Triad Wealth Partners
IWN icon

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

Triad 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
Q3 		$479K Buy
2,288
+15
+0.7% +$3.32K 0.03% 331
2026
Q2 		$510K Sell
2,273
-139
-6% -$29.1K 0.03% 306
2026
Q1 		$457K Buy
2,412
+112
+5% +$21.7K 0.04% 290
2025
Q4 		$417K Sell
2,300
-20
-0.9% -$3.59K 0.04% 305
2025
Q3 		$410K Buy
2,320
+116
+5% +$19.6K 0.05% 233
2025
Q2 		$348K Sell
2,204
-436
-17% -$64.9K 0.07% 196
2025
Q1 		$399K Buy
2,640
+125
+5% +$20.2K 0.12% 123
2024
Q4 		$413K Buy
+2,515
New +$429K 0.15% 107
2024
Q3 		– Sell
-250
Closed -$38.1K – 473
2024
Q2 		$38.1K Buy
+250
New +$38.2K 0.02% 265

Other funds holding IWN

D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Cassaday & Co Wealth Management
Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
Badgley Phelps Wealth Managers
Badgley Phelps Wealth Managers Seattle, Washington $5.8B AUM 25.34% 1-Year Est. Return
Choreo LLC
Choreo LLC Rockford, Illinois $9.7B AUM 18.43% 1-Year Est. Return
Stephens Group Asset Management
Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Waldron Private Wealth
Waldron Private Wealth Bridgeville, Pennsylvania $2.88B AUM 16.03% 1-Year Est. Return
Courier Capital
Courier Capital Buffalo, New York $2.02B AUM 16.74% 1-Year Est. Return

Triad Wealth Partners's IWN Position: Q3 2026 in Review

Triad Wealth Partners increased its iShares Russell 2000 Value ETF (IWN) stake by 0.66% in Q3 2026, buying an estimated $3.32K and bringing the position to 2,288 shares worth $479K. The position accounts for 0.03% of the portfolio, ranked #331.

Triad Wealth Partners first reported a position in IWN in Q2 2024 and has held it in 9 quarters since. The position peaked at $510K in Q2 2026. 523 funds tracked by Wall St. Rank hold IWN as of Q3 2026.

  • Triad Wealth Partners held 2,288 shares of iShares Russell 2000 Value ETF worth $479K as of Q3 2026.
  • Triad Wealth Partners bought 15 iShares Russell 2000 Value ETF shares in Q3 2026, an estimated $3.32K.
  • iShares Russell 2000 Value ETF made up 0.03% of Triad Wealth Partners's portfolio in Q3 2026, its #331 holding.
  • Triad Wealth Partners first reported a position in iShares Russell 2000 Value ETF in Q2 2024 and has held it in 9 quarters since.
  • Triad Wealth Partners's iShares Russell 2000 Value ETF position peaked at $510K in Q2 2026.
  • 523 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q3 2026.

Based on Triad Wealth Partners's 13F filing for Q3 2026, filed 26 Oct 2026.