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 Q2	$3.32K	Hold	15	–	–	﹤0.01%	283
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 $1.55T 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 22.96% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $15B AUM

DADC

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

TCIIS

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

VNIM

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

Game Plan Financial Advisors's IWN Position: Q2 2026 in Review

Game Plan Financial Advisors held its iShares Russell 2000 Value ETF (IWN) position steady in Q2 2026 at 15 shares worth $3.32K. The position accounts for ﹤0.01% of the portfolio, ranked #283.

Game Plan Financial Advisors first reported a position in IWN in Q4 2023 and has held it in 11 quarters since. The position peaked at $25.4K in Q1 2024. 1,078 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

Game Plan Financial Advisors held 15 shares of iShares Russell 2000 Value ETF worth $3.32K as of Q2 2026.
Game Plan Financial Advisors left its iShares Russell 2000 Value ETF share count unchanged in Q2 2026.
iShares Russell 2000 Value ETF made up ﹤0.01% of Game Plan Financial Advisors's portfolio in Q2 2026, its #283 holding.
Game Plan Financial Advisors first reported a position in iShares Russell 2000 Value ETF in Q4 2023 and has held it in 11 quarters since.
Game Plan Financial Advisors's iShares Russell 2000 Value ETF position peaked at $25.4K in Q1 2024.
1,078 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

Based on Game Plan Financial Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.