Park Square Financial Group’s iShares Russell 2000 Value ETF IWN Stock Holding History

Park Square Financial Group’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	–	Sell	-54	Closed	-$8.87K	–	288
2025 Q4	$8.87K	Sell	54 -8	-13%	-$1.44K	0.05%	156
2025 Q3	$11K	Sell	62 -38	-38%	-$6.42K	0.05%	151
2025 Q2	$15.8K	Hold	100	–	–	0.01%	510
2025 Q1	$15.1K	Sell	100 -83	-45%	-$13.4K	0.01%	504
2024 Q4	$30K	Buy	+183	New	+$31.2K	0.02%	354

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

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 $16.5B AUM 19.94% 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 Pittsburgh, Pennsylvania $173B AUM 20.72% 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

Park Square Financial Group's IWN Position: Q1 2026 in Review

Park Square Financial Group sold out of iShares Russell 2000 Value ETF (IWN) in Q1 2026, closing a stake of 54 shares — an estimated $8.87K sold.

Park Square Financial Group first reported a position in IWN in Q4 2024 and held it in 5 quarters. The position peaked at $30K in Q4 2024. 1,028 funds tracked by Wall St. Rank hold IWN as of Q1 2026.

Park Square Financial Group reported no remaining iShares Russell 2000 Value ETF position as of Q1 2026 after selling out during the quarter.
Park Square Financial Group sold 54 iShares Russell 2000 Value ETF shares in Q1 2026, an estimated $8.87K.
Park Square Financial Group first reported a position in iShares Russell 2000 Value ETF in Q4 2024 and held it in 5 quarters.
Park Square Financial Group's iShares Russell 2000 Value ETF position peaked at $30K in Q4 2024.
1,028 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q1 2026.

Based on Park Square Financial Group's 13F filing for Q1 2026, filed 13 May 2026.