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 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

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

Triad Wealth Partners's IWN Position: Q1 2026 in Review

Triad Wealth Partners increased its iShares Russell 2000 Value ETF (IWN) stake by 4.9% in Q1 2026, buying an estimated $21.7K and bringing the position to 2,412 shares worth $457K. The position accounts for 0.04% of the portfolio, ranked #290.

Triad Wealth Partners first reported a position in IWN in Q2 2024 and has held it in 7 quarters since. 1,030 funds tracked by Wall St. Rank hold IWN as of Q1 2026.

Triad Wealth Partners held 2,412 shares of iShares Russell 2000 Value ETF worth $457K as of Q1 2026.
Triad Wealth Partners bought 112 iShares Russell 2000 Value ETF shares in Q1 2026, an estimated $21.7K.
iShares Russell 2000 Value ETF made up 0.04% of Triad Wealth Partners's portfolio in Q1 2026, its #290 holding.
Triad Wealth Partners first reported a position in iShares Russell 2000 Value ETF in Q2 2024 and has held it in 7 quarters since.
1,030 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q1 2026.

Based on Triad Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.