WPA
IWN icon

Wealth Preservation Advisors’s iShares Russell 2000 Value ETF IWN Stock Holding History

Wealth Preservation Advisors’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 		– Sell
-150
Closed -$27.2K – 1111
2025
Q4 		$27.2K Hold
150
– – 0.01% 239
2025
Q3 		$26.5K Hold
150
– – 0.02% 233
2025
Q2 		$23.7K Hold
150
– – 0.01% 235
2025
Q1 		$22.6K Buy
+150
New +$24.2K 0.02% 250

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
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

Wealth Preservation Advisors's IWN Position: Q1 2026 in Review

Wealth Preservation Advisors sold out of iShares Russell 2000 Value ETF (IWN) in Q1 2026, closing a stake of 150 shares — an estimated $27.2K sold.

Wealth Preservation Advisors first reported a position in IWN in Q1 2025 and held it in 4 quarters. The position peaked at $27.2K in Q4 2025. 1,034 funds tracked by Wall St. Rank hold IWN as of Q1 2026.

  • Wealth Preservation Advisors reported no remaining iShares Russell 2000 Value ETF position as of Q1 2026 after selling out during the quarter.
  • Wealth Preservation Advisors sold 150 iShares Russell 2000 Value ETF shares in Q1 2026, an estimated $27.2K.
  • Wealth Preservation Advisors first reported a position in iShares Russell 2000 Value ETF in Q1 2025 and held it in 4 quarters.
  • Wealth Preservation Advisors's iShares Russell 2000 Value ETF position peaked at $27.2K in Q4 2025.
  • 1,034 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q1 2026.

Based on Wealth Preservation Advisors's 13F filing for Q1 2026, filed 15 May 2026.