BlueStem Wealth Partners’s iShares Russell 2000 Value ETF IWN Stock Holding History

BlueStem Wealth 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 Q3	$3.59M	Buy	+17,121	New	+$3.79M	0.36%	38

Other funds holding IWN

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

TIAA Wealth Investment Management New York $16.6B AUM

M&T Bank Buffalo, New York $34.1B AUM 21.87% 1-Year Est. Return

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

TIAA-CREF Individual & Institutional Services New York $29.5B AUM

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

UBS Group Zurich, Switzerland $765B AUM 28.39% 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

BlueStem Wealth Partners's IWN Position: Q3 2026 in Review

BlueStem Wealth Partners opened a new position in iShares Russell 2000 Value ETF (IWN) in Q3 2026: 17,121 shares worth $3.59M. The stake represents 0.36% of the portfolio and ranks #38 among its holdings.

966 funds tracked by Wall St. Rank hold IWN as of Q3 2026.

BlueStem Wealth Partners held 17,121 shares of iShares Russell 2000 Value ETF worth $3.59M as of Q3 2026.
iShares Russell 2000 Value ETF was a new BlueStem Wealth Partners position in Q3 2026.
iShares Russell 2000 Value ETF made up 0.36% of BlueStem Wealth Partners's portfolio in Q3 2026, its #38 holding.
966 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q3 2026.

Based on BlueStem Wealth Partners's 13F filing for Q3 2026, filed 13 Nov 2026.