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McCarley & Cook Financial Planners’s iShares Russell 2000 Value ETF IWN Stock Holding History

McCarley & Cook Financial Planners’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
Q3 		$323K Hold
1,543
– – 0.25% 39
2026
Q2 		$341K Hold
1,543
– – 0.26% 36
2026
Q1 		$293K Hold
1,543
– – 0.25% 38
2025
Q4 		$280K Buy
+1,543
New +$277K 0.25% 39

Other funds holding IWN

Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
Badgley Phelps Wealth Managers
Badgley Phelps Wealth Managers Seattle, Washington $5.8B AUM 25.34% 1-Year Est. Return
Stephens Group Asset Management
Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Courier Capital
Courier Capital Buffalo, New York $2.02B AUM 16.74% 1-Year Est. Return
WoodTrust Financial
WoodTrust Financial Wisconsin Rapids, Wisconsin $825M AUM 20.13% 1-Year Est. Return
Powell Investment Advisors
Powell Investment Advisors Miami, Florida $313M AUM 15.34% 1-Year Est. Return
Aspiriant LLC
Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return
Hillcrest Wealth Advisors
Hillcrest Wealth Advisors Hazlet, New Jersey $282M AUM 11.39% 1-Year Est. Return
LFWA
LBJ Family Wealth Advisors Austin, Texas $196M AUM 12.84% 1-Year Est. Return

McCarley & Cook Financial Planners's IWN Position: Q3 2026 in Review

McCarley & Cook Financial Planners held its iShares Russell 2000 Value ETF (IWN) position steady in Q3 2026 at 1,543 shares worth $323K. The position accounts for 0.25% of the portfolio, ranked #39.

McCarley & Cook Financial Planners first reported a position in IWN in Q4 2025 and has held it in 4 quarters since. The position peaked at $341K in Q2 2026. 280 funds tracked by Wall St. Rank hold IWN as of Q3 2026.

  • McCarley & Cook Financial Planners held 1,543 shares of iShares Russell 2000 Value ETF worth $323K as of Q3 2026.
  • McCarley & Cook Financial Planners left its iShares Russell 2000 Value ETF share count unchanged in Q3 2026.
  • iShares Russell 2000 Value ETF made up 0.25% of McCarley & Cook Financial Planners's portfolio in Q3 2026, its #39 holding.
  • McCarley & Cook Financial Planners first reported a position in iShares Russell 2000 Value ETF in Q4 2025 and has held it in 4 quarters since.
  • McCarley & Cook Financial Planners's iShares Russell 2000 Value ETF position peaked at $341K in Q2 2026.
  • 280 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q3 2026.

Based on McCarley & Cook Financial Planners's 13F filing for Q3 2026, filed 21 Oct 2026.