Superior Planning, LLC’s iShares Russell 2000 ETF IWM Stock Holding History

Superior Planning, LLC’s Portfolio IWM Stock Details IWM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$73.1K	Buy	+263	New	+$77.2K	0.03%	287

Other funds holding IWM

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 21.87% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Superior Planning, LLC's IWM Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in iShares Russell 2000 ETF (IWM) in Q3 2026: 263 shares worth $73.1K. The stake represents 0.03% of the portfolio and ranks #287 among its holdings.

2,091 funds tracked by Wall St. Rank hold IWM as of Q3 2026.

Superior Planning, LLC held 263 shares of iShares Russell 2000 ETF worth $73.1K as of Q3 2026.
iShares Russell 2000 ETF was a new Superior Planning, LLC position in Q3 2026.
iShares Russell 2000 ETF made up 0.03% of Superior Planning, LLC's portfolio in Q3 2026, its #287 holding.
2,091 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.