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

Comprehensive 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	$9.83K	Hold	44	–	–	0.01%	285
2026 Q1	$8.39K	Hold	44	–	–	0.01%	273
2025 Q4	$8K	Hold	44	–	–	0.01%	273
2025 Q3	$7.76K	Hold	44	–	–	0.01%	257
2025 Q2	$6.89K	Sell	44 -1,052	-96%	-$157K	0.01%	251
2025 Q1	$166K	Sell	1,096 -336	-23%	-$54.3K	0.16%	86
2024 Q4	$235K	Buy	+1,432	New	+$244K	0.2%	81

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 29.2% 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

Comprehensive Financial Planning's IWN Position: Q2 2026 in Review

Comprehensive Financial Planning held its iShares Russell 2000 Value ETF (IWN) position steady in Q2 2026 at 44 shares worth $9.83K. The position accounts for 0.01% of the portfolio, ranked #285.

Comprehensive Financial Planning first reported a position in IWN in Q4 2024 and has held it in 7 quarters since. The position peaked at $235K in Q4 2024. 1,075 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

Comprehensive Financial Planning held 44 shares of iShares Russell 2000 Value ETF worth $9.83K as of Q2 2026.
Comprehensive Financial Planning left its iShares Russell 2000 Value ETF share count unchanged in Q2 2026.
iShares Russell 2000 Value ETF made up 0.01% of Comprehensive Financial Planning's portfolio in Q2 2026, its #285 holding.
Comprehensive Financial Planning first reported a position in iShares Russell 2000 Value ETF in Q4 2024 and has held it in 7 quarters since.
Comprehensive Financial Planning's iShares Russell 2000 Value ETF position peaked at $235K in Q4 2024.
1,075 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

Based on Comprehensive Financial Planning's 13F filing for Q2 2026, filed 10 Aug 2026.