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

LifeSteps Financial’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 		$59.3K Buy
+268
New +$56.1K 0.03% 199
2024
Q2 		– Sell
-255
Closed -$40.5K – 240
2024
Q1 		$40.5K Buy
+255
New +$38.6K 0.03% 171

Other funds holding IWN

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
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
M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
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

LifeSteps Financial's IWN Position: Q2 2026 in Review

LifeSteps Financial opened a new position in iShares Russell 2000 Value ETF (IWN) in Q2 2026: 268 shares worth $59.3K. The stake represents 0.03% of the portfolio and ranks #199 among its holdings. This is a return to the name: LifeSteps Financial previously reported a position in IWN as recently as Q1 2024.

LifeSteps Financial first reported a position in IWN in Q1 2024 and has held it in 2 quarters since. 1,078 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

  • LifeSteps Financial held 268 shares of iShares Russell 2000 Value ETF worth $59.3K as of Q2 2026.
  • iShares Russell 2000 Value ETF was a new LifeSteps Financial position in Q2 2026.
  • iShares Russell 2000 Value ETF made up 0.03% of LifeSteps Financial's portfolio in Q2 2026, its #199 holding.
  • LifeSteps Financial first reported a position in iShares Russell 2000 Value ETF in Q1 2024 and has held it in 2 quarters since.
  • 1,078 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

Based on LifeSteps Financial's 13F filing for Q2 2026, filed 17 Jul 2026.