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

Wealth Analytics 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	$15.9K	Buy	+76	New	+$16.8K	0.01%	125

Other funds holding IWN

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Courier Capital Buffalo, New York $2.02B AUM 16.74% 1-Year Est. Return

WoodTrust Financial Wisconsin Rapids, Wisconsin $825M AUM 20.13% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return

LFWA

LBJ Family Wealth Advisors Austin, Texas $196M AUM 12.84% 1-Year Est. Return

Sonata Capital Group Seattle, Washington $314M AUM 13.54% 1-Year Est. Return

Harbor Investment Advisory Lutherville, Maryland $1.47B AUM 24.2% 1-Year Est. Return

Berkshire Money Management Dalton, Massachusetts $1.16B AUM 13.8% 1-Year Est. Return

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

Wealth Analytics Partners opened a new position in iShares Russell 2000 Value ETF (IWN) in Q3 2026: 76 shares worth $15.9K. The stake represents 0.01% of the portfolio and ranks #125 among its holdings.

247 funds tracked by Wall St. Rank hold IWN as of Q3 2026.

Wealth Analytics Partners held 76 shares of iShares Russell 2000 Value ETF worth $15.9K as of Q3 2026.
iShares Russell 2000 Value ETF was a new Wealth Analytics Partners position in Q3 2026.
iShares Russell 2000 Value ETF made up 0.01% of Wealth Analytics Partners's portfolio in Q3 2026, its #125 holding.
247 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q3 2026.

Based on Wealth Analytics Partners's 13F filing for Q3 2026, filed 19 Oct 2026.