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

ORG 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
2025 Q4	$3.92K	Hold	21	–	–	﹤0.01%	1286
2025 Q3	$3.8K	Hold	21	–	–	﹤0.01%	1193
2025 Q2	$3.44K	Hold	21	–	–	﹤0.01%	1110
2025 Q1	$3.21K	Sell	21 -36	-63%	-$5.82K	﹤0.01%	1007
2024 Q4	$9.4K	Hold	57	–	–	﹤0.01%	907
2024 Q3	$9.54K	Buy	57 +36	+171%	+$5.85K	﹤0.01%	792
2024 Q2	$3.17K	Buy	+21	New	+$3.21K	﹤0.01%	1458
2024 Q1	–	Sell	-58	Closed	-$9.01K	–	805
2023 Q4	$9.01K	Buy	+58	New	+$8.03K	﹤0.01%	773
2023 Q3	–	Sell	-37	Closed	-$5.25K	–	1490
2023 Q2	$5.25K	Buy	+37	New	+$5K	﹤0.01%	1061

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

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

ORG Partners's IWN Position: Q4 2025 in Review

ORG Partners held its iShares Russell 2000 Value ETF (IWN) position steady in Q4 2025 at 21 shares worth $3.92K. The position accounts for ﹤0.01% of the portfolio, ranked #1286.

ORG Partners first reported a position in IWN in Q2 2023 and has held it in 9 quarters since. The position peaked at $9.54K in Q3 2024. 1,042 funds tracked by Wall St. Rank hold IWN as of Q4 2025.

ORG Partners held 21 shares of iShares Russell 2000 Value ETF worth $3.92K as of Q4 2025.
ORG Partners left its iShares Russell 2000 Value ETF share count unchanged in Q4 2025.
iShares Russell 2000 Value ETF made up ﹤0.01% of ORG Partners's portfolio in Q4 2025, its #1286 holding.
ORG Partners first reported a position in iShares Russell 2000 Value ETF in Q2 2023 and has held it in 9 quarters since.
ORG Partners's iShares Russell 2000 Value ETF position peaked at $9.54K in Q3 2024.
1,042 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q4 2025.

Based on ORG Partners's 13F filing for Q4 2025, filed 14 Jan 2026.