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

Tranquility 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
Q1 		– Sell
-1,148
Closed -$208K – 234
2025
Q4 		$208K Buy
+1,148
New +$206K 0.07% 223
2023
Q3 		– Sell
-1,518
Closed -$214K – 220
2023
Q2 		$214K Buy
+1,518
New +$205K 0.09% 206
2023
Q1 		– Sell
-1,520
Closed -$211K – 212
2022
Q4 		$211K Sell
1,520
-278
-15% -$39.2K 0.11% 195
2022
Q3 		$232K Sell
1,798
-536
-23% -$77.5K 0.13% 169
2022
Q2 		$318K Sell
2,334
-2,016
-46% -$300K 0.16% 144
2022
Q1 		$702K Buy
4,350
+63
+1% +$10K 0.33% 87
2021
Q4 		$712K Sell
4,287
-974
-19% -$162K 0.33% 84
2021
Q3 		$843K Sell
5,261
-355
-6% -$57K 0.43% 71
2021
Q2 		$931K Buy
5,616
+640
+13% +$106K 0.52% 60
2021
Q1 		$794K Buy
4,976
+700
+16% +$106K 0.49% 66
2020
Q4 		$563K Buy
+4,276
New +$505K 0.4% 85
2020
Q2 		– Sell
-3,635
Closed -$298K – 151
2020
Q1 		$298K Sell
3,635
-58
-2% -$6.51K 0.34% 85
2019
Q4 		$475K Sell
3,693
-865
-19% -$107K 0.43% 73
2019
Q3 		$544K Buy
4,558
+1,822
+67% +$215K 0.58% 53
2019
Q2 		$330K Buy
+2,736
New +$330K 0.36% 89

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
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

Tranquility Partners's IWN Position: Q1 2026 in Review

Tranquility Partners sold out of iShares Russell 2000 Value ETF (IWN) in Q1 2026, closing a stake of 1,148 shares — an estimated $208K sold.

Tranquility Partners first reported a position in IWN in Q2 2019 and held it in 15 quarters. The position peaked at $931K in Q2 2021. 1,034 funds tracked by Wall St. Rank hold IWN as of Q1 2026.

  • Tranquility Partners reported no remaining iShares Russell 2000 Value ETF position as of Q1 2026 after selling out during the quarter.
  • Tranquility Partners sold 1,148 iShares Russell 2000 Value ETF shares in Q1 2026, an estimated $208K.
  • Tranquility Partners first reported a position in iShares Russell 2000 Value ETF in Q2 2019 and held it in 15 quarters.
  • Tranquility Partners's iShares Russell 2000 Value ETF position peaked at $931K in Q2 2021.
  • 1,034 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q1 2026.

Based on Tranquility Partners's 13F filing for Q1 2026, filed 20 Apr 2026.