Financial Life Planners’s iShares Russell 2000 Value ETF IWN Stock Holding History

Financial Life Planners’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	$14.8K	Hold	67	–	–	0.01%	211
2026 Q1	$12.7K	Buy	+67	New	+$13K	0.01%	221
2025 Q4	–	Sell	-66	Closed	-$11.7K	–	188
2025 Q3	$11.7K	Buy	+66	New	+$11.1K	0.01%	237
2025 Q1	–	Sell	-161	Closed	-$26.5K	–	226
2024 Q4	$26.5K	Buy	+161	New	+$27.5K	0.02%	177

Other funds holding IWN

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

VNIM

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return

BPWM

Badgley Phelps Wealth Managers Seattle, Washington $5.71B AUM 30.33% 1-Year Est. Return

Whittier Trust South Pasadena, California $10.2B AUM 33.39% 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

WoodTrust Financial Wisconsin Rapids, Wisconsin $842M AUM 28.01% 1-Year Est. Return

Financial Life Planners's IWN Position: Q2 2026 in Review

Financial Life Planners held its iShares Russell 2000 Value ETF (IWN) position steady in Q2 2026 at 67 shares worth $14.8K. The position accounts for 0.01% of the portfolio, ranked #211.

Financial Life Planners first reported a position in IWN in Q4 2024 and has held it in 4 quarters since. The position peaked at $26.5K in Q4 2024. 496 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

Financial Life Planners held 67 shares of iShares Russell 2000 Value ETF worth $14.8K as of Q2 2026.
Financial Life Planners left its iShares Russell 2000 Value ETF share count unchanged in Q2 2026.
iShares Russell 2000 Value ETF made up 0.01% of Financial Life Planners's portfolio in Q2 2026, its #211 holding.
Financial Life Planners first reported a position in iShares Russell 2000 Value ETF in Q4 2024 and has held it in 4 quarters since.
Financial Life Planners's iShares Russell 2000 Value ETF position peaked at $26.5K in Q4 2024.
496 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

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