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

Essential 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
2025
Q1 		– Sell
-4,470
Closed -$755K – 193
2024
Q4 		$755K Buy
+4,470
New +$763K ﹤0.01% 243

Other funds holding IWN

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
APF
Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Essential Planning's IWN Position: Q1 2025 in Review

Essential Planning sold out of iShares Russell 2000 Value ETF (IWN) in Q1 2025, closing a stake of 4,470 shares — an estimated $755K sold.

Essential Planning first reported a position in IWN in Q4 2024 and held it in 1 quarter. The position peaked at $755K in Q4 2024. 984 funds tracked by Wall St. Rank hold IWN as of Q1 2025.

  • Essential Planning reported no remaining iShares Russell 2000 Value ETF position as of Q1 2025 after selling out during the quarter.
  • Essential Planning sold 4,470 iShares Russell 2000 Value ETF shares in Q1 2025, an estimated $755K.
  • Essential Planning first reported a position in iShares Russell 2000 Value ETF in Q4 2024 and held it in 1 quarter.
  • Essential Planning's iShares Russell 2000 Value ETF position peaked at $755K in Q4 2024.
  • 984 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q1 2025.

Based on Essential Planning's 13F filing for Q1 2025, filed 8 May 2025.