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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
Q2 		$431K Sell
1,948
-47
-2% -$9.84K 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

DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
WF
WoodTrust Financial Wisconsin Rapids, Wisconsin $842M AUM 28.01% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

Premier Path Wealth Partners's IWN Position: Q2 2026 in Review

Premier Path Wealth Partners reduced its iShares Russell 2000 Value ETF (IWN) stake by 2.4% in Q2 2026, selling an estimated $9.84K and leaving 1,948 shares worth $431K. The position accounts for 0.05% of the portfolio, ranked #294.

Premier Path Wealth Partners first reported a position in IWN in Q4 2023 and has held it in 11 quarters since. The position peaked at $620K in Q4 2023. 455 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

  • Premier Path Wealth Partners held 1,948 shares of iShares Russell 2000 Value ETF worth $431K as of Q2 2026.
  • Premier Path Wealth Partners sold 47 iShares Russell 2000 Value ETF shares in Q2 2026, an estimated $9.84K.
  • iShares Russell 2000 Value ETF made up 0.05% of Premier Path Wealth Partners's portfolio in Q2 2026, its #294 holding.
  • Premier Path Wealth Partners first reported a position in iShares Russell 2000 Value ETF in Q4 2023 and has held it in 11 quarters since.
  • Premier Path Wealth Partners's iShares Russell 2000 Value ETF position peaked at $620K in Q4 2023.
  • 455 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

Based on Premier Path Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.