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Stegner Investment Associates’s iShares Russell 2000 Value ETF IWN Stock Holding History

Stegner Investment Associates’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 		$864K Sell
3,905
-14
-0.4% -$2.93K 0.41% 19
2026
Q1 		$743K Hold
3,919
– – 0.41% 17
2025
Q4 		$710K Buy
3,919
+57
+1% +$10.2K 0.38% 15
2025
Q3 		$683K Hold
3,862
– – 0.37% 15
2025
Q2 		$609K Buy
3,862
+31
+0.8% +$4.62K 0.37% 16
2025
Q1 		$578K Sell
3,831
-536
-12% -$86.6K 0.4% 16
2024
Q4 		$717K Sell
4,367
-103
-2% -$17.6K 0.47% 15
2024
Q3 		$746K Sell
4,470
-90
-2% -$14.6K 0.51% 13
2024
Q2 		$695K Hold
4,560
– – 0.5% 13
2024
Q1 		$724K Sell
4,560
-369
-7% -$55.9K 0.53% 13
2023
Q4 		$766K Sell
4,929
-1,860
-27% -$258K 0.61% 12
2023
Q3 		$920K Sell
6,789
-214
-3% -$30.7K 0.8% 12
2023
Q2 		$986K Hold
7,003
– – 0.81% 12
2023
Q1 		$948K Sell
7,003
-257
-4% -$37.2K 0.83% 12
2022
Q4 		$1.01M Sell
7,260
-562
-7% -$79.3K 0.92% 12
2022
Q3 		$1.06M Hold
7,822
– – 1.02% 11
2022
Q2 		$1.06M Sell
7,822
-186
-2% -$27.7K 1.02% 11
2022
Q1 		$1.29M Sell
8,008
-589
-7% -$93.9K 1.02% 12
2021
Q4 		$1.43M Sell
8,597
-1,905
-18% -$317K 1.02% 12
2021
Q3 		$1.68M Sell
10,502
-93
-0.9% -$14.9K 1.27% 12
2021
Q2 		$1.76M Sell
10,595
-488
-4% -$80.5K 1.32% 12
2021
Q1 		$1.77M Sell
11,083
-158
-1% -$23.9K 1.43% 12
2020
Q4 		$1.48M Sell
11,241
-4
-0% -$472 1.26% 13
2020
Q3 		$1.12M Buy
+11,245
New +$1.14M 1.1% 12

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 29.2% 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

Stegner Investment Associates's IWN Position: Q2 2026 in Review

Stegner Investment Associates reduced its iShares Russell 2000 Value ETF (IWN) stake by 0.36% in Q2 2026, selling an estimated $2.93K and leaving 3,905 shares worth $864K. The position accounts for 0.41% of the portfolio, ranked #19.

Stegner Investment Associates first reported a position in IWN in Q3 2020 and has held it in 24 quarters since. The position peaked at $1.77M in Q1 2021. 1,073 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

  • Stegner Investment Associates held 3,905 shares of iShares Russell 2000 Value ETF worth $864K as of Q2 2026.
  • Stegner Investment Associates sold 14 iShares Russell 2000 Value ETF shares in Q2 2026, an estimated $2.93K.
  • iShares Russell 2000 Value ETF made up 0.41% of Stegner Investment Associates's portfolio in Q2 2026, its #19 holding.
  • Stegner Investment Associates first reported a position in iShares Russell 2000 Value ETF in Q3 2020 and has held it in 24 quarters since.
  • Stegner Investment Associates's iShares Russell 2000 Value ETF position peaked at $1.77M in Q1 2021.
  • 1,073 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

Based on Stegner Investment Associates's 13F filing for Q2 2026, filed 24 Jul 2026.