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Bedel Financial Consulting’s iShares Russell 2000 Value ETF IWN Stock Holding History

Bedel Financial Consulting’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 		$1.13M Sell
5,121
-89
-2% -$18.6K 0.11% 101
2026
Q1 		$988K Buy
5,210
+315
+6% +$61K 0.11% 103
2025
Q4 		$887K Buy
4,895
+355
+8% +$63.8K 0.1% 116
2025
Q3 		$803K Buy
4,540
+6
+0.1% +$1.01K 0.1% 114
2025
Q2 		$715K Buy
4,534
+173
+4% +$25.8K 0.1% 118
2025
Q1 		$638K Buy
4,361
+1
+0% +$162 0.09% 123
2024
Q4 		$737K Buy
4,360
+7
+0.2% +$1.2K 0.1% 110
2024
Q3 		$726K Buy
4,353
+1
+0% +$162 0.1% 106
2024
Q2 		$663K Buy
4,352
+4
+0.1% +$612 0.1% 111
2024
Q1 		$690K Buy
4,348
+1
+0% +$151 0.11% 101
2023
Q4 		$675K Buy
4,347
+27
+0.6% +$3.74K 0.12% 98
2023
Q3 		$586K Buy
4,320
+1,883
+77% +$270K 0.12% 107
2023
Q2 		$343K Buy
+2,437
New +$330K 0.07% 158
2022
Q2 		– Sell
-470
Closed -$76K – 533
2022
Q1 		$76K Buy
470
+63
+15% +$10K 0.02% 323
2021
Q4 		$68K Buy
407
+1
+0.2% +$167 0.02% 339
2021
Q3 		$65K Buy
406
+10
+3% +$1.61K 0.02% 346
2021
Q2 		$66K Buy
396
+66
+20% +$10.9K 0.02% 340
2021
Q1 		$53K Buy
330
+150
+83% +$22.7K 0.02% 353
2020
Q4 		$24K Hold
180
– – 0.01% 428
2020
Q3 		$18K Sell
180
-57
-24% -$5.79K 0.01% 439
2020
Q2 		$23K Sell
237
-36
-13% -$3.27K 0.01% 380
2020
Q1 		$22K Sell
273
-114
-29% -$12.8K 0.01% 380
2019
Q4 		$50K Sell
387
-58
-13% -$7.17K 0.03% 288
2019
Q3 		$53K Sell
445
-30
-6% -$3.54K 0.03% 276
2019
Q2 		$57K Buy
475
+57
+14% +$6.88K 0.03% 264
2019
Q1 		$50K Hold
418
– – 0.03% 277
2018
Q4 		$45K Buy
418
+330
+375% +$39.7K 0.03% 266
2018
Q3 		$11K Buy
88
+58
+193% +$7.81K 0.01% 469
2018
Q2 		$4K Hold
30
– – ﹤0.01% 572
2018
Q1 		$4K Buy
+30
New +$3.76K ﹤0.01% 569

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

Bedel Financial Consulting's IWN Position: Q2 2026 in Review

Bedel Financial Consulting reduced its iShares Russell 2000 Value ETF (IWN) stake by 1.7% in Q2 2026, selling an estimated $18.6K and leaving 5,121 shares worth $1.13M. The position accounts for 0.11% of the portfolio, ranked #101.

Bedel Financial Consulting first reported a position in IWN in Q1 2018 and has held it in 30 quarters since. 1,074 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

  • Bedel Financial Consulting held 5,121 shares of iShares Russell 2000 Value ETF worth $1.13M as of Q2 2026.
  • Bedel Financial Consulting sold 89 iShares Russell 2000 Value ETF shares in Q2 2026, an estimated $18.6K.
  • iShares Russell 2000 Value ETF made up 0.11% of Bedel Financial Consulting's portfolio in Q2 2026, its #101 holding.
  • Bedel Financial Consulting first reported a position in iShares Russell 2000 Value ETF in Q1 2018 and has held it in 30 quarters since.
  • 1,074 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

Based on Bedel Financial Consulting's 13F filing for Q2 2026, filed 29 Jul 2026.