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Three Bearings Fiduciary Advisors’s iShares Russell 2000 Value ETF IWN Stock Holding History

Three Bearings Fiduciary Advisors’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 		$885 Hold
4
– – ﹤0.01% 281
2026
Q1 		$759 Hold
4
– – ﹤0.01% 296
2025
Q4 		$776 Buy
+4
New +$719 ﹤0.01% 327

Other funds holding IWN

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return
BPWM
Badgley Phelps Wealth Managers Seattle, Washington $5.71B AUM 30.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Three Bearings Fiduciary Advisors's IWN Position: Q2 2026 in Review

Three Bearings Fiduciary Advisors held its iShares Russell 2000 Value ETF (IWN) position steady in Q2 2026 at 4 shares worth $885. The position accounts for ﹤0.01% of the portfolio, ranked #281.

Three Bearings Fiduciary Advisors first reported a position in IWN in Q4 2025 and has held it in 3 quarters since. 697 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

  • Three Bearings Fiduciary Advisors held 4 shares of iShares Russell 2000 Value ETF worth $885 as of Q2 2026.
  • Three Bearings Fiduciary Advisors left its iShares Russell 2000 Value ETF share count unchanged in Q2 2026.
  • iShares Russell 2000 Value ETF made up ﹤0.01% of Three Bearings Fiduciary Advisors's portfolio in Q2 2026, its #281 holding.
  • Three Bearings Fiduciary Advisors first reported a position in iShares Russell 2000 Value ETF in Q4 2025 and has held it in 3 quarters since.
  • 697 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

Based on Three Bearings Fiduciary Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.