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

Strategic Wealth 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	$115K	Buy	519 +93	+22%	+$19.5K	0.01%	386
2026 Q1	$80.8K	Sell	426 -1	-0.2%	-$194	0.01%	424
2025 Q4	$77.4K	Buy	427 +1	+0.2%	+$180	0.01%	446
2025 Q3	$75.3K	Hold	426	–	–	0.01%	483
2025 Q2	$67.2K	Buy	+426	New	+$63.4K	0.01%	445

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 Wealth Partners's IWN Position: Q2 2026 in Review

Strategic Wealth Partners increased its iShares Russell 2000 Value ETF (IWN) stake by 22% in Q2 2026, buying an estimated $19.5K and bringing the position to 519 shares worth $115K. The position accounts for 0.01% of the portfolio, ranked #386.

Strategic Wealth Partners first reported a position in IWN in Q2 2025 and has held it in 5 quarters since. 1,080 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

Strategic Wealth Partners held 519 shares of iShares Russell 2000 Value ETF worth $115K as of Q2 2026.
Strategic Wealth Partners bought 93 iShares Russell 2000 Value ETF shares in Q2 2026, an estimated $19.5K.
iShares Russell 2000 Value ETF made up 0.01% of Strategic Wealth Partners's portfolio in Q2 2026, its #386 holding.
Strategic Wealth Partners first reported a position in iShares Russell 2000 Value ETF in Q2 2025 and has held it in 5 quarters since.
1,080 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.