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Wealthcare Advisory Partners’s iShares Russell 2000 Value ETF IWN Stock Holding History

Wealthcare Advisory 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 		$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

VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
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
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
LFWA
LBJ Family Wealth Advisors Austin, Texas $196M AUM 22.12% 1-Year Est. Return
HIA
Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return
FHC
First Horizon Corporation Memphis, Tennessee $2.6B AUM 23.72% 1-Year Est. Return

Wealthcare Advisory Partners's IWN Position: Q2 2026 in Review

Wealthcare Advisory Partners increased its iShares Russell 2000 Value ETF (IWN) stake by 3% in Q2 2026, buying an estimated $45.2K and bringing the position to 7,488 shares worth $1.66M. The position accounts for 0.03% of the portfolio, ranked #393.

Wealthcare Advisory Partners first reported a position in IWN in Q2 2016 and has held it in 41 quarters since. The position peaked at $2.57M in Q2 2021. 233 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

  • Wealthcare Advisory Partners held 7,488 shares of iShares Russell 2000 Value ETF worth $1.66M as of Q2 2026.
  • Wealthcare Advisory Partners bought 216 iShares Russell 2000 Value ETF shares in Q2 2026, an estimated $45.2K.
  • iShares Russell 2000 Value ETF made up 0.03% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #393 holding.
  • Wealthcare Advisory Partners first reported a position in iShares Russell 2000 Value ETF in Q2 2016 and has held it in 41 quarters since.
  • Wealthcare Advisory Partners's iShares Russell 2000 Value ETF position peaked at $2.57M in Q2 2021.
  • 233 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

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