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

Gen-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 Q2	$20.1K	Hold	91	–	–	0.01%	498
2026 Q1	$17.3K	Hold	91	–	–	0.01%	492
2025 Q4	$16.5K	Hold	91	–	–	0.01%	486
2025 Q3	$16.1K	Hold	91	–	–	0.01%	485
2025 Q2	$14.4K	Buy	+91	New	+$13.6K	0.01%	437

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

Gen-Wealth Partners's IWN Position: Q2 2026 in Review

Gen-Wealth Partners held its iShares Russell 2000 Value ETF (IWN) position steady in Q2 2026 at 91 shares worth $20.1K. The position accounts for 0.01% of the portfolio, ranked #498.

Gen-Wealth Partners first reported a position in IWN in Q2 2025 and has held it in 5 quarters since. 1,075 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

Gen-Wealth Partners held 91 shares of iShares Russell 2000 Value ETF worth $20.1K as of Q2 2026.
Gen-Wealth Partners left its iShares Russell 2000 Value ETF share count unchanged in Q2 2026.
iShares Russell 2000 Value ETF made up 0.01% of Gen-Wealth Partners's portfolio in Q2 2026, its #498 holding.
Gen-Wealth Partners first reported a position in iShares Russell 2000 Value ETF in Q2 2025 and has held it in 5 quarters since.
1,075 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

Based on Gen-Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.