RPGK
IWN icon

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
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $13.1B 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 $26B AUM
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Retirement Planning Group (Kansas)'s IWN Position: Q1 2026 in Review

Retirement Planning Group (Kansas) increased its iShares Russell 2000 Value ETF (IWN) stake by 2.3% in Q1 2026, buying an estimated $37.4K and bringing the position to 8,519 shares worth $1.62M. The position accounts for 0.05% of the portfolio, ranked #154.

Retirement Planning Group (Kansas) first reported a position in IWN in Q3 2025 and has held it in 3 quarters since. 1,030 funds tracked by Wall St. Rank hold IWN as of Q1 2026.

  • Retirement Planning Group (Kansas) held 8,519 shares of iShares Russell 2000 Value ETF worth $1.62M as of Q1 2026.
  • Retirement Planning Group (Kansas) bought 193 iShares Russell 2000 Value ETF shares in Q1 2026, an estimated $37.4K.
  • iShares Russell 2000 Value ETF made up 0.05% of Retirement Planning Group (Kansas)'s portfolio in Q1 2026, its #154 holding.
  • Retirement Planning Group (Kansas) first reported a position in iShares Russell 2000 Value ETF in Q3 2025 and has held it in 3 quarters since.
  • 1,030 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q1 2026.

Based on Retirement Planning Group (Kansas)'s 13F filing for Q1 2026, filed 4 May 2026.