Partners in Financial Planning’s iShares Russell 2000 Value ETF IWN Stock Holding History

Partners in 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	$239K	Hold	1,261	–	–	0.04%	112
2025 Q4	$228K	Buy	1,261 +2	+0.2%	+$359	0.04%	108
2025 Q3	$223K	Sell	1,259 -11	-0.9%	-$1.86K	0.04%	109
2025 Q2	$200K	Buy	+1,270	New	+$189K	0.04%	107
2025 Q1	–	Sell	-1,269	Closed	-$208K	–	105
2024 Q4	$208K	Buy	1,269 +1	+0.1%	+$171	0.04%	105
2024 Q3	$212K	Buy	+1,268	New	+$206K	0.04%	105
2024 Q2	–	Sell	-1,270	Closed	-$202K	–	105
2024 Q1	$202K	Buy	+1,270	New	+$192K	0.04%	103
2022 Q3	–	Sell	-1,378	Closed	-$203K	–	94
2022 Q2	$203K	Buy	+1,378	New	+$205K	0.06%	94
2021 Q4	–	Sell	-1,285	Closed	-$206K	–	93
2021 Q3	$206K	Hold	1,285	–	–	0.06%	93
2021 Q2	$213K	Buy	+1,285	New	+$212K	0.07%	87

Other funds holding IWN

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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 Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

Partners in Financial Planning's IWN Position: Q1 2026 in Review

Partners in Financial Planning held its iShares Russell 2000 Value ETF (IWN) position steady in Q1 2026 at 1,261 shares worth $239K. The position accounts for 0.04% of the portfolio, ranked #112.

Partners in Financial Planning first reported a position in IWN in Q2 2021 and has held it in 10 quarters since. 1,032 funds tracked by Wall St. Rank hold IWN as of Q1 2026.

Partners in Financial Planning held 1,261 shares of iShares Russell 2000 Value ETF worth $239K as of Q1 2026.
Partners in Financial Planning left its iShares Russell 2000 Value ETF share count unchanged in Q1 2026.
iShares Russell 2000 Value ETF made up 0.04% of Partners in Financial Planning's portfolio in Q1 2026, its #112 holding.
Partners in Financial Planning first reported a position in iShares Russell 2000 Value ETF in Q2 2021 and has held it in 10 quarters since.
1,032 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q1 2026.

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