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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
Q2 		$564K Buy
2,548
+113
+5% +$23.7K 0.11% 32
2026
Q1 		$462K Buy
2,435
+7
+0.3% +$1.35K 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% +$1.49K 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

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 29.18% 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

MYCIO Wealth Partners's IWN Position: Q2 2026 in Review

MYCIO Wealth Partners increased its iShares Russell 2000 Value ETF (IWN) stake by 4.6% in Q2 2026, buying an estimated $23.7K and bringing the position to 2,548 shares worth $564K. The position accounts for 0.11% of the portfolio, ranked #32.

MYCIO Wealth Partners first reported a position in IWN in Q4 2013 and has held it in 43 quarters since. The position peaked at $865K in Q3 2024. 1,080 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

  • MYCIO Wealth Partners held 2,548 shares of iShares Russell 2000 Value ETF worth $564K as of Q2 2026.
  • MYCIO Wealth Partners bought 113 iShares Russell 2000 Value ETF shares in Q2 2026, an estimated $23.7K.
  • iShares Russell 2000 Value ETF made up 0.11% of MYCIO Wealth Partners's portfolio in Q2 2026, its #32 holding.
  • MYCIO Wealth Partners first reported a position in iShares Russell 2000 Value ETF in Q4 2013 and has held it in 43 quarters since.
  • MYCIO Wealth Partners's iShares Russell 2000 Value ETF position peaked at $865K in Q3 2024.
  • 1,080 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

Based on MYCIO Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.