Plante Moran Financial Advisors’s iShares Russell 2000 Value ETF IWN Stock Holding History

Plante Moran Financial Advisors’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	$419K	Hold	1,894	–	–	0.02%	106
2026 Q1	$359K	Sell	1,894 -30	-2%	-$5.81K	0.02%	111
2025 Q4	$349K	Buy	1,924 +48	+3%	+$8.62K	0.02%	121
2025 Q3	$332K	Sell	1,876 -16	-0.8%	-$2.7K	0.02%	121
2025 Q2	$298K	Buy	1,892 +59	+3%	+$8.79K	0.02%	127
2025 Q1	$277K	Hold	1,833	–	–	0.02%	130
2024 Q4	$301K	Buy	1,833 +710	+63%	+$121K	0.03%	129
2024 Q3	$187K	Hold	1,123	–	–	0.02%	187
2024 Q2	$171K	Sell	1,123 -2	-0.2%	-$306	0.02%	184
2024 Q1	$179K	Buy	1,125 +2	+0.2%	+$303	0.02%	181
2023 Q4	$174K	Buy	1,123 +955	+568%	+$132K	0.02%	185
2023 Q3	$22.8K	Sell	168 -103	-38%	-$14.8K	﹤0.01%	409
2023 Q2	$38.2K	Sell	271 -109	-29%	-$14.7K	﹤0.01%	339
2023 Q1	$52.1K	Sell	380 -7,683	-95%	-$1.11M	0.01%	289
2022 Q4	$1.12M	Buy	8,063 +109	+1%	+$15.4K	0.16%	45
2022 Q3	$1.03M	Hold	7,954	–	–	0.18%	40
2022 Q2	$1.08M	Hold	7,954	–	–	0.18%	44
2022 Q1	$1.28M	Hold	7,954	–	–	0.24%	40
2021 Q4	$1.32M	Buy	7,954 +7,716	+3,242%	+$1.29M	0.22%	44
2021 Q3	$38K	Buy	238 +70	+42%	+$11.2K	0.01%	429
2021 Q2	$28K	Sell	168 -38	-18%	-$6.27K	0.01%	490
2021 Q1	$33K	Sell	206 -42	-17%	-$6.35K	0.01%	442
2020 Q4	$33K	Buy	248 +25	+11%	+$2.95K	0.01%	429
2020 Q3	$22K	Buy	223 +38	+21%	+$3.86K	0.01%	476
2020 Q2	$18K	Sell	185 -673	-78%	-$61.2K	0.01%	450
2020 Q1	$70K	Buy	858 +560	+188%	+$62.8K	0.03%	220
2019 Q4	$38K	Sell	298 -4,122	-93%	-$510K	0.01%	361
2019 Q3	$528K	Hold	4,420	–	–	0.15%	82
2019 Q2	$533K	Sell	4,420 -1,650	-27%	-$199K	0.16%	81
2019 Q1	$728K	Sell	6,070 -6,800	-53%	-$812K	0.23%	58
2018 Q4	$1.38M	Buy	12,870 +8,450	+191%	+$1.02M	0.48%	29
2018 Q3	$588K	Hold	4,420	–	–	0.19%	67
2018 Q2	$583K	Hold	4,420	–	–	0.3%	66
2018 Q1	$539K	Hold	4,420	–	–	0.29%	67
2017 Q4	$556K	Hold	4,420	–	–	0.31%	63
2017 Q3	$549K	Hold	4,420	–	–	0.33%	64
2017 Q2	$525K	Hold	4,420	–	–	0.33%	67
2017 Q1	$522K	Sell	4,420 -60	-1%	-$7.12K	0.31%	69
2016 Q4	$533K	Buy	4,480 +60	+1%	+$6.63K	0.33%	64
2016 Q3	$463K	Hold	4,420	–	–	0.31%	70
2016 Q2	$430K	Sell	4,420 -2,775	-39%	-$264K	0.31%	69
2016 Q1	$670K	Hold	7,195	–	–	0.52%	39
2015 Q4	$662K	Hold	7,195	–	–	0.5%	43
2015 Q3	$648K	Sell	7,195 -6	-0.1%	-$576	0.51%	44
2015 Q2	$734K	Sell	7,201 -369	-5%	-$38K	0.52%	44
2015 Q1	$781K	Buy	+7,570	New	+$764K	0.54%	43
2014 Q4	–	Sell	-605	Closed	-$57K	–	825
2014 Q3	$57K	Buy	+605	New	+$59.9K	0.05%	236

Other funds holding IWN

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

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return

BPWM

Badgley Phelps Wealth Managers Seattle, Washington $5.71B AUM 30.33% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Plante Moran Financial Advisors's IWN Position: Q2 2026 in Review

Plante Moran Financial Advisors held its iShares Russell 2000 Value ETF (IWN) position steady in Q2 2026 at 1,894 shares worth $419K. The position accounts for 0.02% of the portfolio, ranked #106.

Plante Moran Financial Advisors first reported a position in IWN in Q3 2014 and has held it in 47 quarters since. The position peaked at $1.38M in Q4 2018. 697 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

Plante Moran Financial Advisors held 1,894 shares of iShares Russell 2000 Value ETF worth $419K as of Q2 2026.
Plante Moran Financial Advisors left its iShares Russell 2000 Value ETF share count unchanged in Q2 2026.
iShares Russell 2000 Value ETF made up 0.02% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #106 holding.
Plante Moran Financial Advisors first reported a position in iShares Russell 2000 Value ETF in Q3 2014 and has held it in 47 quarters since.
Plante Moran Financial Advisors's iShares Russell 2000 Value ETF position peaked at $1.38M in Q4 2018.
697 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.