IFPG
IWN icon

Intrepid Financial Planning Group’s iShares Russell 2000 Value ETF IWN Stock Holding History

Intrepid Financial Planning Group’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 		$730K Buy
3,302
+57
+2% +$11.9K 0.25% 61
2026
Q1 		$627K Sell
3,245
-25
-0.8% -$4.84K 0.25% 64
2025
Q4 		$592K Sell
3,270
-36
-1% -$6.47K 0.23% 64
2025
Q3 		$585K Buy
3,306
+80
+2% +$13.5K 0.22% 67
2025
Q2 		$509K Buy
3,226
+22
+0.7% +$3.28K 0.21% 68
2025
Q1 		$484K Sell
3,204
-162
-5% -$26.2K 0.22% 70
2024
Q4 		$553K Sell
3,366
-210
-6% -$35.8K 0.23% 67
2024
Q3 		$597K Sell
3,576
-49
-1% -$7.96K 0.26% 63
2024
Q2 		$552K Buy
3,625
+25
+0.7% +$3.82K 0.24% 66
2024
Q1 		$572K Buy
3,600
+205
+6% +$31K 0.25% 66
2023
Q4 		$527K Sell
3,395
-129
-4% -$17.9K 0.25% 64
2023
Q3 		$478K Hold
3,524
– – 0.25% 62
2023
Q2 		$496K Sell
3,524
-60
-2% -$8.11K 0.24% 65
2023
Q1 		$491K Buy
3,584
+30
+0.8% +$4.35K 0.25% 59
2022
Q4 		$493K Sell
3,554
-15
-0.4% -$2.12K 0.27% 59
2022
Q3 		$460K Sell
3,569
-53
-1% -$7.66K 0.26% 56
2022
Q2 		$493K Buy
+3,622
New +$539K 0.27% 54

Other funds holding IWN

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
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
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
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

Intrepid Financial Planning Group's IWN Position: Q2 2026 in Review

Intrepid Financial Planning Group increased its iShares Russell 2000 Value ETF (IWN) stake by 1.8% in Q2 2026, buying an estimated $11.9K and bringing the position to 3,302 shares worth $730K. The position accounts for 0.25% of the portfolio, ranked #61.

Intrepid Financial Planning Group first reported a position in IWN in Q2 2022 and has held it in 17 quarters since. 1,074 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

  • Intrepid Financial Planning Group held 3,302 shares of iShares Russell 2000 Value ETF worth $730K as of Q2 2026.
  • Intrepid Financial Planning Group bought 57 iShares Russell 2000 Value ETF shares in Q2 2026, an estimated $11.9K.
  • iShares Russell 2000 Value ETF made up 0.25% of Intrepid Financial Planning Group's portfolio in Q2 2026, its #61 holding.
  • Intrepid Financial Planning Group first reported a position in iShares Russell 2000 Value ETF in Q2 2022 and has held it in 17 quarters since.
  • 1,074 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

Based on Intrepid Financial Planning Group's 13F filing for Q2 2026, filed 12 Aug 2026.