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

NorthRock 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 		$1.14M Sell
5,136
-100
-2% -$20.9K 0.02% 286
2026
Q1 		$993K Buy
5,236
+208
+4% +$40.3K 0.02% 305
2025
Q4 		$911K Buy
5,028
+1,094
+28% +$197K 0.02% 288
2025
Q3 		$696K Sell
3,934
-593
-13% -$100K 0.01% 433
2025
Q2 		$714K Buy
4,527
+1,781
+65% +$265K 0.02% 312
2025
Q1 		$415K Sell
2,746
-344
-11% -$55.6K 0.01% 396
2024
Q4 		$507K Buy
3,090
+103
+3% +$17.6K 0.02% 355
2024
Q3 		$498K Hold
2,987
– – 0.02% 370
2024
Q2 		$455K Hold
2,987
– – 0.02% 363
2024
Q1 		$474K Hold
2,987
– – 0.02% 365
2023
Q4 		$464K Buy
+2,987
New +$414K 0.02% 341

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

NorthRock Partners's IWN Position: Q2 2026 in Review

NorthRock Partners reduced its iShares Russell 2000 Value ETF (IWN) stake by 1.9% in Q2 2026, selling an estimated $20.9K and leaving 5,136 shares worth $1.14M. The position accounts for 0.02% of the portfolio, ranked #286.

NorthRock Partners first reported a position in IWN in Q4 2023 and has held it in 11 quarters since. 1,080 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

  • NorthRock Partners held 5,136 shares of iShares Russell 2000 Value ETF worth $1.14M as of Q2 2026.
  • NorthRock Partners sold 100 iShares Russell 2000 Value ETF shares in Q2 2026, an estimated $20.9K.
  • iShares Russell 2000 Value ETF made up 0.02% of NorthRock Partners's portfolio in Q2 2026, its #286 holding.
  • NorthRock Partners first reported a position in iShares Russell 2000 Value ETF in Q4 2023 and has held it in 11 quarters since.
  • 1,080 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

Based on NorthRock Partners's 13F filing for Q2 2026, filed 11 Aug 2026.