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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
-1,100
Closed -$209K – 179
2026
Q1 		$209K Buy
+1,100
New +$213K 0.06% 160

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VNIM
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SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
HWA
Hillcrest Wealth Advisors Hazlet, New Jersey $279M AUM 21.72% 1-Year Est. Return
SCG
Sonata Capital Group Seattle, Washington $310M AUM 18.96% 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. 330 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.
  • 330 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.