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

LMG Wealth 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	$2.5M	Hold	13,166	–	–	0.45%	65
2025 Q4	$2.39M	Sell	13,166 -883	-6%	-$159K	0.45%	65
2025 Q3	$2.48M	Buy	14,049 +11,657	+487%	+$1.97M	0.46%	63
2025 Q2	$377K	Hold	2,392	–	–	0.08%	108
2025 Q1	$361K	Hold	2,392	–	–	0.08%	107
2024 Q4	$393K	Hold	2,392	–	–	0.09%	100
2024 Q3	$399K	Hold	2,392	–	–	0.09%	95
2024 Q2	$364K	Hold	2,392	–	–	0.09%	97
2024 Q1	$380K	Hold	2,392	–	–	0.1%	98
2023 Q4	$372K	Hold	2,392	–	–	0.1%	81
2023 Q3	$324K	Hold	2,392	–	–	0.1%	83
2023 Q2	$337K	Hold	2,392	–	–	0.1%	85
2023 Q1	$328K	Hold	2,392	–	–	0.11%	87
2022 Q4	$354K	Buy	+2,392	New	+$338K	0.12%	84

Other funds holding IWN

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 $16.5B AUM 19.94% 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 Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

LMG Wealth Partners's IWN Position: Q1 2026 in Review

LMG Wealth Partners held its iShares Russell 2000 Value ETF (IWN) position steady in Q1 2026 at 13,166 shares worth $2.5M. The position accounts for 0.45% of the portfolio, ranked #65.

LMG Wealth Partners first reported a position in IWN in Q4 2022 and has held it in 14 quarters since. 1,028 funds tracked by Wall St. Rank hold IWN as of Q1 2026.

LMG Wealth Partners held 13,166 shares of iShares Russell 2000 Value ETF worth $2.5M as of Q1 2026.
LMG Wealth Partners left its iShares Russell 2000 Value ETF share count unchanged in Q1 2026.
iShares Russell 2000 Value ETF made up 0.45% of LMG Wealth Partners's portfolio in Q1 2026, its #65 holding.
LMG Wealth Partners first reported a position in iShares Russell 2000 Value ETF in Q4 2022 and has held it in 14 quarters since.
1,028 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q1 2026.

Based on LMG Wealth Partners's 13F filing for Q1 2026, filed 17 Apr 2026.