Action Point Financial Planning’s iShares Russell 2000 ETF IWM Stock Holding History

Action Point Financial Planning’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 Q2	$762K	Buy	+2,542	New	+$714K	0.08%	197

Other funds holding IWM

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Treasurer of the State of North Carolina Raleigh, North Carolina $38.8B AUM 40.77% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Action Point Financial Planning's IWM Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in iShares Russell 2000 ETF (IWM) in Q2 2026: 2,542 shares worth $762K. The stake represents 0.08% of the portfolio and ranks #197 among its holdings.

2,723 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Action Point Financial Planning held 2,542 shares of iShares Russell 2000 ETF worth $762K as of Q2 2026.
iShares Russell 2000 ETF was a new Action Point Financial Planning position in Q2 2026.
iShares Russell 2000 ETF made up 0.08% of Action Point Financial Planning's portfolio in Q2 2026, its #197 holding.
2,723 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.