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

Strategic Financial Partners’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	$5.27M	Buy	+23,822	New	+$4.99M	1.99%	13

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 29.2% 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 Financial Partners's IWN Position: Q2 2026 in Review

Strategic Financial Partners opened a new position in iShares Russell 2000 Value ETF (IWN) in Q2 2026: 23,822 shares worth $5.27M. The stake represents 1.99% of the portfolio and ranks #13 among its holdings.

1,074 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

Strategic Financial Partners held 23,822 shares of iShares Russell 2000 Value ETF worth $5.27M as of Q2 2026.
iShares Russell 2000 Value ETF was a new Strategic Financial Partners position in Q2 2026.
iShares Russell 2000 Value ETF made up 1.99% of Strategic Financial Partners's portfolio in Q2 2026, its #13 holding.
1,074 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

Based on Strategic Financial Partners's 13F filing for Q2 2026, filed 3 Aug 2026.