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 Q2	$279K	Buy	1,262 +1	+0.1%	+$209	0.04%	111
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 $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

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

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

Partners in Financial Planning's IWN Position: Q2 2026 in Review

Partners in Financial Planning increased its iShares Russell 2000 Value ETF (IWN) stake by 0.08% in Q2 2026, buying an estimated $209 and bringing the position to 1,262 shares worth $279K. The position accounts for 0.04% of the portfolio, ranked #111.

Partners in Financial Planning first reported a position in IWN in Q2 2021 and has held it in 11 quarters since. 1,081 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

Partners in Financial Planning held 1,262 shares of iShares Russell 2000 Value ETF worth $279K as of Q2 2026.
Partners in Financial Planning bought 1 iShares Russell 2000 Value ETF share in Q2 2026, an estimated $209.
iShares Russell 2000 Value ETF made up 0.04% of Partners in Financial Planning's portfolio in Q2 2026, its #111 holding.
Partners in Financial Planning first reported a position in iShares Russell 2000 Value ETF in Q2 2021 and has held it in 11 quarters since.
1,081 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

Based on Partners in Financial Planning's 13F filing for Q2 2026, filed 10 Aug 2026.