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

Kings Path 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 		$18.8K Hold
85
– – 0.01% 224
2026
Q1 		$15.4K Hold
85
– – 0.01% 217
2025
Q4 		$15.4K Hold
85
– – 0.01% 217
2025
Q3 		$15K Hold
85
– – 0.01% 221
2025
Q2 		$13.4K Hold
85
– – 0.01% 215
2025
Q1 		$12.8K Hold
85
– – 0.01% 209
2024
Q4 		$14K Sell
85
-27
-24% -$4.61K 0.01% 228
2024
Q3 		$18.7K Hold
112
– – 0.01% 220
2024
Q2 		$17.1K Buy
+112
New +$17.1K 0.01% 204

Other funds holding IWN

VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
HWA
Hillcrest Wealth Advisors Hazlet, New Jersey $279M AUM 21.72% 1-Year Est. Return
LFWA
LBJ Family Wealth Advisors Austin, Texas $196M AUM 22.12% 1-Year Est. Return
HIA
Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return
FHC
First Horizon Corporation Memphis, Tennessee $2.6B AUM 23.72% 1-Year Est. Return

Kings Path Partners's IWN Position: Q2 2026 in Review

Kings Path Partners held its iShares Russell 2000 Value ETF (IWN) position steady in Q2 2026 at 85 shares worth $18.8K. The position accounts for 0.01% of the portfolio, ranked #224.

Kings Path Partners first reported a position in IWN in Q2 2024 and has held it in 9 quarters since. 233 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

  • Kings Path Partners held 85 shares of iShares Russell 2000 Value ETF worth $18.8K as of Q2 2026.
  • Kings Path Partners left its iShares Russell 2000 Value ETF share count unchanged in Q2 2026.
  • iShares Russell 2000 Value ETF made up 0.01% of Kings Path Partners's portfolio in Q2 2026, its #224 holding.
  • Kings Path Partners first reported a position in iShares Russell 2000 Value ETF in Q2 2024 and has held it in 9 quarters since.
  • 233 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

Based on Kings Path Partners's 13F filing for Q2 2026, filed 14 Jul 2026.