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

Prosperity 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 		$3.97M Sell
17,945
-476
-3% -$99.6K 0.91% 27
2026
Q1 		$3.49M Sell
18,421
-314
-2% -$60.8K 0.89% 28
2025
Q4 		$3.4M Buy
18,735
+577
+3% +$104K 0.89% 28
2025
Q3 		$3.21M Sell
18,158
-1,657
-8% -$280K 0.87% 28
2025
Q2 		$3.13M Buy
19,815
+209
+1% +$31.1K 0.9% 28
2025
Q1 		$2.96M Sell
19,606
-263
-1% -$42.5K 0.93% 27
2024
Q4 		$3.26M Sell
19,869
-2,255
-10% -$385K 1.05% 24
2024
Q3 		$3.69M Sell
22,124
-804
-4% -$131K 1.17% 22
2024
Q2 		$3.49M Sell
22,928
-305
-1% -$46.6K 1.19% 19
2024
Q1 		$3.69M Sell
23,233
-60
-0.3% -$9.09K 1.28% 20
2023
Q4 		$3.62M Sell
23,293
-442
-2% -$61.2K 1.35% 18
2023
Q3 		$3.22M Sell
23,735
-74
-0.3% -$10.6K 1.34% 18
2023
Q2 		$3.35M Sell
23,809
-225
-0.9% -$30.4K 1.38% 19
2023
Q1 		$3.29M Buy
24,034
+1,322
+6% +$192K 1.43% 18
2022
Q4 		$3.19M Hold
22,712
– – 1.58% 17
2022
Q3 		$2.93M Buy
22,712
+7,196
+46% +$1.04M 1.53% 19
2022
Q2 		$2.2M Hold
15,516
– – 1.12% 24
2022
Q1 		$2.53M Hold
15,516
– – 1.24% 23
2021
Q4 		$2.58M Sell
15,516
-26
-0.2% -$4.33K 1.31% 22
2021
Q3 		$2.49M Buy
15,542
+298
+2% +$47.9K 1.36% 23
2021
Q2 		$2.53M Sell
15,244
-246
-2% -$40.6K 1.57% 20
2021
Q1 		$2.47M Sell
15,490
-744
-5% -$112K 1.75% 17
2020
Q4 		$2.14M Buy
+16,234
New +$1.92M 1.81% 17

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 22.96% 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
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

Prosperity Planning's IWN Position: Q2 2026 in Review

Prosperity Planning reduced its iShares Russell 2000 Value ETF (IWN) stake by 2.6% in Q2 2026, selling an estimated $99.6K and leaving 17,945 shares worth $3.97M. The position accounts for 0.91% of the portfolio, ranked #27.

Prosperity Planning first reported a position in IWN in Q4 2020 and has held it in 23 quarters since. 1,080 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

  • Prosperity Planning held 17,945 shares of iShares Russell 2000 Value ETF worth $3.97M as of Q2 2026.
  • Prosperity Planning sold 476 iShares Russell 2000 Value ETF shares in Q2 2026, an estimated $99.6K.
  • iShares Russell 2000 Value ETF made up 0.91% of Prosperity Planning's portfolio in Q2 2026, its #27 holding.
  • Prosperity Planning first reported a position in iShares Russell 2000 Value ETF in Q4 2020 and has held it in 23 quarters since.
  • 1,080 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

Based on Prosperity Planning's 13F filing for Q2 2026, filed 10 Jul 2026.