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Birchwood Financial Partners’s iShares Russell 2000 Value ETF IWN Stock Holding History

Birchwood Financial 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 		$25.6K Buy
116
+1
+0.9% +$209 0.02% 223
2026
Q1 		$21.9K Hold
115
– – 0.02% 226
2025
Q4 		$20.9K Buy
+115
New +$20.7K 0.02% 232

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

Birchwood Financial Partners's IWN Position: Q2 2026 in Review

Birchwood Financial Partners increased its iShares Russell 2000 Value ETF (IWN) stake by 0.87% in Q2 2026, buying an estimated $209 and bringing the position to 116 shares worth $25.6K. The position accounts for 0.02% of the portfolio, ranked #223.

Birchwood Financial Partners first reported a position in IWN in Q4 2025 and has held it in 3 quarters since. 1,075 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

  • Birchwood Financial Partners held 116 shares of iShares Russell 2000 Value ETF worth $25.6K as of Q2 2026.
  • Birchwood Financial Partners bought 1 iShares Russell 2000 Value ETF share in Q2 2026, an estimated $209.
  • iShares Russell 2000 Value ETF made up 0.02% of Birchwood Financial Partners's portfolio in Q2 2026, its #223 holding.
  • Birchwood Financial Partners first reported a position in iShares Russell 2000 Value ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,075 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

Based on Birchwood Financial Partners's 13F filing for Q2 2026, filed 6 Aug 2026.