Blankinship & Foster’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
Q1
$218K Buy
1,151
+1
+0.1% +$194 0.05% 73
2025
Q4
$208K Sell
1,150
-39
-3% -$7.01K 0.05% 78
2025
Q3
$210K Buy
+1,189
New +$201K 0.05% 75
2025
Q2
Sell
-1,677
Closed -$253K 77
2025
Q1
$253K Hold
1,677
0.06% 60
2024
Q4
$275K Buy
1,677
+2
+0.1% +$341 0.07% 58
2024
Q3
$280K Buy
1,675
+1
+0.1% +$162 0.07% 57
2024
Q2
$255K Sell
1,674
-200
-11% -$30.6K 0.07% 58
2024
Q1
$298K Sell
1,874
-95
-5% -$14.4K 0.08% 50
2023
Q4
$306K Sell
1,969
-106
-5% -$14.7K 0.09% 50
2023
Q3
$281K Hold
2,075
0.09% 48
2023
Q2
$292K Buy
2,075
+1
+0% +$135 0.09% 49
2023
Q1
$284K Buy
2,074
+1
+0% +$145 0.12% 50
2022
Q4
$288K Buy
2,073
+2
+0.1% +$282 0.13% 50
2022
Q3
$267K Hold
2,071
0.13% 47
2022
Q2
$282K Buy
2,071
+1
+0% +$149 0.13% 45
2022
Q1
$334K Buy
2,070
+1
+0% +$159 0.14% 42
2021
Q4
$344K Buy
2,069
+4
+0.2% +$667 0.13% 44
2021
Q3
$331K Hold
2,065
0.13% 44
2021
Q2
$342K Buy
2,065
+4
+0.2% +$660 0.14% 42
2021
Q1
$329K Hold
2,061
0.14% 42
2020
Q4
$272K Buy
2,061
+7
+0.3% +$826 0.11% 45
2020
Q3
$204K Sell
2,054
-219
-10% -$22.2K 0.1% 47
2020
Q2
$221K Sell
2,273
-256
-10% -$23.3K 0.12% 42
2020
Q1
$207K Sell
2,529
-2
-0.1% -$224 0.14% 41
2019
Q4
$325K Buy
2,531
+18
+0.7% +$2.23K 0.18% 34
2019
Q3
$300K Sell
2,513
-191
-7% -$22.6K 0.18% 36
2019
Q2
$326K Sell
2,704
-219
-7% -$26.5K 0.2% 34
2019
Q1
$350K Buy
2,923
+9
+0.3% +$1.07K 0.22% 35
2018
Q4
$313K Sell
2,914
-104
-3% -$12.5K 0.21% 36
2018
Q3
$401K Buy
3,018
+10
+0.3% +$1.35K 0.25% 26
2018
Q2
$397K Hold
3,008
0.26% 23
2018
Q1
$367K Buy
3,008
+8
+0.3% +$1K 0.24% 25
2017
Q4
$377K Buy
3,000
+19
+0.6% +$2.38K 0.24% 26
2017
Q3
$370K Buy
2,981
+12
+0.4% +$1.41K 0.27% 24
2017
Q2
$353K Sell
2,969
-1,378
-32% -$162K 0.3% 24
2017
Q1
$514K Sell
4,347
-170
-4% -$20.2K 0.44% 18
2016
Q4
$537K Buy
+4,517
New +$499K 0.5% 17

Other funds holding IWN

Blankinship & Foster's IWN Position: Q1 2026 in Review

Blankinship & Foster increased its iShares Russell 2000 Value ETF (IWN) stake by 0.09% in Q1 2026, buying an estimated $194 and bringing the position to 1,151 shares worth $218K. The position accounts for 0.05% of the portfolio, ranked #73.

Blankinship & Foster first reported a position in IWN in Q4 2016 and has held it in 37 quarters since. The position peaked at $537K in Q4 2016. 1,030 funds tracked by Wall St. Rank hold IWN as of Q1 2026.

  • Blankinship & Foster held 1,151 shares of iShares Russell 2000 Value ETF worth $218K as of Q1 2026.
  • Blankinship & Foster bought 1 iShares Russell 2000 Value ETF share in Q1 2026, an estimated $194.
  • iShares Russell 2000 Value ETF made up 0.05% of Blankinship & Foster's portfolio in Q1 2026, its #73 holding.
  • Blankinship & Foster first reported a position in iShares Russell 2000 Value ETF in Q4 2016 and has held it in 37 quarters since.
  • Blankinship & Foster's iShares Russell 2000 Value ETF position peaked at $537K in Q4 2016.
  • 1,030 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q1 2026.

Based on Blankinship & Foster's 13F filing for Q1 2026, filed 17 Apr 2026.