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

Edgestream 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	$401K	Buy	+1,815	New	+$380K	0.01%	828
2022 Q1	–	Sell	-2,480	Closed	-$412K	–	586
2021 Q4	$412K	Buy	+2,480	New	+$413K	0.03%	408
2021 Q3	–	Sell	-1,261	Closed	-$209K	–	543
2021 Q2	$209K	Buy	+1,261	New	+$208K	0.01%	425
2021 Q1	–	Sell	-17,920	Closed	-$2.36M	–	407
2020 Q4	$2.36M	Sell	17,920 -23,193	-56%	-$2.74M	0.12%	213
2020 Q3	$4.08M	Buy	+41,113	New	+$4.18M	0.26%	130
2020 Q2	–	Sell	-2,763	Closed	-$227K	–	313
2020 Q1	$227K	Buy	+2,763	New	+$310K	0.02%	282
2019 Q1	–	Sell	-3,297	Closed	-$355K	–	251
2018 Q4	$355K	Buy	+3,297	New	+$397K	0.06%	192

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 29.18% 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

Edgestream Partners's IWN Position: Q2 2026 in Review

Edgestream Partners opened a new position in iShares Russell 2000 Value ETF (IWN) in Q2 2026: 1,815 shares worth $401K. The stake represents 0.01% of the portfolio and ranks #828 among its holdings. This is a return to the name: Edgestream Partners previously reported a position in IWN as recently as Q4 2021.

Edgestream Partners first reported a position in IWN in Q4 2018 and has held it in 7 quarters since. The position peaked at $4.08M in Q3 2020. 1,077 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

Edgestream Partners held 1,815 shares of iShares Russell 2000 Value ETF worth $401K as of Q2 2026.
iShares Russell 2000 Value ETF was a new Edgestream Partners position in Q2 2026.
iShares Russell 2000 Value ETF made up 0.01% of Edgestream Partners's portfolio in Q2 2026, its #828 holding.
Edgestream Partners first reported a position in iShares Russell 2000 Value ETF in Q4 2018 and has held it in 7 quarters since.
Edgestream Partners's iShares Russell 2000 Value ETF position peaked at $4.08M in Q3 2020.
1,077 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

Based on Edgestream Partners's 13F filing for Q2 2026, filed 11 Aug 2026.