BFC Planning, Inc.’s iShares Russell 2000 Value ETF IWN Stock Holding History

BFC Planning, Inc.’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	$754K	Buy	3,409 +665	+24%	+$139K	0.03%	475
2026 Q1	$520K	Sell	2,744 -752	-22%	-$146K	0.02%	558
2025 Q4	$634K	Sell	3,496 -868	-20%	-$156K	0.03%	484
2025 Q3	$772K	Sell	4,364 -9	-0.2%	-$1.52K	0.06%	288
2025 Q2	$690K	Sell	4,373 -140	-3%	-$20.8K	0.05%	294
2025 Q1	$681K	Sell	4,513 -106	-2%	-$17.1K	0.06%	270
2024 Q4	$758K	Buy	+4,619	New	+$788K	0.06%	252

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 22.9% 1-Year Est. Return

TIAA Wealth Investment Management New York $15B AUM

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

M&T Bank Buffalo, New York $34.1B AUM 29.18% 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

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

BFC Planning, Inc.'s IWN Position: Q2 2026 in Review

BFC Planning, Inc. increased its iShares Russell 2000 Value ETF (IWN) stake by 24% in Q2 2026, buying an estimated $139K and bringing the position to 3,409 shares worth $754K. The position accounts for 0.03% of the portfolio, ranked #475.

BFC Planning, Inc. first reported a position in IWN in Q4 2024 and has held it in 7 quarters since. The position peaked at $772K in Q3 2025. 1,086 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

BFC Planning, Inc. held 3,409 shares of iShares Russell 2000 Value ETF worth $754K as of Q2 2026.
BFC Planning, Inc. bought 665 iShares Russell 2000 Value ETF shares in Q2 2026, an estimated $139K.
iShares Russell 2000 Value ETF made up 0.03% of BFC Planning, Inc.'s portfolio in Q2 2026, its #475 holding.
BFC Planning, Inc. first reported a position in iShares Russell 2000 Value ETF in Q4 2024 and has held it in 7 quarters since.
BFC Planning, Inc.'s iShares Russell 2000 Value ETF position peaked at $772K in Q3 2025.
1,086 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.