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Stonebridge Financial Group (Missouri)’s iShares Russell 2000 Value ETF IWN Stock Holding History

Stonebridge Financial Group (Missouri)’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 		$348K Buy
1,572
+3
+0.2% +$628 0.23% 103
2026
Q1 		$298K Buy
1,569
+9
+0.6% +$1.74K 0.25% 110
2025
Q4 		$283K Buy
+1,560
New +$280K 0.24% 111

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

Stonebridge Financial Group (Missouri)'s IWN Position: Q2 2026 in Review

Stonebridge Financial Group (Missouri) increased its iShares Russell 2000 Value ETF (IWN) stake by 0.19% in Q2 2026, buying an estimated $628 and bringing the position to 1,572 shares worth $348K. The position accounts for 0.23% of the portfolio, ranked #103.

Stonebridge Financial Group (Missouri) first reported a position in IWN in Q4 2025 and has held it in 3 quarters since. 1,075 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

  • Stonebridge Financial Group (Missouri) held 1,572 shares of iShares Russell 2000 Value ETF worth $348K as of Q2 2026.
  • Stonebridge Financial Group (Missouri) bought 3 iShares Russell 2000 Value ETF shares in Q2 2026, an estimated $628.
  • iShares Russell 2000 Value ETF made up 0.23% of Stonebridge Financial Group (Missouri)'s portfolio in Q2 2026, its #103 holding.
  • Stonebridge Financial Group (Missouri) first reported a position in iShares Russell 2000 Value ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,075 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

Based on Stonebridge Financial Group (Missouri)'s 13F filing for Q2 2026, filed 24 Jul 2026.