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

Cascade 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	$1.05M	Hold	4,733	–	–	0.09%	121
2026 Q1	$897K	Sell	4,733 -8	-0.2%	-$1.55K	0.09%	128
2025 Q4	$859K	Sell	4,741 -291	-6%	-$52.3K	0.09%	128
2025 Q3	$890K	Hold	5,032	–	–	0.1%	121
2025 Q2	$794K	Buy	5,032 +3,594	+250%	+$535K	0.1%	129
2025 Q1	$217K	Sell	1,438 -13	-0.9%	-$2.1K	0.03%	227
2024 Q4	$238K	Sell	1,451 -10	-0.7%	-$1.71K	0.03%	217
2024 Q3	$243K	Sell	1,461 -4	-0.3%	-$650	0.03%	215
2024 Q2	$223K	Hold	1,465	–	–	0.03%	215
2024 Q1	$220K	Buy	+1,465	New	+$222K	0.03%	214

Other funds holding IWN

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

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

Cascade Financial Partners held its iShares Russell 2000 Value ETF (IWN) position steady in Q2 2026 at 4,733 shares worth $1.05M. The position accounts for 0.09% of the portfolio, ranked #121.

Cascade Financial Partners first reported a position in IWN in Q1 2024 and has held it in 10 quarters since. 1,074 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

Cascade Financial Partners held 4,733 shares of iShares Russell 2000 Value ETF worth $1.05M as of Q2 2026.
Cascade Financial Partners left its iShares Russell 2000 Value ETF share count unchanged in Q2 2026.
iShares Russell 2000 Value ETF made up 0.09% of Cascade Financial Partners's portfolio in Q2 2026, its #121 holding.
Cascade Financial Partners first reported a position in iShares Russell 2000 Value ETF in Q1 2024 and has held it in 10 quarters since.
1,074 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

Based on Cascade Financial Partners's 13F filing for Q2 2026, filed 4 Aug 2026.