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

RWA 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 		$6.39M Sell
28,903
-1,180
-4% -$247K 0.06% 153
2026
Q1 		$5.7M Buy
30,083
+4,239
+16% +$821K 0.06% 146
2025
Q4 		$4.68M Buy
25,844
+17
+0.1% +$3.05K 0.05% 170
2025
Q3 		$4.57M Buy
25,827
+447
+2% +$75.5K 0.05% 183
2025
Q2 		$4M Sell
25,380
-56
-0.2% -$8.34K 0.05% 177
2025
Q1 		$3.84M Buy
25,436
+2,538
+11% +$410K 0.05% 171
2024
Q4 		$3.76M Buy
22,898
+363
+2% +$61.9K 0.05% 179
2024
Q3 		$3.76M Hold
22,535
– – 0.05% 180
2024
Q2 		$3.43M Sell
22,535
-15
-0.1% -$2.29K 0.05% 181
2024
Q1 		$3.58M Sell
22,550
-5
-0% -$757 0.05% 178
2023
Q4 		$3.5M Buy
+22,555
New +$3.12M 0.05% 165
2020
Q1 		– Sell
-15,488
Closed -$1.99M – 228
2019
Q4 		$1.99M Sell
15,488
-7,788
-33% -$963K 0.2% 91
2019
Q3 		$2.78M Buy
+23,276
New +$2.75M 0.29% 76
2019
Q2 		– Sell
-18,734
Closed -$2.25M – 235
2019
Q1 		$2.25M Buy
+18,734
New +$2.24M 0.26% 87
2018
Q3 		– Sell
-1,058
Closed -$140K – 475
2018
Q2 		$140K Hold
1,058
– – 0.02% 272
2018
Q1 		$129K Sell
1,058
-15,230
-94% -$1.91M 0.02% 238
2017
Q4 		$2.05M Sell
16,288
-41,162
-72% -$5.15M 0.23% 91
2017
Q3 		$7.13M Sell
57,450
-190
-0.3% -$22.4K 0.8% 27
2017
Q2 		$6.85M Sell
57,640
-1,689
-3% -$199K 0.84% 30
2017
Q1 		$7.01M Buy
+59,329
New +$7.04M 0.92% 24

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

RWA Wealth Partners's IWN Position: Q2 2026 in Review

RWA Wealth Partners reduced its iShares Russell 2000 Value ETF (IWN) stake by 3.9% in Q2 2026, selling an estimated $247K and leaving 28,903 shares worth $6.39M. The position accounts for 0.06% of the portfolio, ranked #153.

RWA Wealth Partners first reported a position in IWN in Q1 2017 and has held it in 20 quarters since. The position peaked at $7.13M in Q3 2017. 1,074 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

  • RWA Wealth Partners held 28,903 shares of iShares Russell 2000 Value ETF worth $6.39M as of Q2 2026.
  • RWA Wealth Partners sold 1,180 iShares Russell 2000 Value ETF shares in Q2 2026, an estimated $247K.
  • iShares Russell 2000 Value ETF made up 0.06% of RWA Wealth Partners's portfolio in Q2 2026, its #153 holding.
  • RWA Wealth Partners first reported a position in iShares Russell 2000 Value ETF in Q1 2017 and has held it in 20 quarters since.
  • RWA Wealth Partners's iShares Russell 2000 Value ETF position peaked at $7.13M in Q3 2017.
  • 1,074 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

Based on RWA Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.