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Prospera Financial Services’s iShares Russell 2000 Value ETF IWN Stock Holding History

Prospera Financial Services’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 		$813K Hold
3,671
– – 0.01% 855
2026
Q1 		$697K Sell
3,671
-153
-4% -$29.6K 0.01% 872
2025
Q4 		$694K Sell
3,824
-825
-18% -$148K 0.01% 816
2025
Q3 		$824K Sell
4,649
-161
-3% -$27.2K 0.01% 759
2025
Q2 		$761K Sell
4,810
-962
-17% -$143K 0.01% 752
2025
Q1 		$872K Sell
5,772
-793
-12% -$128K 0.02% 601
2024
Q4 		$1.08M Sell
6,565
-1,564
-19% -$267K 0.03% 520
2024
Q3 		$1.36M Buy
8,129
+549
+7% +$89.2K 0.03% 429
2024
Q2 		$1.15M Buy
7,580
+499
+7% +$76.3K 0.03% 468
2024
Q1 		$1.12M Sell
7,081
-542
-7% -$82.1K 0.03% 467
2023
Q4 		$1.18M Buy
7,623
+2,817
+59% +$390K 0.04% 428
2023
Q3 		$652K Sell
4,806
-71
-1% -$10.2K 0.03% 535
2023
Q2 		$687K Sell
4,877
-220
-4% -$29.7K 0.03% 517
2023
Q1 		$699K Buy
5,097
+322
+7% +$46.7K 0.03% 517
2022
Q4 		$662K Buy
4,775
+456
+11% +$64.4K 0.03% 463
2022
Q3 		$558K Buy
4,319
+2,626
+155% +$380K 0.03% 496
2022
Q2 		$231K Sell
1,693
-2,711
-62% -$403K 0.01% 696
2022
Q1 		$711K Buy
4,404
+41
+0.9% +$6.54K 0.03% 495
2021
Q4 		$725K Buy
+4,363
New +$727K 0.03% 478
2020
Q4 		– Sell
-271
Closed -$27K – 1114
2020
Q3 		$27K Buy
+271
New +$27.5K 0.01% 812
2018
Q4 		– Sell
-2,979
Closed -$390K – 424
2018
Q3 		$390K Sell
2,979
-1,931
-39% -$260K 0.07% 261
2018
Q2 		$658K Buy
4,910
+25
+0.5% +$3.22K 0.09% 190
2018
Q1 		$598K Buy
4,885
+793
+19% +$99.3K 0.08% 206
2017
Q4 		$519K Buy
4,092
+106
+3% +$13.2K 0.08% 209
2017
Q3 		$499K Buy
3,986
+227
+6% +$26.8K 0.08% 239
2017
Q2 		$442K Buy
3,759
+1,804
+92% +$212K 0.07% 239
2017
Q1 		$226K Buy
+1,955
New +$232K 0.04% 320

Other funds holding IWN

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $15B 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 $29.1B AUM
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Prospera Financial Services's IWN Position: Q2 2026 in Review

Prospera Financial Services held its iShares Russell 2000 Value ETF (IWN) position steady in Q2 2026 at 3,671 shares worth $813K. The position accounts for 0.01% of the portfolio, ranked #855.

Prospera Financial Services first reported a position in IWN in Q1 2017 and has held it in 27 quarters since. The position peaked at $1.36M in Q3 2024. 1,074 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

  • Prospera Financial Services held 3,671 shares of iShares Russell 2000 Value ETF worth $813K as of Q2 2026.
  • Prospera Financial Services left its iShares Russell 2000 Value ETF share count unchanged in Q2 2026.
  • iShares Russell 2000 Value ETF made up 0.01% of Prospera Financial Services's portfolio in Q2 2026, its #855 holding.
  • Prospera Financial Services first reported a position in iShares Russell 2000 Value ETF in Q1 2017 and has held it in 27 quarters since.
  • Prospera Financial Services's iShares Russell 2000 Value ETF position peaked at $1.36M in Q3 2024.
  • 1,074 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.