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

MYCIO 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 Q3	$536K	Buy	2,559 +11	+0.4%	+$2.43K	0.1%	31
2026 Q2	$564K	Buy	2,548 +113	+5%	+$23.7K	0.11%	32
2026 Q1	$462K	Buy	2,435 +7	+0.3%	+$1.36K	0.09%	34
2025 Q4	$440K	Buy	2,428 +14	+0.6%	+$2.52K	0.09%	31
2025 Q3	$427K	Buy	2,414 +11	+0.5%	+$1.86K	0.1%	31
2025 Q2	$379K	Sell	2,403 -1,292	-35%	-$192K	0.09%	35
2025 Q1	$558K	Sell	3,695 -1,510	-29%	-$244K	0.13%	31
2024 Q4	$855K	Buy	5,205 +22	+0.4%	+$3.75K	0.2%	27
2024 Q3	$865K	Buy	5,183 +23	+0.4%	+$3.74K	0.2%	29
2024 Q2	$786K	Buy	5,160 +19	+0.4%	+$2.91K	0.2%	29
2024 Q1	$816K	Buy	5,141 +16	+0.3%	+$2.42K	0.21%	30
2023 Q4	$796K	Buy	5,125 +38	+0.7%	+$5.26K	0.22%	28
2023 Q3	$690K	Buy	5,087 +16	+0.3%	+$2.29K	0.21%	30
2023 Q2	$714K	Buy	5,071 +19	+0.4%	+$2.57K	0.22%	29
2023 Q1	$692K	Buy	5,052 +21	+0.4%	+$3.04K	0.24%	29
2022 Q4	$698K	Buy	5,031 +2,316	+85%	+$327K	0.23%	29
2022 Q3	$350K	Hold	2,715	–	–	0.14%	29
2022 Q2	$370K	Buy	2,715 +8	+0.3%	+$1.19K	0.14%	27
2022 Q1	$437K	Buy	2,707 +6	+0.2%	+$957	0.14%	31
2021 Q4	$448K	Buy	2,701 +20	+0.7%	+$3.33K	0.15%	27
2021 Q3	$430K	Hold	2,681	–	–	0.16%	27
2021 Q2	$444K	Buy	2,681 +9	+0.3%	+$1.48K	0.18%	26
2021 Q1	$426K	Hold	2,672	–	–	0.19%	25
2020 Q4	$352K	Buy	2,672 +10	+0.4%	+$1.18K	0.19%	25
2020 Q3	$264K	Buy	2,662 +10	+0.4%	+$1.02K	0.18%	24
2020 Q2	$258K	Buy	2,652 +19	+0.7%	+$1.73K	0.18%	24
2020 Q1	$216K	Sell	2,633 -2,984	-53%	-$335K	0.15%	23
2019 Q4	$722K	Buy	5,617 +740	+15%	+$91.5K	0.05%	154
2019 Q3	$583K	Buy	4,877 +290	+6%	+$34.3K	0.04%	161
2019 Q2	$553K	Sell	4,587 -283	-6%	-$34.2K	0.04%	159
2019 Q1	$584K	Buy	4,870 +7	+0.1%	+$836	0.05%	145
2018 Q4	$523K	Buy	4,863 +674	+16%	+$81.1K	0.05%	147
2018 Q3	$557K	Buy	4,189 +7	+0.2%	+$943	0.05%	143
2018 Q2	$552K	Buy	4,182 +92	+2%	+$11.9K	0.06%	143
2018 Q1	$499K	Sell	4,090 -285	-7%	-$35.7K	0.06%	131
2017 Q4	$552K	Buy	4,375 +24	+0.6%	+$3K	0.06%	128
2017 Q3	$540K	Buy	4,351 +298	+7%	+$35.1K	0.06%	129
2017 Q2	$482K	Sell	4,053 -1,316	-25%	-$155K	0.06%	131
2017 Q1	$634K	Buy	5,369 +815	+18%	+$96.7K	0.08%	118
2016 Q4	$542K	Buy	+4,554	New	+$503K	0.07%	117
2015 Q4	–	Sell	-74	Closed	-$7K	–	773
2015 Q3	$7K	Buy	+74	New	+$7.1K	﹤0.01%	609
2014 Q3	–	Sell	-85	Closed	-$9K	–	639
2014 Q2	$9K	Hold	85	–	–	﹤0.01%	480
2014 Q1	$9K	Hold	85	–	–	﹤0.01%	477
2013 Q4	$8K	Buy	+85	New	+$8.12K	﹤0.01%	466

Other funds holding IWN

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

TIAA Wealth Investment Management New York $16.6B AUM

M&T Bank Buffalo, New York $34.1B AUM 21.87% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

TIAA-CREF Individual & Institutional Services New York $29.5B AUM

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return

MYCIO Wealth Partners's IWN Position: Q3 2026 in Review

MYCIO Wealth Partners increased its iShares Russell 2000 Value ETF (IWN) stake by 0.43% in Q3 2026, buying an estimated $2.43K and bringing the position to 2,559 shares worth $536K. The position accounts for 0.1% of the portfolio, ranked #31.

MYCIO Wealth Partners first reported a position in IWN in Q4 2013 and has held it in 44 quarters since. The position peaked at $865K in Q3 2024. 966 funds tracked by Wall St. Rank hold IWN as of Q3 2026.

MYCIO Wealth Partners held 2,559 shares of iShares Russell 2000 Value ETF worth $536K as of Q3 2026.
MYCIO Wealth Partners bought 11 iShares Russell 2000 Value ETF shares in Q3 2026, an estimated $2.43K.
iShares Russell 2000 Value ETF made up 0.1% of MYCIO Wealth Partners's portfolio in Q3 2026, its #31 holding.
MYCIO Wealth Partners first reported a position in iShares Russell 2000 Value ETF in Q4 2013 and has held it in 44 quarters since.
MYCIO Wealth Partners's iShares Russell 2000 Value ETF position peaked at $865K in Q3 2024.
966 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q3 2026.

Based on MYCIO Wealth Partners's 13F filing for Q3 2026, filed 4 Nov 2026.