Blake Schutter Theil Wealth Advisors’s iShares Russell 2000 Value ETF IWN Stock Holding History

Blake Schutter Theil Wealth 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 Q3	$823K	Buy	3,930 +10	+0.3%	+$2.21K	0.57%	34
2026 Q2	$867K	Sell	3,920 -258	-6%	-$54K	0.59%	35
2026 Q1	$792K	Buy	4,178 +6	+0.1%	+$1.16K	0.65%	37
2025 Q4	$756K	Buy	4,172 +12	+0.3%	+$2.16K	0.62%	36
2025 Q3	$735K	Buy	4,160 +10	+0.2%	+$1.69K	0.73%	37
2025 Q2	$655K	Buy	+4,150	New	+$618K	0.74%	41

Other funds holding IWN

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

Badgley Phelps Wealth Managers Seattle, Washington $5.8B AUM 25.34% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Choreo LLC Rockford, Illinois $9.7B AUM 18.43% 1-Year Est. Return

Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return

Blake Schutter Theil Wealth Advisors's IWN Position: Q3 2026 in Review

Blake Schutter Theil Wealth Advisors increased its iShares Russell 2000 Value ETF (IWN) stake by 0.26% in Q3 2026, buying an estimated $2.21K and bringing the position to 3,930 shares worth $823K. The position accounts for 0.57% of the portfolio, ranked #34.

Blake Schutter Theil Wealth Advisors first reported a position in IWN in Q2 2025 and has held it in 6 quarters since. The position peaked at $867K in Q2 2026. 705 funds tracked by Wall St. Rank hold IWN as of Q3 2026.

Blake Schutter Theil Wealth Advisors held 3,930 shares of iShares Russell 2000 Value ETF worth $823K as of Q3 2026.
Blake Schutter Theil Wealth Advisors bought 10 iShares Russell 2000 Value ETF shares in Q3 2026, an estimated $2.21K.
iShares Russell 2000 Value ETF made up 0.57% of Blake Schutter Theil Wealth Advisors's portfolio in Q3 2026, its #34 holding.
Blake Schutter Theil Wealth Advisors first reported a position in iShares Russell 2000 Value ETF in Q2 2025 and has held it in 6 quarters since.
Blake Schutter Theil Wealth Advisors's iShares Russell 2000 Value ETF position peaked at $867K in Q2 2026.
705 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q3 2026.

Based on Blake Schutter Theil Wealth Advisors's 13F filing for Q3 2026, filed 2 Nov 2026.