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WealthPLAN Partners’s iShares Russell 2000 Value ETF IWN Stock Holding History

WealthPLAN Partners’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 		– Sell
-2,968
Closed -$538K – 239
2025
Q4 		$538K Hold
2,968
– – 0.08% 173
2025
Q3 		$525K Sell
2,968
-207
-7% -$34.9K 0.08% 171
2025
Q2 		$501K Buy
3,175
+681
+27% +$101K 0.08% 167
2025
Q1 		$377K Buy
2,494
+201
+9% +$32.5K 0.05% 194
2024
Q4 		$376K Sell
2,293
-30
-1% -$5.12K 0.05% 193
2024
Q3 		$388K Sell
2,323
-6,846
-75% -$1.11M 0.05% 202
2024
Q2 		$1.4M Buy
9,169
+892
+11% +$136K 0.15% 128
2024
Q1 		$1.31M Buy
8,277
+224
+3% +$33.9K 0.14% 143
2023
Q4 		$1.25M Buy
8,053
+610
+8% +$84.5K 0.13% 145
2023
Q3 		$1.01M Buy
7,443
+201
+3% +$28.8K 0.12% 145
2023
Q2 		$1.02M Buy
7,242
+1,007
+16% +$136K 0.14% 136
2023
Q1 		$854K Sell
6,235
-1,374
-18% -$199K 0.1% 156
2022
Q4 		$1.16M Buy
+7,609
New +$1.07M 0.08% 166
2022
Q1 		$929K Sell
6,246
-493
-7% -$78.6K 0.06% 181
2021
Q4 		$1.05M Buy
6,739
+1,479
+28% +$246K 0.07% 170
2021
Q3 		$872K Buy
5,260
+459
+10% +$73.7K 0.06% 181
2021
Q2 		$782K Buy
4,801
+119
+3% +$19.6K 0.06% 179
2021
Q1 		$767K Sell
4,682
-517
-10% -$78.1K 0.06% 173
2020
Q4 		$760K Buy
5,199
+109
+2% +$12.9K 0.06% 164
2020
Q3 		$584K Sell
5,090
-150
-3% -$15.2K 0.06% 178
2020
Q2 		$562K Buy
5,240
+881
+20% +$80.1K 0.06% 172
2020
Q1 		$361K Buy
+4,359
New +$489K 0.05% 180
2018
Q1 		– Sell
-1,594
Closed -$200K – 277
2017
Q4 		$200K Sell
1,594
-49
-3% -$6.13K 0.05% 211
2017
Q3 		$204K Sell
1,643
-112
-6% -$13.2K 0.06% 184
2017
Q2 		$209K Buy
+1,755
New +$206K 0.06% 165
2016
Q3 		$16K Buy
+154
New +$15.8K 0.01% 523

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
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 $202B AUM 37.79% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

WealthPLAN Partners's IWN Position: Q1 2026 in Review

WealthPLAN Partners sold out of iShares Russell 2000 Value ETF (IWN) in Q1 2026, closing a stake of 2,968 shares — an estimated $538K sold.

WealthPLAN Partners first reported a position in IWN in Q3 2016 and held it in 26 quarters. The position peaked at $1.4M in Q2 2024. 1,034 funds tracked by Wall St. Rank hold IWN as of Q1 2026.

  • WealthPLAN Partners reported no remaining iShares Russell 2000 Value ETF position as of Q1 2026 after selling out during the quarter.
  • WealthPLAN Partners sold 2,968 iShares Russell 2000 Value ETF shares in Q1 2026, an estimated $538K.
  • WealthPLAN Partners first reported a position in iShares Russell 2000 Value ETF in Q3 2016 and held it in 26 quarters.
  • WealthPLAN Partners's iShares Russell 2000 Value ETF position peaked at $1.4M in Q2 2024.
  • 1,034 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q1 2026.

Based on WealthPLAN Partners's 13F filing for Q1 2026, filed 29 Apr 2026.