Game Plan Financial Advisors’s iShares Russell 2000 Value ETF IWN Stock Holding History

Game Plan Financial Advisors’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	$2.84K	Sell	15 -10	-40%	-$1.94K	﹤0.01%	246
2025 Q4	$4.53K	Hold	25	–	–	﹤0.01%	242
2025 Q3	$4.42K	Hold	25	–	–	﹤0.01%	252
2025 Q2	$3.94K	Hold	25	–	–	﹤0.01%	259
2025 Q1	$3.77K	Buy	25 +15	+150%	+$2.42K	﹤0.01%	265
2024 Q4	$2.88K	Sell	10 -65	-87%	-$11.1K	﹤0.01%	284
2024 Q3	$12.5K	Hold	75	–	–	0.01%	225
2024 Q2	$11.4K	Sell	75 -85	-53%	-$13K	0.01%	235
2024 Q1	$25.4K	Hold	160	–	–	0.01%	187
2023 Q4	$24.8K	Buy	+160	New	+$22.2K	0.01%	181

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

Game Plan Financial Advisors's IWN Position: Q1 2026 in Review

Game Plan Financial Advisors reduced its iShares Russell 2000 Value ETF (IWN) stake by 40% in Q1 2026, selling an estimated $1.94K and leaving 15 shares worth $2.84K. The position accounts for ﹤0.01% of the portfolio, ranked #246.

Game Plan Financial Advisors first reported a position in IWN in Q4 2023 and has held it in 10 quarters since. The position peaked at $25.4K in Q1 2024. 1,028 funds tracked by Wall St. Rank hold IWN as of Q1 2026.

Game Plan Financial Advisors held 15 shares of iShares Russell 2000 Value ETF worth $2.84K as of Q1 2026.
Game Plan Financial Advisors sold 10 iShares Russell 2000 Value ETF shares in Q1 2026, an estimated $1.94K.
iShares Russell 2000 Value ETF made up ﹤0.01% of Game Plan Financial Advisors's portfolio in Q1 2026, its #246 holding.
Game Plan Financial Advisors first reported a position in iShares Russell 2000 Value ETF in Q4 2023 and has held it in 10 quarters since.
Game Plan Financial Advisors's iShares Russell 2000 Value ETF position peaked at $25.4K in Q1 2024.
1,028 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q1 2026.

Based on Game Plan Financial Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.