Retirement Planning Group (Kansas)’s iShares Russell 2000 Value ETF IWN Stock Holding History

Retirement Planning Group (Kansas)’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	$1.8M	Sell	8,121 -398	-5%	-$83.3K	0.05%	166
2026 Q1	$1.62M	Buy	8,519 +193	+2%	+$37.4K	0.05%	154
2025 Q4	$1.51M	Sell	8,326 -5	-0.1%	-$898	0.05%	147
2025 Q3	$1.47M	Buy	+8,331	New	+$1.41M	0.05%	143

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 29.18% 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

Retirement Planning Group (Kansas)'s IWN Position: Q2 2026 in Review

Retirement Planning Group (Kansas) reduced its iShares Russell 2000 Value ETF (IWN) stake by 4.7% in Q2 2026, selling an estimated $83.3K and leaving 8,121 shares worth $1.8M. The position accounts for 0.05% of the portfolio, ranked #166.

Retirement Planning Group (Kansas) first reported a position in IWN in Q3 2025 and has held it in 4 quarters since. 1,080 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

Retirement Planning Group (Kansas) held 8,121 shares of iShares Russell 2000 Value ETF worth $1.8M as of Q2 2026.
Retirement Planning Group (Kansas) sold 398 iShares Russell 2000 Value ETF shares in Q2 2026, an estimated $83.3K.
iShares Russell 2000 Value ETF made up 0.05% of Retirement Planning Group (Kansas)'s portfolio in Q2 2026, its #166 holding.
Retirement Planning Group (Kansas) first reported a position in iShares Russell 2000 Value ETF in Q3 2025 and has held it in 4 quarters since.
1,080 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

Based on Retirement Planning Group (Kansas)'s 13F filing for Q2 2026, filed 5 Aug 2026.