Strategic Blueprint
IWN icon

Strategic Blueprint’s iShares Russell 2000 Value ETF IWN Stock Holding History

Strategic Blueprint’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
Q3 		$516K Buy
2,462
+22
+0.9% +$4.87K 0.03% 446
2026
Q2 		$540K Sell
2,440
-183
-7% -$38.3K 0.03% 437
2026
Q1 		$497K Sell
2,623
-1,015
-28% -$196K 0.03% 417
2025
Q4 		$659K Buy
3,638
+422
+13% +$75.8K 0.04% 352
2025
Q3 		$569K Buy
+3,216
New +$543K 0.02% 460
2021
Q3 		– Sell
-263
Closed -$44K – 859
2021
Q2 		$44K Buy
+263
New +$43.4K 0.01% 653

Other funds holding IWN

D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Cassaday & Co Wealth Management
Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
Badgley Phelps Wealth Managers
Badgley Phelps Wealth Managers Seattle, Washington $5.8B AUM 25.34% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Choreo LLC
Choreo LLC Rockford, Illinois $9.7B AUM 18.43% 1-Year Est. Return
Stephens Group Asset Management
Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return

Strategic Blueprint's IWN Position: Q3 2026 in Review

Strategic Blueprint increased its iShares Russell 2000 Value ETF (IWN) stake by 0.9% in Q3 2026, buying an estimated $4.87K and bringing the position to 2,462 shares worth $516K. The position accounts for 0.03% of the portfolio, ranked #446.

Strategic Blueprint first reported a position in IWN in Q2 2021 and has held it in 6 quarters since. The position peaked at $659K in Q4 2025. 697 funds tracked by Wall St. Rank hold IWN as of Q3 2026.

  • Strategic Blueprint held 2,462 shares of iShares Russell 2000 Value ETF worth $516K as of Q3 2026.
  • Strategic Blueprint bought 22 iShares Russell 2000 Value ETF shares in Q3 2026, an estimated $4.87K.
  • iShares Russell 2000 Value ETF made up 0.03% of Strategic Blueprint's portfolio in Q3 2026, its #446 holding.
  • Strategic Blueprint first reported a position in iShares Russell 2000 Value ETF in Q2 2021 and has held it in 6 quarters since.
  • Strategic Blueprint's iShares Russell 2000 Value ETF position peaked at $659K in Q4 2025.
  • 697 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q3 2026.

Based on Strategic Blueprint's 13F filing for Q3 2026, filed 22 Oct 2026.