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Stonebridge Financial Planning Group’s iShares Russell 2000 Value ETF IWN Stock Holding History

Stonebridge Financial Planning Group’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 		$558K Buy
2,522
+45
+2% +$9.42K 0.18% 124
2026
Q1 		$470K Sell
2,477
-182
-7% -$35.2K 0.17% 123
2025
Q4 		$482K Buy
2,659
+149
+6% +$26.8K 0.17% 119
2025
Q3 		$444K Sell
2,510
-4
-0.2% -$675 0.17% 126
2025
Q2 		$397K Sell
2,514
-101
-4% -$15K 0.17% 123
2025
Q1 		$395K Sell
2,615
-299
-10% -$48.3K 0.18% 120
2024
Q4 		$478K Buy
2,914
+315
+12% +$53.8K 0.21% 114
2024
Q3 		$433K Sell
2,599
-493
-16% -$80.1K 0.21% 110
2024
Q2 		$471K Buy
3,092
+287
+10% +$43.9K 0.24% 104
2024
Q1 		$445K Buy
2,805
+304
+12% +$46K 0.24% 106
2023
Q4 		$388K Buy
+2,501
New +$346K 0.22% 108
2021
Q1 		– Sell
-13
Closed -$2K – 435
2020
Q4 		$2K Buy
+13
New +$1.53K ﹤0.01% 382
2020
Q2 		– Sell
-80
Closed -$7K – 401
2020
Q1 		$7K Hold
80
– – 0.01% 337
2019
Q4 		$10K Buy
+80
New +$9.89K 0.01% 291

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 Planning Group's IWN Position: Q2 2026 in Review

Stonebridge Financial Planning Group increased its iShares Russell 2000 Value ETF (IWN) stake by 1.8% in Q2 2026, buying an estimated $9.42K and bringing the position to 2,522 shares worth $558K. The position accounts for 0.18% of the portfolio, ranked #124.

Stonebridge Financial Planning Group first reported a position in IWN in Q4 2019 and has held it in 14 quarters since. 1,074 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

  • Stonebridge Financial Planning Group held 2,522 shares of iShares Russell 2000 Value ETF worth $558K as of Q2 2026.
  • Stonebridge Financial Planning Group bought 45 iShares Russell 2000 Value ETF shares in Q2 2026, an estimated $9.42K.
  • iShares Russell 2000 Value ETF made up 0.18% of Stonebridge Financial Planning Group's portfolio in Q2 2026, its #124 holding.
  • Stonebridge Financial Planning Group first reported a position in iShares Russell 2000 Value ETF in Q4 2019 and has held it in 14 quarters since.
  • 1,074 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

Based on Stonebridge Financial Planning Group's 13F filing for Q2 2026, filed 31 Jul 2026.