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

Paragon Financial 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
Q1 		$1.07M Sell
5,291
-62
-1% -$12K 0.61% 29
2025
Q4 		$970K Buy
5,353
+17
+0.3% +$3.05K 0.6% 29
2025
Q3 		$944K Buy
5,336
+10
+0.2% +$1.69K 0.6% 28
2025
Q2 		$840K Buy
5,326
+10
+0.2% +$1.49K 0.57% 28
2025
Q1 		$803K Buy
5,316
+5
+0.1% +$808 0.63% 26
2024
Q4 		$872K Sell
5,311
-445
-8% -$75.9K 0.66% 27
2024
Q3 		$960K Buy
5,756
+3,198
+125% +$520K 0.7% 27
2024
Q2 		$390K Buy
2,558
+1,007
+65% +$154K 0.3% 53
2024
Q1 		$246K Buy
1,551
+1
+0.1% +$151 0.2% 75
2023
Q4 		$241K Sell
1,550
-307
-17% -$42.5K 0.23% 74
2023
Q3 		$252K Buy
1,857
+102
+6% +$14.6K 0.26% 68
2023
Q2 		$247K Buy
1,755
+4
+0.2% +$541 0.23% 71
2023
Q1 		$240K Buy
1,751
+4
+0.2% +$580 0.25% 73
2022
Q4 		$242K Sell
1,747
-198
-10% -$28K 0.27% 69
2022
Q3 		$251K Sell
1,945
-247
-11% -$35.7K 0.28% 63
2022
Q2 		$298K Buy
2,192
+4
+0.2% +$595 0.31% 61
2022
Q1 		$353K Buy
2,188
+3
+0.1% +$478 0.31% 62
2021
Q4 		$363K Buy
+2,185
New +$364K 0.3% 61

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $13.1B 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 $26B AUM
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Paragon Financial Partners's IWN Position: Q1 2026 in Review

Paragon Financial Partners reduced its iShares Russell 2000 Value ETF (IWN) stake by 1.2% in Q1 2026, selling an estimated $12K and leaving 5,291 shares worth $1.07M. The position accounts for 0.61% of the portfolio, ranked #29.

Paragon Financial Partners first reported a position in IWN in Q4 2021 and has held it in 18 quarters since. 1,030 funds tracked by Wall St. Rank hold IWN as of Q1 2026.

  • Paragon Financial Partners held 5,291 shares of iShares Russell 2000 Value ETF worth $1.07M as of Q1 2026.
  • Paragon Financial Partners sold 62 iShares Russell 2000 Value ETF shares in Q1 2026, an estimated $12K.
  • iShares Russell 2000 Value ETF made up 0.61% of Paragon Financial Partners's portfolio in Q1 2026, its #29 holding.
  • Paragon Financial Partners first reported a position in iShares Russell 2000 Value ETF in Q4 2021 and has held it in 18 quarters since.
  • 1,030 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q1 2026.

Based on Paragon Financial Partners's 13F filing for Q1 2026, filed 17 Apr 2026.