Peloton Wealth Strategists’s iShares Russell 2000 Value ETF IWN Stock Holding History

Peloton Wealth Strategists’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	-10,799	Closed	-$1.96M	–	92
2025 Q4	$1.96M	Buy	10,799 +99	+0.9%	+$17.8K	0.76%	46
2025 Q3	$1.89M	Sell	10,700 -574	-5%	-$96.9K	0.74%	50
2025 Q2	$1.78M	Buy	11,274 +825	+8%	+$123K	0.71%	52
2025 Q1	$1.58M	Buy	+10,449	New	+$1.69M	0.66%	54
2020 Q4	–	Sell	-17,256	Closed	-$1.71M	–	81
2020 Q3	$1.71M	Sell	17,256 -608	-3%	-$61.8K	0.96%	40
2020 Q2	$1.74M	Buy	17,864 +2,303	+15%	+$209K	1.1%	36
2020 Q1	$1.28M	Buy	15,561 +2,911	+23%	+$327K	1.04%	44
2019 Q4	$1.63M	Sell	12,650 -456	-3%	-$56.4K	0.99%	41
2019 Q3	$1.56M	Buy	13,106 +221	+2%	+$26.1K	1%	41
2019 Q2	$1.55M	Buy	12,885 +409	+3%	+$49.4K	1.04%	42
2019 Q1	$1.5M	Buy	+12,476	New	+$1.49M	1.04%	41

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

Peloton Wealth Strategists's IWN Position: Q1 2026 in Review

Peloton Wealth Strategists sold out of iShares Russell 2000 Value ETF (IWN) in Q1 2026, closing a stake of 10,799 shares — an estimated $1.96M sold.

Peloton Wealth Strategists first reported a position in IWN in Q1 2019 and held it in 11 quarters. The position peaked at $1.96M in Q4 2025. 1,028 funds tracked by Wall St. Rank hold IWN as of Q1 2026.

Peloton Wealth Strategists reported no remaining iShares Russell 2000 Value ETF position as of Q1 2026 after selling out during the quarter.
Peloton Wealth Strategists sold 10,799 iShares Russell 2000 Value ETF shares in Q1 2026, an estimated $1.96M.
Peloton Wealth Strategists first reported a position in iShares Russell 2000 Value ETF in Q1 2019 and held it in 11 quarters.
Peloton Wealth Strategists's iShares Russell 2000 Value ETF position peaked at $1.96M in Q4 2025.
1,028 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q1 2026.

Based on Peloton Wealth Strategists's 13F filing for Q1 2026, filed 14 May 2026.