MSFP
IWN icon

Mark Sheptoff Financial Planning’s iShares Russell 2000 Value ETF IWN Stock Holding History

Mark Sheptoff Financial Planning’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 		$11.3K Hold
54
– – 0.01% 326
2025
Q4 		$9.79K Hold
54
– – ﹤0.01% 351
2025
Q3 		$9.55K Hold
54
– – ﹤0.01% 346
2025
Q2 		$8.52K Hold
54
– – ﹤0.01% 353
2025
Q1 		$8.15K Hold
54
– – ﹤0.01% 336
2024
Q4 		$8.87K Buy
54
+30
+125% +$5.12K ﹤0.01% 328
2024
Q3 		$4K Buy
+24
New +$3.9K ﹤0.01% 378

Other funds holding IWN

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
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 $18.1B AUM 24.63% 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
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Mark Sheptoff Financial Planning's IWN Position: Q1 2026 in Review

Mark Sheptoff Financial Planning held its iShares Russell 2000 Value ETF (IWN) position steady in Q1 2026 at 54 shares worth $11.3K. The position accounts for 0.01% of the portfolio, ranked #326.

Mark Sheptoff Financial Planning first reported a position in IWN in Q3 2024 and has held it in 7 quarters since. 1,029 funds tracked by Wall St. Rank hold IWN as of Q1 2026.

  • Mark Sheptoff Financial Planning held 54 shares of iShares Russell 2000 Value ETF worth $11.3K as of Q1 2026.
  • Mark Sheptoff Financial Planning left its iShares Russell 2000 Value ETF share count unchanged in Q1 2026.
  • iShares Russell 2000 Value ETF made up 0.01% of Mark Sheptoff Financial Planning's portfolio in Q1 2026, its #326 holding.
  • Mark Sheptoff Financial Planning first reported a position in iShares Russell 2000 Value ETF in Q3 2024 and has held it in 7 quarters since.
  • 1,029 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q1 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2026, filed 11 May 2026.