Steward Partners Investment Advisory’s iShares Russell 2000 Value ETF IWN Stock Holding History

Steward Partners Investment Advisory’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	$2.16M	Sell	9,756 -742	-7%	-$155K	0.01%	883
2026 Q1	$1.99M	Sell	10,498 -2,734	-21%	-$529K	0.01%	853
2025 Q4	$2.4M	Buy	13,232 +1,835	+16%	+$330K	0.01%	722
2025 Q3	$2.02M	Buy	11,397 +2,904	+34%	+$490K	0.01%	774
2025 Q2	$1.34M	Sell	8,493 -99	-1%	-$14.7K	0.01%	868
2025 Q1	$1.3M	Sell	8,592 -251	-3%	-$40.5K	0.01%	808
2024 Q4	$1.45M	Sell	8,843 -140	-2%	-$23.9K	0.01%	738
2024 Q3	$1.5M	Sell	8,983 -284	-3%	-$46.1K	0.01%	724
2024 Q2	$1.41M	Sell	9,267 -747	-7%	-$114K	0.01%	697
2024 Q1	$1.59M	Sell	10,014 -910	-8%	-$138K	0.02%	649
2023 Q4	$1.7M	Buy	10,924 +1,032	+10%	+$143K	0.02%	547
2023 Q3	$1.34M	Sell	9,892 -1,656	-14%	-$237K	0.02%	574
2023 Q2	$1.63M	Buy	11,548 +1,081	+10%	+$146K	0.02%	540
2023 Q1	$1.43M	Sell	10,467 -1,374	-12%	-$199K	0.02%	564
2022 Q4	$1.64M	Sell	11,841 -3,183	-21%	-$449K	0.03%	513
2022 Q3	$1.94M	Sell	15,024 -228	-1%	-$33K	0.04%	438
2022 Q2	$2.08M	Buy	15,252 +811	+6%	+$121K	0.04%	426
2022 Q1	$2.33M	Sell	14,441 -8,436	-37%	-$1.34M	0.04%	432
2021 Q4	$3.8M	Buy	22,877 +3,676	+19%	+$613K	0.06%	323
2021 Q3	$3.08M	Buy	19,201 +1,103	+6%	+$177K	0.05%	344
2021 Q2	$3M	Sell	18,098 -9,544	-35%	-$1.57M	0.05%	353
2021 Q1	$4.41M	Buy	27,642 +8,237	+42%	+$1.24M	0.08%	271
2020 Q4	$2.56M	Sell	19,405 -3,558	-15%	-$420K	0.06%	322
2020 Q3	$2.28M	Buy	22,963 +675	+3%	+$68.6K	0.06%	295
2020 Q2	$2.17M	Buy	22,288 +1,433	+7%	+$130K	0.06%	294
2020 Q1	$1.71M	Buy	20,855 +13,898	+200%	+$1.56M	0.06%	287
2019 Q4	$894K	Sell	6,957 -6	-0.1%	-$742	0.03%	482
2019 Q3	$831K	Buy	6,963 +2,633	+61%	+$311K	0.03%	458
2019 Q2	$521K	Buy	4,330 +2,188	+102%	+$264K	0.02%	549
2019 Q1	$256K	Sell	2,142 -13,937	-87%	-$1.66M	0.01%	682
2018 Q4	$1.73M	Sell	16,079 -8,318	-34%	-$1M	0.08%	247
2018 Q3	$3.25M	Buy	24,397 +1,590	+7%	+$214K	0.15%	148
2018 Q2	$3.01M	Buy	22,807 +6,952	+44%	+$896K	0.18%	131
2018 Q1	$1.93M	Buy	15,855 +2,572	+19%	+$322K	0.13%	178
2017 Q4	$1.67M	Buy	13,283 +11,854	+830%	+$1.48M	0.13%	177
2017 Q3	$177K	Buy	1,429 +1,037	+265%	+$122K	0.02%	458
2017 Q2	$46K	Hold	392	–	–	0.01%	642
2017 Q1	$46K	Buy	+392	New	+$46.5K	0.01%	566

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

Steward Partners Investment Advisory's IWN Position: Q2 2026 in Review

Steward Partners Investment Advisory reduced its iShares Russell 2000 Value ETF (IWN) stake by 7.1% in Q2 2026, selling an estimated $155K and leaving 9,756 shares worth $2.16M. The position accounts for 0.01% of the portfolio, ranked #883.

Steward Partners Investment Advisory first reported a position in IWN in Q1 2017 and has held it in 38 quarters since. The position peaked at $4.41M in Q1 2021. 1,075 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

Steward Partners Investment Advisory held 9,756 shares of iShares Russell 2000 Value ETF worth $2.16M as of Q2 2026.
Steward Partners Investment Advisory sold 742 iShares Russell 2000 Value ETF shares in Q2 2026, an estimated $155K.
iShares Russell 2000 Value ETF made up 0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #883 holding.
Steward Partners Investment Advisory first reported a position in iShares Russell 2000 Value ETF in Q1 2017 and has held it in 38 quarters since.
Steward Partners Investment Advisory's iShares Russell 2000 Value ETF position peaked at $4.41M in Q1 2021.
1,075 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.