WIM
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WealthPlan Investment Management’s iShares Russell 2000 Value ETF IWN Stock Holding History

WealthPlan Investment Management’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 		$2.89M Buy
13,073
+156
+1% +$32.7K 0.14% 129
2026
Q1 		$2.45M Buy
12,917
+3,349
+35% +$648K 0.14% 140
2025
Q4 		$1.73M Buy
9,568
+371
+4% +$66.6K 0.11% 152
2025
Q3 		$1.63M Buy
9,197
+473
+5% +$79.9K 0.11% 142
2025
Q2 		$1.38M Buy
8,724
+300
+4% +$44.7K 0.1% 156
2025
Q1 		$1.27M Buy
8,424
+309
+4% +$49.9K 0.13% 122
2024
Q4 		$1.33M Buy
8,115
+1,242
+18% +$212K 0.13% 119
2024
Q3 		$1.15M Buy
+6,873
New +$1.12M 0.12% 120
2023
Q1 		– Sell
-7,609
Closed -$1.16M – 507
2022
Q4 		$1.16M Buy
7,609
+520
+7% +$73.4K 0.08% 167
2022
Q3 		$1.02M Buy
+7,089
New +$1.02M 0.07% 166
2022
Q1 		$929K Buy
+6,246
New +$996K 0.06% 181

Other funds holding IWN

DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
WF
WoodTrust Financial Wisconsin Rapids, Wisconsin $842M AUM 28.01% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
WTC
WhitTier Trust Company Reno, Nevada $5.35B AUM 29.91% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return

WealthPlan Investment Management's IWN Position: Q2 2026 in Review

WealthPlan Investment Management increased its iShares Russell 2000 Value ETF (IWN) stake by 1.2% in Q2 2026, buying an estimated $32.7K and bringing the position to 13,073 shares worth $2.89M. The position accounts for 0.14% of the portfolio, ranked #129.

WealthPlan Investment Management first reported a position in IWN in Q1 2022 and has held it in 11 quarters since. 399 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

  • WealthPlan Investment Management held 13,073 shares of iShares Russell 2000 Value ETF worth $2.89M as of Q2 2026.
  • WealthPlan Investment Management bought 156 iShares Russell 2000 Value ETF shares in Q2 2026, an estimated $32.7K.
  • iShares Russell 2000 Value ETF made up 0.14% of WealthPlan Investment Management's portfolio in Q2 2026, its #129 holding.
  • WealthPlan Investment Management first reported a position in iShares Russell 2000 Value ETF in Q1 2022 and has held it in 11 quarters since.
  • 399 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

Based on WealthPlan Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.