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Oath Planning’s iShares Russell 2000 Value ETF IWN Stock Holding History

Oath 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
Q2 		$386K Buy
1,744
+7
+0.4% +$1.47K 0.29% 46
2026
Q1 		$329K Buy
1,737
+4
+0.2% +$774 0.29% 49
2025
Q4 		$314K Buy
+1,733
New +$311K 0.31% 51

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 22.9% 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 29.18% 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

Oath Planning's IWN Position: Q2 2026 in Review

Oath Planning increased its iShares Russell 2000 Value ETF (IWN) stake by 0.4% in Q2 2026, buying an estimated $1.47K and bringing the position to 1,744 shares worth $386K. The position accounts for 0.29% of the portfolio, ranked #46.

Oath Planning first reported a position in IWN in Q4 2025 and has held it in 3 quarters since. 1,081 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

  • Oath Planning held 1,744 shares of iShares Russell 2000 Value ETF worth $386K as of Q2 2026.
  • Oath Planning bought 7 iShares Russell 2000 Value ETF shares in Q2 2026, an estimated $1.47K.
  • iShares Russell 2000 Value ETF made up 0.29% of Oath Planning's portfolio in Q2 2026, its #46 holding.
  • Oath Planning first reported a position in iShares Russell 2000 Value ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,081 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

Based on Oath Planning's 13F filing for Q2 2026, filed 24 Jul 2026.