Hexagon Capital Partners’s iShares Russell 2000 Value ETF IWN Stock Holding History

Hexagon Capital 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
2025 Q2	–	Sell	-29	Closed	-$4.38K	–	900
2025 Q1	$4.38K	Hold	29	–	–	﹤0.01%	1212
2024 Q4	$4.76K	Hold	29	–	–	﹤0.01%	1213
2024 Q3	$4.84K	Hold	29	–	–	﹤0.01%	1062
2024 Q2	$4.42K	Hold	29	–	–	﹤0.01%	1026
2024 Q1	$4.61K	Hold	29	–	–	﹤0.01%	1013
2023 Q4	$4.5K	Hold	29	–	–	﹤0.01%	988
2023 Q3	$3.93K	Hold	29	–	–	﹤0.01%	950
2023 Q2	$4.08K	Hold	29	–	–	﹤0.01%	941
2023 Q1	$3.97K	Hold	29	–	–	﹤0.01%	928
2022 Q4	$4.02K	Sell	29 -228	-89%	-$32.2K	﹤0.01%	954
2022 Q3	$33K	Buy	+257	New	+$37.1K	0.01%	479

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

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

Hexagon Capital Partners's IWN Position: Q2 2025 in Review

Hexagon Capital Partners sold out of iShares Russell 2000 Value ETF (IWN) in Q2 2025, closing a stake of 29 shares — an estimated $4.38K sold.

Hexagon Capital Partners first reported a position in IWN in Q3 2022 and held it in 11 quarters. The position peaked at $33K in Q3 2022. 965 funds tracked by Wall St. Rank hold IWN as of Q2 2025.

Hexagon Capital Partners reported no remaining iShares Russell 2000 Value ETF position as of Q2 2025 after selling out during the quarter.
Hexagon Capital Partners sold 29 iShares Russell 2000 Value ETF shares in Q2 2025, an estimated $4.38K.
Hexagon Capital Partners first reported a position in iShares Russell 2000 Value ETF in Q3 2022 and held it in 11 quarters.
Hexagon Capital Partners's iShares Russell 2000 Value ETF position peaked at $33K in Q3 2022.
965 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2025.

Based on Hexagon Capital Partners's 13F filing for Q2 2025, filed 11 Aug 2025.