BankPlus Wealth Management’s iShares Russell 2000 ETF IWM Stock Holding History

BankPlus Wealth Management’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	$4.85M	Sell	16,143 -317	-2%	-$89.1K	2.18%	7
2026 Q1	$4.08M	Buy	16,460 +550	+3%	+$142K	2.11%	8
2025 Q4	$3.92M	Buy	15,910 +720	+5%	+$177K	2.16%	7
2025 Q3	$3.68M	Buy	15,190 +786	+5%	+$180K	2.17%	7
2025 Q2	$3.11M	Buy	14,404 +5,026	+54%	+$1.01M	2.06%	10
2025 Q1	$1.87M	Sell	9,378 -2,416	-20%	-$524K	1.37%	10
2024 Q4	$2.61M	Buy	+11,794	New	+$2.69M	1.94%	10

Other funds holding IWM

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

AIA

Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return

BankPlus Wealth Management's IWM Position: Q2 2026 in Review

BankPlus Wealth Management reduced its iShares Russell 2000 ETF (IWM) stake by 1.9% in Q2 2026, selling an estimated $89.1K and leaving 16,143 shares worth $4.85M. The position accounts for 2.18% of the portfolio, ranked #7.

BankPlus Wealth Management first reported a position in IWM in Q4 2024 and has held it in 7 quarters since. 970 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

BankPlus Wealth Management held 16,143 shares of iShares Russell 2000 ETF worth $4.85M as of Q2 2026.
BankPlus Wealth Management sold 317 iShares Russell 2000 ETF shares in Q2 2026, an estimated $89.1K.
iShares Russell 2000 ETF made up 2.18% of BankPlus Wealth Management's portfolio in Q2 2026, its #7 holding.
BankPlus Wealth Management first reported a position in iShares Russell 2000 ETF in Q4 2024 and has held it in 7 quarters since.
970 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on BankPlus Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.