutions's IWN Position: Q2 2026 in Review

Focus Partners Advisor Solutions increased its iShares Russell 2000 Value ETF (IWN) stake by 3.2% in Q2 2026, buying an estimated $382K and bringing the position to 58,237 shares worth $12.9M. The position accounts for 0.11% of the portfolio, ranked #90.

Focus Partners Advisor Solutions first reported a position in IWN in Q1 2022 and has held it in 18 quarters since. 1,074 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

Focus Partners Advisor Solutions held 58,237 shares of iShares Russell 2000 Value ETF worth $12.9M as of Q2 2026.
Focus Partners Advisor Solutions bought 1,826 iShares Russell 2000 Value ETF shares in Q2 2026, an estimated $382K.
iShares Russell 2000 Value ETF made up 0.11% of Focus Partners Advisor Solutions's portfolio in Q2 2026, its #90 holding.
Focus Partners Advisor Solutions first reported a position in iShares Russell 2000 Value ETF in Q1 2022 and has held it in 18 quarters since.
1,074 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

Based on Focus Partners Advisor Solutions's 13F filing for Q2 2026, filed 6 Aug 2026.