Center for Financial Planning’s iShares Russell 2000 Value ETF IWN Stock Holding History

Center for Financial Planning’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	$979K	Buy	4,425 +356	+9%	+$74.5K	0.09%	77
2026 Q1	$771K	Sell	4,069 -630	-13%	-$122K	0.08%	82
2025 Q4	$852K	Sell	4,699 -61	-1%	-$11K	0.09%	74
2025 Q3	$842K	Hold	4,760	–	–	0.09%	76
2025 Q2	$751K	Sell	4,760 -11	-0.2%	-$1.64K	0.09%	78
2025 Q1	$720K	Buy	4,771 +11	+0.2%	+$1.78K	0.09%	76
2024 Q4	$781K	Hold	4,760	–	–	0.1%	66
2024 Q3	$794K	Sell	4,760 -120	-2%	-$19.5K	0.11%	64
2024 Q2	$743K	Hold	4,880	–	–	0.11%	65
2024 Q1	$775K	Hold	4,880	–	–	0.12%	66
2023 Q4	$758K	Sell	4,880 -30	-0.6%	-$4.16K	0.14%	64
2023 Q3	$666K	Sell	4,910 -350	-7%	-$50.2K	0.14%	65
2023 Q2	$741K	Buy	5,260 +30	+0.6%	+$4.06K	0.16%	62
2023 Q1	$717K	Sell	5,230 -373	-7%	-$54.1K	0.17%	59
2022 Q4	$777K	Buy	5,603 +7	+0.1%	+$988	0.19%	58
2022 Q3	$721K	Hold	5,596	–	–	0.19%	60
2022 Q2	$762K	Sell	5,596 -4,600	-45%	-$684K	0.19%	59
2022 Q1	$1.65M	Buy	10,196 +4,600	+82%	+$733K	0.34%	30
2021 Q4	$929K	Sell	5,596 -48	-0.9%	-$8K	0.19%	59
2021 Q3	$904K	Sell	5,644 -219	-4%	-$35.2K	0.22%	52
2021 Q2	$972K	Sell	5,863 -43	-0.7%	-$7.09K	0.24%	49
2021 Q1	$942K	Hold	5,906	–	–	0.25%	49
2020 Q4	$778K	Sell	5,906 -422	-7%	-$49.8K	0.22%	49
2020 Q3	$629K	Sell	6,328 -1,038	-14%	-$105K	0.2%	52
2020 Q2	$718K	Buy	7,366 +4,806	+188%	+$437K	0.25%	47
2020 Q1	$210K	Buy	+2,560	New	+$287K	0.07%	105

Other funds holding IWN

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

SGAM

Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

WPW

Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

HWA

Hillcrest Wealth Advisors Hazlet, New Jersey $279M AUM 21.72% 1-Year Est. Return

SCG

Sonata Capital Group Seattle, Washington $310M AUM 18.96% 1-Year Est. Return

LFWA

LBJ Family Wealth Advisors Austin, Texas $196M AUM 22.12% 1-Year Est. Return

Center for Financial Planning's IWN Position: Q2 2026 in Review

Center for Financial Planning increased its iShares Russell 2000 Value ETF (IWN) stake by 8.7% in Q2 2026, buying an estimated $74.5K and bringing the position to 4,425 shares worth $979K. The position accounts for 0.09% of the portfolio, ranked #77.

Center for Financial Planning first reported a position in IWN in Q1 2020 and has held it in 26 quarters since. The position peaked at $1.65M in Q1 2022. 312 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

Center for Financial Planning held 4,425 shares of iShares Russell 2000 Value ETF worth $979K as of Q2 2026.
Center for Financial Planning bought 356 iShares Russell 2000 Value ETF shares in Q2 2026, an estimated $74.5K.
iShares Russell 2000 Value ETF made up 0.09% of Center for Financial Planning's portfolio in Q2 2026, its #77 holding.
Center for Financial Planning first reported a position in iShares Russell 2000 Value ETF in Q1 2020 and has held it in 26 quarters since.
Center for Financial Planning's iShares Russell 2000 Value ETF position peaked at $1.65M in Q1 2022.
312 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.