Premier Path Wealth Partners
IWN icon

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

Premier Path 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
Q3 		$406K Sell
1,940
-8
-0.4% -$1.77K 0.05% 293
2026
Q2 		$431K Sell
1,948
-47
-2% -$9.8K 0.05% 294
2026
Q1 		$378K Sell
1,995
-223
-10% -$43.2K 0.05% 313
2025
Q4 		$402K Sell
2,218
-19
-0.8% -$3.41K 0.05% 278
2025
Q3 		$396K Sell
2,237
-5
-0.2% -$844 0.05% 292
2025
Q2 		$354K Sell
2,242
-732
-25% -$109K 0.05% 297
2025
Q1 		$449K Sell
2,974
-175
-6% -$28.3K 0.07% 245
2024
Q4 		$517K Hold
3,149
– – 0.08% 228
2024
Q3 		$525K Sell
3,149
-129
-4% -$21K 0.08% 229
2024
Q2 		$499K Sell
3,278
-116
-3% -$17.7K 0.09% 224
2024
Q1 		$539K Sell
3,394
-597
-15% -$90.4K 0.1% 199
2023
Q4 		$620K Buy
+3,991
New +$553K 0.14% 165

Other funds holding IWN

D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Cassaday & Co Wealth Management
Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
Badgley Phelps Wealth Managers
Badgley Phelps Wealth Managers Seattle, Washington $5.8B AUM 25.34% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Choreo LLC
Choreo LLC Rockford, Illinois $9.7B AUM 18.43% 1-Year Est. Return
Stephens Group Asset Management
Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return

Premier Path Wealth Partners's IWN Position: Q3 2026 in Review

Premier Path Wealth Partners reduced its iShares Russell 2000 Value ETF (IWN) stake by 0.41% in Q3 2026, selling an estimated $1.77K and leaving 1,940 shares worth $406K. The position accounts for 0.05% of the portfolio, ranked #293.

Premier Path Wealth Partners first reported a position in IWN in Q4 2023 and has held it in 12 quarters since. The position peaked at $620K in Q4 2023. 697 funds tracked by Wall St. Rank hold IWN as of Q3 2026.

  • Premier Path Wealth Partners held 1,940 shares of iShares Russell 2000 Value ETF worth $406K as of Q3 2026.
  • Premier Path Wealth Partners sold 8 iShares Russell 2000 Value ETF shares in Q3 2026, an estimated $1.77K.
  • iShares Russell 2000 Value ETF made up 0.05% of Premier Path Wealth Partners's portfolio in Q3 2026, its #293 holding.
  • Premier Path Wealth Partners first reported a position in iShares Russell 2000 Value ETF in Q4 2023 and has held it in 12 quarters since.
  • Premier Path Wealth Partners's iShares Russell 2000 Value ETF position peaked at $620K in Q4 2023.
  • 697 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q3 2026.

Based on Premier Path Wealth Partners's 13F filing for Q3 2026, filed 16 Oct 2026.