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

Peachtree Investment 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	$15.2K	Buy	69 +1	+1%	+$209	﹤0.01%	129
2026 Q1	$13K	Hold	68	–	–	﹤0.01%	115
2025 Q4	$12.4K	Hold	68	–	–	﹤0.01%	115
2025 Q3	$12K	Hold	68	–	–	﹤0.01%	115
2025 Q2	$10.7K	Buy	68 +1	+1%	+$149	﹤0.01%	116
2025 Q1	$10.1K	Hold	67	–	–	﹤0.01%	114
2024 Q4	$11K	Hold	67	–	–	﹤0.01%	98
2024 Q3	$11.2K	Buy	+67	New	+$10.9K	﹤0.01%	103

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 29.2% 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

Peachtree Investment Partners's IWN Position: Q2 2026 in Review

Peachtree Investment Partners increased its iShares Russell 2000 Value ETF (IWN) stake by 1.5% in Q2 2026, buying an estimated $209 and bringing the position to 69 shares worth $15.2K. The position accounts for ﹤0.01% of the portfolio, ranked #129.

Peachtree Investment Partners first reported a position in IWN in Q3 2024 and has held it in 8 quarters since. 1,074 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

Peachtree Investment Partners held 69 shares of iShares Russell 2000 Value ETF worth $15.2K as of Q2 2026.
Peachtree Investment Partners bought 1 iShares Russell 2000 Value ETF share in Q2 2026, an estimated $209.
iShares Russell 2000 Value ETF made up ﹤0.01% of Peachtree Investment Partners's portfolio in Q2 2026, its #129 holding.
Peachtree Investment Partners first reported a position in iShares Russell 2000 Value ETF in Q3 2024 and has held it in 8 quarters since.
1,074 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

Based on Peachtree Investment Partners's 13F filing for Q2 2026, filed 6 Aug 2026.