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

Creative 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 Q1	$17M	Buy	89,487 +1,952	+2%	+$378K	0.01%	500
2025 Q4	$15.9M	Buy	87,535 +2,878	+3%	+$517K	0.01%	459
2025 Q3	$15M	Buy	84,657 +792	+0.9%	+$134K	0.01%	439
2025 Q2	$13.2M	Buy	83,865 +8,454	+11%	+$1.26M	0.01%	442
2025 Q1	$11.4M	Buy	75,411 +633	+0.8%	+$102K	0.01%	446
2024 Q4	$12.3M	Sell	74,778 -2,359	-3%	-$403K	0.01%	394
2024 Q3	$12.9M	Sell	77,137 -8,080	-9%	-$1.31M	0.01%	367
2024 Q2	$13M	Buy	85,217 +2,543	+3%	+$389K	0.01%	351
2024 Q1	$13.1M	Buy	82,674 +4,107	+5%	+$622K	0.01%	344
2023 Q4	$12.2M	Buy	78,567 +12,370	+19%	+$1.71M	0.02%	344
2023 Q3	$8.97M	Sell	66,197 -1,416	-2%	-$203K	0.01%	380
2023 Q2	$9.52M	Sell	67,613 -30,721	-31%	-$4.15M	0.01%	362
2023 Q1	$13.5M	Sell	98,334 -3,251	-3%	-$471K	0.02%	280
2022 Q4	$14.1M	Buy	101,585 +11,446	+13%	+$1.62M	0.02%	260
2022 Q3	$11.6M	Sell	90,139 -18,446	-17%	-$2.67M	0.02%	277
2022 Q2	$14.8M	Buy	108,585 +17,847	+20%	+$2.66M	0.02%	244
2022 Q1	$14.6M	Buy	90,738 +64,803	+250%	+$10.3M	0.02%	260
2021 Q4	$4.31M	Sell	25,935 -2,158	-8%	-$360K	0.01%	455
2021 Q3	$4.5M	Sell	28,093 -3,395	-11%	-$545K	0.01%	440
2021 Q2	$5.22M	Buy	31,488 +4,104	+15%	+$677K	0.01%	401
2021 Q1	$4.37M	Sell	27,384 -2,531	-8%	-$383K	0.01%	450
2020 Q4	$3.94M	Buy	29,915 +6,390	+27%	+$754K	0.01%	433
2020 Q3	$2.34M	Buy	23,525 +4,496	+24%	+$457K	0.01%	511
2020 Q2	$1.85M	Sell	19,029 -3,990	-17%	-$363K	0.01%	521
2020 Q1	$1.89M	Sell	23,019 -5,729	-20%	-$643K	0.01%	452
2019 Q4	$3.7M	Buy	28,748 +2,261	+9%	+$280K	0.01%	355
2019 Q3	$3.16M	Sell	26,487 -347	-1%	-$41K	0.01%	382
2019 Q2	$3.23M	Buy	26,834 +1,020	+4%	+$123K	0.01%	375
2019 Q1	$3.1M	Buy	25,814 +23	+0.1%	+$2.75K	0.01%	362
2018 Q4	$2.77M	Buy	25,791 +1,212	+5%	+$146K	0.01%	356
2018 Q3	$3.27M	Buy	24,579 +1,492	+6%	+$201K	0.01%	362
2018 Q2	$3.05M	Buy	23,087 +2,816	+14%	+$363K	0.01%	375
2018 Q1	$2.47M	Sell	20,271 -1,540	-7%	-$193K	0.01%	411
2017 Q4	$2.74M	Buy	21,811 +2,210	+11%	+$276K	0.01%	380
2017 Q3	$2.43M	Buy	19,601 +2,161	+12%	+$255K	0.01%	403
2017 Q2	$2.07M	Sell	17,440 -1,685	-9%	-$198K	0.01%	427
2017 Q1	$2.26M	Buy	19,125 +656	+4%	+$77.8K	0.01%	384
2016 Q4	$2.2M	Buy	18,469 +898	+5%	+$99.2K	0.01%	379
2016 Q3	$1.84M	Buy	17,571 +4,296	+32%	+$440K	0.01%	396
2016 Q2	$1.29M	Sell	13,275 -230	-2%	-$21.9K	0.01%	450
2016 Q1	$1.26M	Sell	13,505 -41	-0.3%	-$3.56K	0.01%	435
2015 Q4	$1.25M	Buy	13,546 +986	+8%	+$93.6K	0.01%	437
2015 Q3	$1.13M	Sell	12,560 -2,426	-16%	-$233K	0.01%	444
2015 Q2	$1.53M	Buy	14,986 +3,100	+26%	+$319K	0.01%	359
2015 Q1	$1.23M	Buy	11,886 +1,051	+10%	+$106K	0.01%	400
2014 Q4	$1.1M	Buy	10,835 +1,832	+20%	+$180K	0.01%	424
2014 Q3	$842K	Buy	9,003 +295	+3%	+$29.2K	0.01%	463
2014 Q2	$899K	Buy	8,708 +1,914	+28%	+$190K	0.01%	422
2014 Q1	$685K	Buy	6,794 +230	+4%	+$22.7K	0.01%	501
2013 Q4	$653K	Buy	6,564 +998	+18%	+$95.3K	0.01%	441
2013 Q3	$510K	Sell	5,566 -640	-10%	-$57.7K	0.01%	444
2013 Q2	$533K	Buy	+6,206	New	+$526K	0.01%	391

Other funds holding IWN

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $13.1B AUM

DADC

D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $26B AUM

VNIM

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Creative Planning's IWN Position: Q1 2026 in Review

Creative Planning increased its iShares Russell 2000 Value ETF (IWN) stake by 2.2% in Q1 2026, buying an estimated $378K and bringing the position to 89,487 shares worth $17M. The position accounts for 0.01% of the portfolio, ranked #500.

Creative Planning first reported a position in IWN in Q2 2013 and has held it in 52 quarters since. 1,028 funds tracked by Wall St. Rank hold IWN as of Q1 2026.

Creative Planning held 89,487 shares of iShares Russell 2000 Value ETF worth $17M as of Q1 2026.
Creative Planning bought 1,952 iShares Russell 2000 Value ETF shares in Q1 2026, an estimated $378K.
iShares Russell 2000 Value ETF made up 0.01% of Creative Planning's portfolio in Q1 2026, its #500 holding.
Creative Planning first reported a position in iShares Russell 2000 Value ETF in Q2 2013 and has held it in 52 quarters since.
1,028 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.