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 Q3	$4.25M	Sell	15,291 -852	-5%	-$250K	1.86%	10
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

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

AIA Group Hong Kong $8.11B AUM 23.7% 1-Year Est. Return

MIRAE ASSET SECURITIES (USA) INC. New York $3.57B AUM 26.72% 1-Year Est. Return

Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return

Citizens Financial Group Providence, Rhode Island $8.58B AUM 20.32% 1-Year Est. Return

Washington Trust Westerly, Rhode Island $3.23B AUM 23.24% 1-Year Est. Return

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

Parkside Investments Deerfield, Illinois $879M AUM 20.03% 1-Year Est. Return

GLOBALT Investments Atlanta, Georgia $2.9B AUM 14.84% 1-Year Est. Return

BankPlus Wealth Management's IWM Position: Q3 2026 in Review

BankPlus Wealth Management reduced its iShares Russell 2000 ETF (IWM) stake by 5.3% in Q3 2026, selling an estimated $250K and leaving 15,291 shares worth $4.25M. The position accounts for 1.86% of the portfolio, ranked #10.

BankPlus Wealth Management first reported a position in IWM in Q4 2024 and has held it in 8 quarters since. The position peaked at $4.85M in Q2 2026. 1,239 funds tracked by Wall St. Rank hold IWM as of Q3 2026.

BankPlus Wealth Management held 15,291 shares of iShares Russell 2000 ETF worth $4.25M as of Q3 2026.
BankPlus Wealth Management sold 852 iShares Russell 2000 ETF shares in Q3 2026, an estimated $250K.
iShares Russell 2000 ETF made up 1.86% of BankPlus Wealth Management's portfolio in Q3 2026, its #10 holding.
BankPlus Wealth Management first reported a position in iShares Russell 2000 ETF in Q4 2024 and has held it in 8 quarters since.
BankPlus Wealth Management's iShares Russell 2000 ETF position peaked at $4.85M in Q2 2026.
1,239 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2026.

Based on BankPlus Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.