Focus Partners Wealth
IWN icon

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

Focus Partners Wealth’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 		$64.3M Sell
339,189
-1,701
-0.5% -$329K 0.07% 242
2025
Q4 		$61.8M Buy
340,890
+68,514
+25% +$12.3M 0.07% 250
2025
Q3 		$48.2M Buy
272,376
+74,871
+38% +$12.6M 0.08% 218
2025
Q2 		$31.2M Buy
197,505
+108
+0.1% +$16.1K 0.07% 267
2025
Q1 		$29.8M Sell
197,397
-63,065
-24% -$10.2M 0.07% 252
2024
Q4 		$42.8M Buy
260,462
+150,199
+136% +$25.6M 0.11% 180
2024
Q3 		$18.4M Sell
110,263
-314,639
-74% -$51.1M 0.06% 295
2024
Q2 		$67M Buy
424,902
+211,029
+99% +$32.3M 0.23% 105
2024
Q1 		$34M Buy
213,873
+151,612
+244% +$23M 0.28% 90
2023
Q4 		$9.67M Buy
+62,261
New +$8.62M 0.13% 160

Other funds holding IWN

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $13.1B AUM
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $26B 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 $173B AUM 20.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return