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Palacios Wealth Management’s iShares Russell 2000 Value ETF IWN Stock Holding History

Palacios Wealth Management’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
Q2 		– Sell
-1,157
Closed -$228K – 73
2025
Q1 		$228K Buy
+1,157
New +$187K 0.17% 58

Other funds holding IWN

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Palacios Wealth Management's IWN Position: Q2 2025 in Review

Palacios Wealth Management sold out of iShares Russell 2000 Value ETF (IWN) in Q2 2025, closing a stake of 1,157 shares — an estimated $228K sold.

Palacios Wealth Management first reported a position in IWN in Q1 2025 and held it in 1 quarter. The position peaked at $228K in Q1 2025. 963 funds tracked by Wall St. Rank hold IWN as of Q2 2025.

  • Palacios Wealth Management reported no remaining iShares Russell 2000 Value ETF position as of Q2 2025 after selling out during the quarter.
  • Palacios Wealth Management sold 1,157 iShares Russell 2000 Value ETF shares in Q2 2025, an estimated $228K.
  • Palacios Wealth Management first reported a position in iShares Russell 2000 Value ETF in Q1 2025 and held it in 1 quarter.
  • Palacios Wealth Management's iShares Russell 2000 Value ETF position peaked at $228K in Q1 2025.
  • 963 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2025.

Based on Palacios Wealth Management's 13F filing for Q2 2025, filed 14 Jul 2025.