Prime Capital Investment Advisors’s iShares Russell 2000 Value ETF IWN Stock Holding History

Prime Capital Investment Advisors’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	$248K	Buy	1,308 +68	+5%	+$13.2K	﹤0.01%	913
2025 Q4	$225K	Buy	+1,240	New	+$223K	﹤0.01%	922
2023 Q1	–	Sell	-12,514	Closed	-$1.74M	–	605
2022 Q4	$1.74M	Buy	12,514 +293	+2%	+$41.4K	0.07%	180
2022 Q3	$1.58M	Buy	12,221 +393	+3%	+$56.8K	0.09%	141
2022 Q2	$1.61M	Buy	11,828 +225	+2%	+$33.5K	0.1%	139
2022 Q1	$1.93M	Hold	11,603	–	–	0.11%	132
2021 Q4	$1.93M	Buy	11,603 +4,528	+64%	+$755K	0.1%	134
2021 Q3	$1.13M	Sell	7,075 -8,296	-54%	-$1.33M	0.07%	171
2021 Q2	$2.55M	Sell	15,371 -39,642	-72%	-$6.54M	0.15%	130
2021 Q1	$8.77M	Sell	55,013 -3,146	-5%	-$475K	0.63%	24
2020 Q4	$7.66M	Buy	+58,159	New	+$6.86M	0.59%	24
2020 Q3	–	Sell	-114	Closed	-$11K	–	476
2020 Q2	$11K	Buy	+114	New	+$10.4K	﹤0.01%	411

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 $18.1B AUM 24.63% 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

Prime Capital Investment Advisors's IWN Position: Q1 2026 in Review

Prime Capital Investment Advisors increased its iShares Russell 2000 Value ETF (IWN) stake by 5.5% in Q1 2026, buying an estimated $13.2K and bringing the position to 1,308 shares worth $248K. The position accounts for ﹤0.01% of the portfolio, ranked #913.

Prime Capital Investment Advisors first reported a position in IWN in Q2 2020 and has held it in 12 quarters since. The position peaked at $8.77M in Q1 2021. 1,030 funds tracked by Wall St. Rank hold IWN as of Q1 2026.

Prime Capital Investment Advisors held 1,308 shares of iShares Russell 2000 Value ETF worth $248K as of Q1 2026.
Prime Capital Investment Advisors bought 68 iShares Russell 2000 Value ETF shares in Q1 2026, an estimated $13.2K.
iShares Russell 2000 Value ETF made up ﹤0.01% of Prime Capital Investment Advisors's portfolio in Q1 2026, its #913 holding.
Prime Capital Investment Advisors first reported a position in iShares Russell 2000 Value ETF in Q2 2020 and has held it in 12 quarters since.
Prime Capital Investment Advisors's iShares Russell 2000 Value ETF position peaked at $8.77M in Q1 2021.
1,030 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q1 2026.

Based on Prime Capital Investment Advisors's 13F filing for Q1 2026, filed 8 May 2026.