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 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

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 29.18% 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

Strategic Blueprint's IWN Position: Q2 2026 in Review

Strategic Blueprint reduced its iShares Russell 2000 Value ETF (IWN) stake by 7% in Q2 2026, selling an estimated $38.3K and leaving 2,440 shares worth $540K. The position accounts for 0.03% of the portfolio, ranked #437.

Strategic Blueprint first reported a position in IWN in Q2 2021 and has held it in 5 quarters since. The position peaked at $659K in Q4 2025. 1,080 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

Strategic Blueprint held 2,440 shares of iShares Russell 2000 Value ETF worth $540K as of Q2 2026.
Strategic Blueprint sold 183 iShares Russell 2000 Value ETF shares in Q2 2026, an estimated $38.3K.
iShares Russell 2000 Value ETF made up 0.03% of Strategic Blueprint's portfolio in Q2 2026, its #437 holding.
Strategic Blueprint first reported a position in iShares Russell 2000 Value ETF in Q2 2021 and has held it in 5 quarters since.
Strategic Blueprint's iShares Russell 2000 Value ETF position peaked at $659K in Q4 2025.
1,080 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

Based on Strategic Blueprint's 13F filing for Q2 2026, filed 23 Jul 2026.