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 Q2	$72.8M	Sell	329,024 -10,165	-3%	-$2.13M	0.07%	245
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 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 29.18% 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 Wealth's IWN Position: Q2 2026 in Review

Focus Partners Wealth reduced its iShares Russell 2000 Value ETF (IWN) stake by 3% in Q2 2026, selling an estimated $2.13M and leaving 329,024 shares worth $72.8M. The position accounts for 0.07% of the portfolio, ranked #245.

Focus Partners Wealth first reported a position in IWN in Q4 2023 and has held it in 11 quarters since. 1,078 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

Focus Partners Wealth held 329,024 shares of iShares Russell 2000 Value ETF worth $72.8M as of Q2 2026.
Focus Partners Wealth sold 10,165 iShares Russell 2000 Value ETF shares in Q2 2026, an estimated $2.13M.
iShares Russell 2000 Value ETF made up 0.07% of Focus Partners Wealth's portfolio in Q2 2026, its #245 holding.
Focus Partners Wealth first reported a position in iShares Russell 2000 Value ETF in Q4 2023 and has held it in 11 quarters since.
1,078 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.