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

&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	$3.52M	Buy	15,925 +3,017	+23%	+$632K	0.01%	739
2026 Q1	$2.48M	Sell	12,908 -4,546	-26%	-$880K	0.01%	811
2025 Q4	$3.16M	Buy	17,454 +6,572	+60%	+$1.18M	0.02%	660
2025 Q3	$1.92M	Buy	10,882 +1,789	+20%	+$302K	0.01%	775
2025 Q2	$1.43M	Sell	9,093 -614	-6%	-$91.4K	0.01%	812
2025 Q1	$1.47M	Buy	9,707 +2,242	+30%	+$362K	0.02%	664
2024 Q4	$1.74M	Buy	7,465 +3,639	+95%	+$621K	0.02%	557
2024 Q3	$638K	Buy	3,826 +2,040	+114%	+$331K	0.01%	756
2024 Q2	$272K	Buy	+1,786	New	+$273K	0.01%	745

Other funds holding IWN

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

&Partners's IWN Position: Q2 2026 in Review

&Partners increased its iShares Russell 2000 Value ETF (IWN) stake by 23% in Q2 2026, buying an estimated $632K and bringing the position to 15,925 shares worth $3.52M. The position accounts for 0.01% of the portfolio, ranked #739.

&Partners first reported a position in IWN in Q2 2024 and has held it in 9 quarters since. 1,078 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

&Partners held 15,925 shares of iShares Russell 2000 Value ETF worth $3.52M as of Q2 2026.
&Partners bought 3,017 iShares Russell 2000 Value ETF shares in Q2 2026, an estimated $632K.
iShares Russell 2000 Value ETF made up 0.01% of &Partners's portfolio in Q2 2026, its #739 holding.
&Partners first reported a position in iShares Russell 2000 Value ETF in Q2 2024 and has held it in 9 quarters since.
1,078 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.