Wealthcare Advisory Partners’s iShares Russell 2000 Value ETF IWN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q3 | $1.74M | Buy |
8,312
+824
| +11% | +$182K | 0.03% | 425 |
|
|
2026
Q2 | $1.66M | Buy |
7,488
+216
| +3% | +$45.2K | 0.03% | 393 |
|
|
2026
Q1 | $1.38M | Sell |
7,272
-5,208
| -42% | -$1.01M | 0.03% | 444 |
|
|
2025
Q4 | $2.26M | Sell |
12,480
-1,423
| -10% | -$256K | 0.04% | 332 |
|
|
2025
Q3 | $2.46M | Buy |
13,903
+75
| +0.5% | +$12.7K | 0.05% | 293 |
|
|
2025
Q2 | $2.18M | Sell |
13,828
-666
| -5% | -$99.2K | 0.05% | 308 |
|
|
2025
Q1 | $2.19M | Sell |
14,494
-4
| -0% | -$646 | 0.06% | 266 |
|
|
2024
Q4 | $2.38M | Buy |
14,498
+536
| +4% | +$91.5K | 0.07% | 238 |
|
|
2024
Q3 | $2.33M | Buy |
13,962
+1,190
| +9% | +$193K | 0.07% | 244 |
|
|
2024
Q2 | $1.95M | Buy |
12,772
+248
| +2% | +$37.9K | 0.06% | 238 |
|
|
2024
Q1 | $1.99M | Sell |
12,524
-374
| -3% | -$56.6K | 0.07% | 233 |
|
|
2023
Q4 | $2M | Buy |
12,898
+93
| +0.7% | +$12.9K | 0.08% | 200 |
|
|
2023
Q3 | $1.74M | Sell |
12,805
-268
| -2% | -$38.4K | 0.08% | 193 |
|
|
2023
Q2 | $1.84M | Sell |
13,073
-449
| -3% | -$60.7K | 0.08% | 193 |
|
|
2023
Q1 | $1.85M | Buy |
13,522
+1,495
| +12% | +$217K | 0.08% | 189 |
|
|
2022
Q4 | $1.67M | Buy |
12,027
+33
| +0.3% | +$4.66K | 0.08% | 187 |
|
|
2022
Q3 | $1.55M | Buy |
11,994
+91
| +0.8% | +$13.2K | 0.09% | 167 |
|
|
2022
Q2 | $1.62M | Buy |
11,903
+54
| +0.5% | +$8.04K | 0.1% | 137 |
|
|
2022
Q1 | $1.91M | Sell |
11,849
-998
| -8% | -$159K | 0.12% | 106 |
|
|
2021
Q4 | $2.13M | Sell |
12,847
-1,866
| -13% | -$311K | 0.13% | 101 |
|
|
2021
Q3 | $2.36M | Sell |
14,713
-790
| -5% | -$127K | 0.15% | 92 |
|
|
2021
Q2 | $2.57M | Buy |
15,503
+1,233
| +9% | +$203K | 0.17% | 82 |
|
|
2021
Q1 | $2.28M | Sell |
14,270
-4,183
| -23% | -$632K | 0.16% | 84 |
|
|
2020
Q4 | $2.43M | Buy |
18,453
+551
| +3% | +$65K | 0.22% | 65 |
|
|
2020
Q3 | $1.78M | Buy |
17,902
+8,482
| +90% | +$862K | 0.2% | 72 |
|
|
2020
Q2 | $918K | Buy |
9,420
+1,890
| +25% | +$172K | 0.11% | 111 |
|
|
2020
Q1 | $618K | Buy |
7,530
+3,044
| +68% | +$341K | 0.09% | 128 |
|
|
2019
Q4 | $577K | Buy |
4,486
+816
| +22% | +$101K | 0.07% | 159 |
|
|
2019
Q3 | $438K | Buy |
3,670
+262
| +8% | +$30.9K | 0.06% | 170 |
|
|
2019
Q2 | $411K | Sell |
3,408
-44
| -1% | -$5.31K | 0.07% | 160 |
|
|
2019
Q1 | $414K | Buy |
3,452
+216
| +7% | +$25.8K | 0.07% | 151 |
|
|
2018
Q4 | $348K | Buy |
3,236
+116
| +4% | +$14K | 0.07% | 144 |
|
|
2018
Q3 | $415K | Sell |
3,120
-117
| -4% | -$15.8K | 0.08% | 140 |
|
|
2018
Q2 | $427K | Buy |
3,237
+277
| +9% | +$35.7K | 0.08% | 133 |
|
|
2018
Q1 | $361K | Buy |
2,960
+951
| +47% | +$119K | 0.08% | 136 |
|
|
2017
Q4 | $253K | Sell |
2,009
-35
| -2% | -$4.38K | 0.07% | 151 |
|
|
2017
Q3 | $254K | Buy |
2,044
+361
| +21% | +$42.5K | 0.08% | 126 |
|
|
2017
Q2 | $200K | Buy |
1,683
+312
| +23% | +$36.7K | 0.1% | 31 |
|
|
2017
Q1 | $162K | Sell |
1,371
-13
| -0.9% | -$1.54K | 0.09% | 31 |
|
|
2016
Q4 | $165K | Buy |
1,384
+94
| +7% | +$10.4K | 0.1% | 31 |
|
|
2016
Q3 | $135K | Hold |
1,290
| – | – | 0.09% | 30 |
|
|
2016
Q2 | $126K | Buy |
+1,290
| New | +$123K | 0.09% | 37 |
|
Other funds holding IWN
Wealthcare Advisory Partners's IWN Position: Q3 2026 in Review
Wealthcare Advisory Partners increased its iShares Russell 2000 Value ETF (IWN) stake by 11% in Q3 2026, buying an estimated $182K and bringing the position to 8,312 shares worth $1.74M. The position accounts for 0.03% of the portfolio, ranked #425.
Wealthcare Advisory Partners first reported a position in IWN in Q2 2016 and has held it in 42 quarters since. The position peaked at $2.57M in Q2 2021. 814 funds tracked by Wall St. Rank hold IWN as of Q3 2026.
- Wealthcare Advisory Partners held 8,312 shares of iShares Russell 2000 Value ETF worth $1.74M as of Q3 2026.
- Wealthcare Advisory Partners bought 824 iShares Russell 2000 Value ETF shares in Q3 2026, an estimated $182K.
- iShares Russell 2000 Value ETF made up 0.03% of Wealthcare Advisory Partners's portfolio in Q3 2026, its #425 holding.
- Wealthcare Advisory Partners first reported a position in iShares Russell 2000 Value ETF in Q2 2016 and has held it in 42 quarters since.
- Wealthcare Advisory Partners's iShares Russell 2000 Value ETF position peaked at $2.57M in Q2 2021.
- 814 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q3 2026.
Based on Wealthcare Advisory Partners's 13F filing for Q3 2026, filed 21 Oct 2026.