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

PrairieView 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
2025 Q2	$4K	Hold	31	–	–	﹤0.01%	320
2025 Q1	$4K	Hold	31	–	–	﹤0.01%	311
2024 Q4	$5K	Hold	31	–	–	﹤0.01%	313
2024 Q3	$5K	Buy	31 +1	+3%	+$162	﹤0.01%	306
2024 Q2	$4K	Hold	30	–	–	﹤0.01%	325
2024 Q1	$5K	Hold	30	–	–	﹤0.01%	308
2023 Q4	$5K	Hold	30	–	–	﹤0.01%	302
2023 Q3	$4K	Hold	30	–	–	﹤0.01%	324
2023 Q2	$4K	Hold	30	–	–	﹤0.01%	375
2023 Q1	$4K	Hold	30	–	–	﹤0.01%	351
2022 Q4	$4K	Sell	30 -13	-30%	-$1.83K	﹤0.01%	385
2022 Q3	$6K	Sell	43 -11	-20%	-$1.59K	﹤0.01%	345
2022 Q2	$7K	Hold	54	–	–	﹤0.01%	352
2022 Q1	$9K	Sell	54 -22	-29%	-$3.51K	﹤0.01%	335
2021 Q4	$13K	Hold	76	–	–	﹤0.01%	311
2021 Q3	$12K	Hold	76	–	–	﹤0.01%	263
2021 Q2	$13K	Sell	76 -1	-1%	-$165	﹤0.01%	254
2021 Q1	$12K	Sell	77 -72	-48%	-$10.9K	﹤0.01%	257
2020 Q4	$20K	Sell	149 -29	-16%	-$3.42K	﹤0.01%	206
2020 Q3	$18K	Hold	178	–	–	﹤0.01%	207
2020 Q2	$17K	Sell	178 -27	-13%	-$2.46K	﹤0.01%	204
2020 Q1	$17K	Buy	+205	New	+$23K	﹤0.01%	191

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

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

PrairieView Partners's IWN Position: Q2 2025 in Review

PrairieView Partners held its iShares Russell 2000 Value ETF (IWN) position steady in Q2 2025 at 31 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #320.

PrairieView Partners first reported a position in IWN in Q1 2020 and has held it in 22 quarters since. The position peaked at $20K in Q4 2020. 963 funds tracked by Wall St. Rank hold IWN as of Q2 2025.

PrairieView Partners held 31 shares of iShares Russell 2000 Value ETF worth $4K as of Q2 2025.
PrairieView Partners left its iShares Russell 2000 Value ETF share count unchanged in Q2 2025.
iShares Russell 2000 Value ETF made up ﹤0.01% of PrairieView Partners's portfolio in Q2 2025, its #320 holding.
PrairieView Partners first reported a position in iShares Russell 2000 Value ETF in Q1 2020 and has held it in 22 quarters since.
PrairieView Partners's iShares Russell 2000 Value ETF position peaked at $20K in Q4 2020.
963 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2025.

Based on PrairieView Partners's 13F filing for Q2 2025, filed 25 Jul 2025.