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

Vista Investment 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 		– Sell
-120
Closed -$22.8K – 178
2026
Q1 		$22.8K Hold
120
– – 0.01% 169
2025
Q4 		$21.7K Buy
+120
New +$21.6K 0.01% 165

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

Vista Investment Partners's IWN Position: Q2 2026 in Review

Vista Investment Partners sold out of iShares Russell 2000 Value ETF (IWN) in Q2 2026, closing a stake of 120 shares — an estimated $22.8K sold.

Vista Investment Partners first reported a position in IWN in Q4 2025 and held it in 2 quarters. The position peaked at $22.8K in Q1 2026. 1,074 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

  • Vista Investment Partners reported no remaining iShares Russell 2000 Value ETF position as of Q2 2026 after selling out during the quarter.
  • Vista Investment Partners sold 120 iShares Russell 2000 Value ETF shares in Q2 2026, an estimated $22.8K.
  • Vista Investment Partners first reported a position in iShares Russell 2000 Value ETF in Q4 2025 and held it in 2 quarters.
  • Vista Investment Partners's iShares Russell 2000 Value ETF position peaked at $22.8K in Q1 2026.
  • 1,074 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

Based on Vista Investment Partners's 13F filing for Q2 2026, filed 9 Jul 2026.