Avantax Planning Partners
IWN icon

Avantax Planning Partners’s iShares Russell 2000 Value ETF IWN Stock Holding History

Avantax Planning 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
Q3 		$5.98M Sell
28,558
-1,289
-4% -$285K 0.15% 90
2026
Q2 		$6.6M Sell
29,847
-738
-2% -$154K 0.16% 86
2026
Q1 		$5.8M Sell
30,585
-1,530
-5% -$296K 0.16% 86
2025
Q4 		$5.82M Sell
32,115
-50
-0.2% -$8.98K 0.16% 88
2025
Q3 		$5.69M Sell
32,165
-1,233
-4% -$208K 0.16% 86
2025
Q2 		$5.27M Sell
33,398
-436
-1% -$64.9K 0.17% 85
2025
Q1 		$5.11M Sell
33,834
-1,249
-4% -$202K 0.18% 84
2024
Q4 		$5.76M Sell
35,083
-2,903
-8% -$495K 0.21% 76
2024
Q3 		$6.34M Sell
37,986
-25,364
-40% -$4.12M 0.23% 74
2024
Q2 		$9.6M Sell
63,350
-23,676
-27% -$3.62M 0.31% 58
2024
Q1 		$13.8M Sell
87,026
-500,978
-85% -$75.9M 0.45% 35
2023
Q4 		$91.3M Buy
588,004
+28,983
+5% +$4.01M 3.48% 6
2023
Q3 		$75.8M Buy
559,021
+9,043
+2% +$1.3M 3.17% 6
2023
Q2 		$77.4M Buy
549,978
+32,454
+6% +$4.39M 3.08% 6
2023
Q1 		$70.9M Sell
517,524
-6,651
-1% -$964K 2.88% 7
2022
Q4 		$72.7M Sell
524,175
-1,255
-0.2% -$177K 2.88% 7
2022
Q3 		$67.7M Buy
525,430
+9,431
+2% +$1.36M 3.05% 7
2022
Q2 		$70.3M Sell
515,999
-59,205
-10% -$8.81M 3% 8
2022
Q1 		$92.8M Sell
575,204
-957
-0.2% -$153K 3.69% 7
2021
Q4 		$95.7M Buy
576,161
+41,645
+8% +$6.94M 3.93% 6
2021
Q3 		$85.6M Buy
534,516
+17,771
+3% +$2.86M 3.95% 6
2021
Q2 		$85.7M Buy
516,745
+83,288
+19% +$13.7M 4.02% 6
2021
Q1 		$69.1M Buy
433,457
+429,096
+9,839% +$64.9M 3.56% 6
2020
Q4 		$575K Sell
4,361
-648
-13% -$76.5K 0.03% 172
2020
Q3 		$498K Buy
5,009
+320
+7% +$32.5K 0.03% 179
2020
Q2 		$457K Hold
4,689
– – 0.03% 178
2020
Q1 		$385K Sell
4,689
-4,653
-50% -$522K 0.03% 178
2019
Q4 		$1.2M Sell
9,342
-3
-0% -$371 0.07% 101
2019
Q3 		$1.12M Sell
9,345
-208
-2% -$24.6K 0.07% 101
2019
Q2 		$1.15M Buy
9,553
+3
+0% +$362 0.07% 95
2019
Q1 		$1.14M Sell
9,550
-16
-0.2% -$1.91K 0.08% 90
2018
Q4 		$1.03M Buy
9,566
+3,665
+62% +$441K 0.08% 95
2018
Q3 		$785K Hold
5,901
– – 0.06% 100
2018
Q2 		$778K Sell
5,901
-1
-0% -$129 0.07% 100
2018
Q1 		$719K Sell
5,902
-4,981
-46% -$624K 0.06% 136
2017
Q4 		$1.37M Sell
10,883
-5,102
-32% -$638K 0.13% 71
2017
Q3 		$1.98M Sell
15,985
-1,934
-11% -$228K 0.16% 66
2017
Q2 		$2.13M Sell
17,919
-125
-0.7% -$14.7K 0.18% 58
2017
Q1 		$2.13M Sell
18,044
-351
-2% -$41.6K 0.19% 51
2016
Q4 		$2.19M Buy
+18,395
New +$2.03M 0.23% 38

Other funds holding IWN

M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 21.87% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Cassaday & Co Wealth Management
Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
Badgley Phelps Wealth Managers
Badgley Phelps Wealth Managers Seattle, Washington $5.8B AUM 25.34% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Avantax Planning Partners's IWN Position: Q3 2026 in Review

Avantax Planning Partners reduced its iShares Russell 2000 Value ETF (IWN) stake by 4.3% in Q3 2026, selling an estimated $285K and leaving 28,558 shares worth $5.98M. The position accounts for 0.15% of the portfolio, ranked #90.

Avantax Planning Partners first reported a position in IWN in Q4 2016 and has held it in 40 quarters since. The position peaked at $95.7M in Q4 2021. 755 funds tracked by Wall St. Rank hold IWN as of Q3 2026.

  • Avantax Planning Partners held 28,558 shares of iShares Russell 2000 Value ETF worth $5.98M as of Q3 2026.
  • Avantax Planning Partners sold 1,289 iShares Russell 2000 Value ETF shares in Q3 2026, an estimated $285K.
  • iShares Russell 2000 Value ETF made up 0.15% of Avantax Planning Partners's portfolio in Q3 2026, its #90 holding.
  • Avantax Planning Partners first reported a position in iShares Russell 2000 Value ETF in Q4 2016 and has held it in 40 quarters since.
  • Avantax Planning Partners's iShares Russell 2000 Value ETF position peaked at $95.7M in Q4 2021.
  • 755 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q3 2026.

Based on Avantax Planning Partners's 13F filing for Q3 2026, filed 3 Nov 2026.