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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
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $13.1B AUM
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Strategic Blueprint's IWN Position: Q1 2026 in Review

Strategic Blueprint reduced its iShares Russell 2000 Value ETF (IWN) stake by 28% in Q1 2026, selling an estimated $196K and leaving 2,623 shares worth $497K. The position accounts for 0.03% of the portfolio, ranked #417.

Strategic Blueprint first reported a position in IWN in Q2 2021 and has held it in 4 quarters since. The position peaked at $659K in Q4 2025. 1,028 funds tracked by Wall St. Rank hold IWN as of Q1 2026.

  • Strategic Blueprint held 2,623 shares of iShares Russell 2000 Value ETF worth $497K as of Q1 2026.
  • Strategic Blueprint sold 1,015 iShares Russell 2000 Value ETF shares in Q1 2026, an estimated $196K.
  • iShares Russell 2000 Value ETF made up 0.03% of Strategic Blueprint's portfolio in Q1 2026, its #417 holding.
  • Strategic Blueprint first reported a position in iShares Russell 2000 Value ETF in Q2 2021 and has held it in 4 quarters since.
  • Strategic Blueprint's iShares Russell 2000 Value ETF position peaked at $659K in Q4 2025.
  • 1,028 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q1 2026.

Based on Strategic Blueprint's 13F filing for Q1 2026, filed 29 Apr 2026.