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Global Retirement Partners’s iShares Russell 2000 Value ETF IWN Stock Holding History

Global Retirement 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 		$5.23M Buy
+23,660
New +$4.95M 0.08% 227
2025
Q4 		$4.39M Buy
24,219
+11,402
+89% +$2.05M 0.08% 235
2025
Q3 		$2.27M Sell
12,817
-126
-1% -$21.3K 0.05% 325
2025
Q2 		$2.04M Buy
+12,943
New +$1.93M 0.05% 332
2024
Q4 		$2.36M Sell
14,382
-478
-3% -$81.6K 0.07% 271
2024
Q3 		$2.48M Sell
14,860
-428
-3% -$69.5K 0.07% 252
2024
Q2 		$2.33M Buy
15,288
+293
+2% +$44.8K 0.07% 253
2024
Q1 		$2.38M Buy
14,995
+3,118
+26% +$472K 0.09% 221
2023
Q4 		$1.74M Buy
11,877
+297
+3% +$41.1K 0.07% 238
2023
Q3 		$1.52M Sell
11,580
-265
-2% -$38K 0.08% 229
2023
Q2 		$1.67M Sell
11,845
-1,098
-8% -$148K 0.08% 225
2023
Q1 		$1.69M Sell
12,943
-152
-1% -$22K 0.09% 219
2022
Q4 		$1.82M Buy
13,095
+99
+0.8% +$14K 0.12% 172
2022
Q3 		$1.89M Buy
12,996
+242
+2% +$35K 0.14% 153
2022
Q2 		$1.74M Buy
12,754
+3,472
+37% +$517K 0.14% 161
2022
Q1 		$1.34M Buy
+9,282
New +$1.48M 0.11% 202
2021
Q4 		– Sell
-7,323
Closed -$1.17M – 1035
2021
Q3 		$1.17M Sell
7,323
-1,141
-13% -$183K 0.12% 171
2021
Q2 		$1.4M Buy
8,464
+1,001
+13% +$165K 0.14% 145
2021
Q1 		$1.19M Sell
7,463
-265
-3% -$40.1K 0.14% 143
2020
Q4 		$1.02M Sell
7,728
-370
-5% -$43.7K 0.13% 152
2020
Q3 		$804K Buy
8,098
+475
+6% +$48.2K 0.12% 171
2020
Q2 		$743K Buy
7,623
+669
+10% +$60.9K 0.12% 173
2020
Q1 		$570K Buy
6,954
+510
+8% +$57.2K 0.11% 178
2019
Q4 		$829K Sell
6,444
-53
-0.8% -$6.55K 0.13% 162
2019
Q3 		$776K Buy
6,497
+282
+5% +$33.3K 0.13% 162
2019
Q2 		$749K Buy
6,215
+331
+6% +$40K 0.14% 139
2019
Q1 		$705K Buy
5,884
+310
+6% +$37K 0.17% 107
2018
Q4 		$599K Buy
5,574
+1,293
+30% +$156K 0.15% 132
2018
Q3 		$569K Sell
4,281
-44
-1% -$5.93K 0.13% 155
2018
Q2 		$571K Sell
4,325
-128
-3% -$16.5K 0.14% 143
2018
Q1 		$543K Buy
4,453
+1,927
+76% +$241K 0.15% 147
2017
Q4 		$318K Sell
2,526
-82
-3% -$10.3K 0.09% 202
2017
Q3 		$324K Sell
2,608
-25
-0.9% -$2.95K 0.13% 145
2017
Q2 		$313K Sell
2,633
-3,828
-59% -$450K 0.15% 133
2017
Q1 		$763K Buy
6,461
+3,298
+104% +$391K 0.43% 42
2016
Q4 		$376K Buy
+3,163
New +$350K 0.25% 91

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
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
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

Global Retirement Partners's IWN Position: Q2 2026 in Review

Global Retirement Partners opened a new position in iShares Russell 2000 Value ETF (IWN) in Q2 2026: 23,660 shares worth $5.23M. The stake represents 0.08% of the portfolio and ranks #227 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in IWN as recently as Q4 2025.

Global Retirement Partners first reported a position in IWN in Q4 2016 and has held it in 36 quarters since. 1,078 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

  • Global Retirement Partners held 23,660 shares of iShares Russell 2000 Value ETF worth $5.23M as of Q2 2026.
  • iShares Russell 2000 Value ETF was a new Global Retirement Partners position in Q2 2026.
  • iShares Russell 2000 Value ETF made up 0.08% of Global Retirement Partners's portfolio in Q2 2026, its #227 holding.
  • Global Retirement Partners first reported a position in iShares Russell 2000 Value ETF in Q4 2016 and has held it in 36 quarters since.
  • 1,078 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.