Planned Solutions’s iShares Russell 2000 Value ETF IWN Stock Holding History

Planned Solutions’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	$288K	Hold	1,302	–	–	0.08%	115
2026 Q1	$247K	Hold	1,302	–	–	0.08%	118
2025 Q4	$236K	Hold	1,302	–	–	0.08%	123
2025 Q3	$230K	Buy	+1,302	New	+$220K	0.08%	126
2024 Q4	–	Sell	-913	Closed	-$152K	–	374
2024 Q3	$152K	Buy	+913	New	+$148K	0.06%	145
2024 Q1	–	Sell	-913	Closed	-$142K	–	315
2023 Q4	$142K	Buy	+913	New	+$126K	0.07%	128

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 22.96% 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 29.2% 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

Planned Solutions's IWN Position: Q2 2026 in Review

Planned Solutions held its iShares Russell 2000 Value ETF (IWN) position steady in Q2 2026 at 1,302 shares worth $288K. The position accounts for 0.08% of the portfolio, ranked #115.

Planned Solutions first reported a position in IWN in Q4 2023 and has held it in 6 quarters since. 1,074 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

Planned Solutions held 1,302 shares of iShares Russell 2000 Value ETF worth $288K as of Q2 2026.
Planned Solutions left its iShares Russell 2000 Value ETF share count unchanged in Q2 2026.
iShares Russell 2000 Value ETF made up 0.08% of Planned Solutions's portfolio in Q2 2026, its #115 holding.
Planned Solutions first reported a position in iShares Russell 2000 Value ETF in Q4 2023 and has held it in 6 quarters since.
1,074 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

Based on Planned Solutions's 13F filing for Q2 2026, filed 13 Jul 2026.