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HUB Investment Partners’s iShares Russell 2000 Value ETF IWN Stock Holding History

HUB Investment 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 		$603K Buy
2,728
+1,633
+149% +$342K 0.01% 634
2026
Q1 		$208K Buy
+1,095
New +$212K 0.01% 979
2025
Q4 		– Sell
-1,700
Closed -$300K – 1012
2025
Q3 		$300K Sell
1,700
-150
-8% -$25.3K 0.01% 543
2025
Q2 		$292K Sell
1,850
-256
-12% -$38.1K 0.01% 520
2025
Q1 		$318K Sell
2,106
-5
-0.2% -$808 0.01% 432
2024
Q4 		$347K Buy
2,111
+594
+39% +$101K 0.01% 370
2024
Q3 		$253K Sell
1,517
-57
-4% -$9.26K 0.01% 423
2024
Q2 		$240K Sell
1,574
-383
-20% -$58.6K 0.01% 410
2024
Q1 		$311K Sell
1,957
-74
-4% -$11.2K 0.02% 355
2023
Q4 		$315K Buy
2,031
+29
+1% +$4.02K 0.02% 304
2023
Q3 		$271K Sell
2,002
-1,143
-36% -$164K 0.04% 203
2023
Q2 		$443K Sell
3,145
-107
-3% -$14.5K 0.07% 147
2023
Q1 		$446K Sell
3,252
-34
-1% -$4.93K 0.09% 135
2022
Q4 		$456K Sell
3,286
-23
-0.7% -$3.25K 0.1% 91
2022
Q3 		$427K Sell
3,309
-1,521
-31% -$220K 0.13% 110
2022
Q2 		$658K Sell
4,830
-436
-8% -$64.9K 0.21% 94
2022
Q1 		$850K Sell
5,266
-5,783
-52% -$922K 0.2% 95
2021
Q4 		$1.83M Sell
11,049
-528
-5% -$88K 0.43% 63
2021
Q3 		$1.85M Sell
11,577
-1,384
-11% -$222K 0.44% 64
2021
Q2 		$2.15M Sell
12,961
-1,173
-8% -$193K 0.57% 50
2021
Q1 		$2.25M Buy
+14,134
New +$2.14M 0.66% 39

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 29.2% 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

HUB Investment Partners's IWN Position: Q2 2026 in Review

HUB Investment Partners increased its iShares Russell 2000 Value ETF (IWN) stake by 149% in Q2 2026, buying an estimated $342K and bringing the position to 2,728 shares worth $603K. The position accounts for 0.01% of the portfolio, ranked #634.

HUB Investment Partners first reported a position in IWN in Q1 2021 and has held it in 21 quarters since. The position peaked at $2.25M in Q1 2021. 1,074 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

  • HUB Investment Partners held 2,728 shares of iShares Russell 2000 Value ETF worth $603K as of Q2 2026.
  • HUB Investment Partners bought 1,633 iShares Russell 2000 Value ETF shares in Q2 2026, an estimated $342K.
  • iShares Russell 2000 Value ETF made up 0.01% of HUB Investment Partners's portfolio in Q2 2026, its #634 holding.
  • HUB Investment Partners first reported a position in iShares Russell 2000 Value ETF in Q1 2021 and has held it in 21 quarters since.
  • HUB Investment Partners's iShares Russell 2000 Value ETF position peaked at $2.25M in Q1 2021.
  • 1,074 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

Based on HUB Investment Partners's 13F filing for Q2 2026, filed 31 Jul 2026.