PWP
IWN icon

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

Perfromance Wealth 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 		$1.22M Sell
6,431
-459
-7% -$88.8K 0.04% 81
2025
Q4 		$1.25M Hold
6,890
– – 0.03% 71
2025
Q3 		$1.22M Sell
6,890
-167
-2% -$28.2K 0.03% 66
2025
Q2 		$1.11M Buy
7,057
+422
+6% +$62.8K 0.04% 66
2025
Q1 		$1M Buy
6,635
+122
+2% +$19.7K 0.04% 61
2024
Q4 		$1.07M Sell
6,513
-201
-3% -$34.3K 0.03% 62
2024
Q3 		$1.12M Buy
6,714
+2,565
+62% +$417K 0.04% 62
2024
Q2 		$632K Sell
4,149
-669
-14% -$102K 0.02% 75
2024
Q1 		$765K Sell
4,818
-356
-7% -$53.9K 0.03% 71
2023
Q4 		$804K Sell
5,174
-309
-6% -$42.8K 0.04% 79
2023
Q3 		$743K Sell
5,483
-125
-2% -$17.9K 0.04% 84
2023
Q2 		$787K Sell
5,608
-403
-7% -$54.5K 0.04% 90
2023
Q1 		$824K Sell
6,011
-298
-5% -$43.2K 0.04% 86
2022
Q4 		$875K Sell
6,309
-278
-4% -$39.2K 0.05% 78
2022
Q3 		$849K Sell
6,587
-25
-0.4% -$3.61K 0.05% 74
2022
Q2 		$900K Sell
6,612
-500
-7% -$74.4K 0.05% 74
2022
Q1 		$1.15M Hold
7,112
– – 0.05% 70
2021
Q4 		$1.18M Buy
+7,112
New +$1.19M 0.05% 77

Other funds holding IWN

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
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
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Perfromance Wealth Partners's IWN Position: Q1 2026 in Review

Perfromance Wealth Partners reduced its iShares Russell 2000 Value ETF (IWN) stake by 6.7% in Q1 2026, selling an estimated $88.8K and leaving 6,431 shares worth $1.22M. The position accounts for 0.04% of the portfolio, ranked #81.

Perfromance Wealth Partners first reported a position in IWN in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.25M in Q4 2025. 1,028 funds tracked by Wall St. Rank hold IWN as of Q1 2026.

  • Perfromance Wealth Partners held 6,431 shares of iShares Russell 2000 Value ETF worth $1.22M as of Q1 2026.
  • Perfromance Wealth Partners sold 459 iShares Russell 2000 Value ETF shares in Q1 2026, an estimated $88.8K.
  • iShares Russell 2000 Value ETF made up 0.04% of Perfromance Wealth Partners's portfolio in Q1 2026, its #81 holding.
  • Perfromance Wealth Partners first reported a position in iShares Russell 2000 Value ETF in Q4 2021 and has held it in 18 quarters since.
  • Perfromance Wealth Partners's iShares Russell 2000 Value ETF position peaked at $1.25M in Q4 2025.
  • 1,028 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q1 2026.

Based on Perfromance Wealth Partners's 13F filing for Q1 2026, filed 10 Apr 2026.