Superior Planning, LLC’s iShares Russell 2000 Value ETF IWN Stock Holding History

Superior Planning, LLC’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 Q3	$1.88K	Buy	+9	New	+$1.99K	﹤0.01%	1584

Other funds holding IWN

TIAA Wealth Investment Management New York $16.6B AUM

M&T Bank Buffalo, New York $34.1B AUM 21.87% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

TIAA-CREF Individual & Institutional Services New York $29.5B AUM

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

Superior Planning, LLC's IWN Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in iShares Russell 2000 Value ETF (IWN) in Q3 2026: 9 shares worth $1.88K. The stake represents ﹤0.01% of the portfolio and ranks #1584 among its holdings.

854 funds tracked by Wall St. Rank hold IWN as of Q3 2026.

Superior Planning, LLC held 9 shares of iShares Russell 2000 Value ETF worth $1.88K as of Q3 2026.
iShares Russell 2000 Value ETF was a new Superior Planning, LLC position in Q3 2026.
iShares Russell 2000 Value ETF made up ﹤0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #1584 holding.
854 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.