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

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
Q1 		$3.26M Sell
17,194
-439
-2% -$85K 1.16% 23
2025
Q4 		$3.2M Buy
17,633
+63
+0.4% +$11.3K 1.12% 23
2025
Q3 		$3.11M Buy
17,570
+284
+2% +$47.9K 1.09% 24
2025
Q2 		$2.73M Buy
17,286
+969
+6% +$144K 1.03% 26
2025
Q1 		$2.46M Sell
16,317
-452
-3% -$73K 1.02% 27
2024
Q4 		$2.75M Sell
16,769
-108
-0.6% -$18.4K 1.13% 25
2024
Q3 		$2.82M Sell
16,877
-3,686
-18% -$599K 1.17% 26
2024
Q2 		$3.13M Sell
20,563
-536
-3% -$82K 1.41% 20
2024
Q1 		$3.35M Buy
21,099
+213
+1% +$32.3K 1.52% 18
2023
Q4 		$3.24M Sell
20,886
-418
-2% -$57.9K 1.6% 19
2023
Q3 		$2.89M Buy
21,304
+773
+4% +$111K 1.52% 18
2023
Q2 		$2.89M Sell
20,531
-37
-0.2% -$5K 1.51% 18
2023
Q1 		$2.82M Buy
20,568
+126
+0.6% +$18.3K 1.48% 16
2022
Q4 		$2.83M Sell
20,442
-2,573
-11% -$363K 1.5% 17
2022
Q3 		$2.97M Buy
23,015
+1,558
+7% +$225K 0.88% 28
2022
Q2 		$2.92M Buy
21,457
+2,059
+11% +$306K 1.43% 18
2022
Q1 		$3.13M Buy
19,398
+1,363
+8% +$217K 1.32% 19
2021
Q4 		$3M Buy
18,035
+594
+3% +$99K 1.22% 23
2021
Q3 		$2.79M Sell
17,441
-1,719
-9% -$276K 1.27% 23
2021
Q2 		$3.18M Buy
19,160
+81
+0.4% +$13.4K 1.45% 20
2021
Q1 		$3.04M Sell
19,079
-2,313
-11% -$350K 1.48% 18
2020
Q4 		$2.82M Buy
21,392
+672
+3% +$79.3K 1.5% 17
2020
Q3 		$2.06M Sell
20,720
-224
-1% -$22.8K 1.23% 23
2020
Q2 		$2.04M Sell
20,944
-109
-0.5% -$9.91K 1.2% 24
2020
Q1 		$1.73M Sell
21,053
-11,901
-36% -$1.34M 1.24% 22
2019
Q4 		$4.24M Buy
32,954
+381
+1% +$47.1K 2.86% 6
2019
Q3 		$3.89M Buy
32,573
+5,118
+19% +$605K 2.84% 6
2019
Q2 		$3.31M Sell
27,455
-6,172
-18% -$745K 2.37% 7
2019
Q1 		$4.03M Buy
33,627
+1,090
+3% +$130K 2.92% 4
2018
Q4 		$3.5M Sell
32,537
-3,706
-10% -$446K 2.95% 5
2018
Q3 		$7.99K Buy
36,243
+1,353
+4% +$182K 4.44% 4
2018
Q2 		$4.6M Buy
34,890
+841
+2% +$108K 3.42% 2
2018
Q1 		$4.15M Buy
34,049
+4,203
+14% +$526K 3.09% 3
2017
Q4 		$3.75M Sell
29,846
-641
-2% -$80.1K 2.78% 3
2017
Q3 		$3.78M Buy
30,487
+385
+1% +$45.4K 3.24% 2
2017
Q2 		$3.58M Buy
30,102
+585
+2% +$68.8K 3.25% 2
2017
Q1 		$3.49M Buy
29,517
+378
+1% +$44.9K 3.36% 2
2016
Q4 		$3.47M Sell
29,139
-1,274
-4% -$141K 3.39% 1
2016
Q3 		$3.19M Buy
30,413
+332
+1% +$34K 1.8% 13
2016
Q2 		$2.93M Buy
30,081
+1,252
+4% +$119K 2.92% 4
2016
Q1 		$2.65M Buy
28,829
+613
+2% +$53.2K 1.73% 14
2015
Q4 		$2.59M Buy
28,216
+623
+2% +$59.2K 3.12% 4
2015
Q3 		$2.49M Buy
27,593
+148
+0.5% +$14.2K 3.26% 5
2015
Q2 		$2.8M Sell
27,445
-628
-2% -$64.7K 3.37% 3
2015
Q1 		$2.9M Buy
28,073
+192
+0.7% +$19.4K 3.18% 6
2014
Q4 		$2.83M Buy
+27,881
New +$2.73M 3.26% 7

Other funds holding IWN

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $13.1B 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 $26B AUM
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Investment Partners's IWN Position: Q1 2026 in Review

Investment Partners reduced its iShares Russell 2000 Value ETF (IWN) stake by 2.5% in Q1 2026, selling an estimated $85K and leaving 17,194 shares worth $3.26M. The position accounts for 1.16% of the portfolio, ranked #23.

Investment Partners first reported a position in IWN in Q4 2014 and has held it in 46 quarters since. The position peaked at $4.6M in Q2 2018. 1,030 funds tracked by Wall St. Rank hold IWN as of Q1 2026.

  • Investment Partners held 17,194 shares of iShares Russell 2000 Value ETF worth $3.26M as of Q1 2026.
  • Investment Partners sold 439 iShares Russell 2000 Value ETF shares in Q1 2026, an estimated $85K.
  • iShares Russell 2000 Value ETF made up 1.16% of Investment Partners's portfolio in Q1 2026, its #23 holding.
  • Investment Partners first reported a position in iShares Russell 2000 Value ETF in Q4 2014 and has held it in 46 quarters since.
  • Investment Partners's iShares Russell 2000 Value ETF position peaked at $4.6M in Q2 2018.
  • 1,030 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q1 2026.

Based on Investment Partners's 13F filing for Q1 2026, filed 5 May 2026.