&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 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 $1.37T 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

&Partners's IWN Position: Q1 2026 in Review

&Partners reduced its iShares Russell 2000 Value ETF (IWN) stake by 26% in Q1 2026, selling an estimated $880K and leaving 12,908 shares worth $2.48M. The position accounts for 0.01% of the portfolio, ranked #811.

&Partners first reported a position in IWN in Q2 2024 and has held it in 8 quarters since. The position peaked at $3.16M in Q4 2025. 1,029 funds tracked by Wall St. Rank hold IWN as of Q1 2026.

&Partners held 12,908 shares of iShares Russell 2000 Value ETF worth $2.48M as of Q1 2026.
&Partners sold 4,546 iShares Russell 2000 Value ETF shares in Q1 2026, an estimated $880K.
iShares Russell 2000 Value ETF made up 0.01% of &Partners's portfolio in Q1 2026, its #811 holding.
&Partners first reported a position in iShares Russell 2000 Value ETF in Q2 2024 and has held it in 8 quarters since.
&Partners's iShares Russell 2000 Value ETF position peaked at $3.16M in Q4 2025.
1,029 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q1 2026.

Based on &Partners's 13F filing for Q1 2026, filed 15 May 2026.