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

Brewster 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 		$24.3M Sell
80,832
-795
-1% -$223K 13.33% 3
2026
Q1 		$20.2M Buy
81,627
+2,429
+3% +$627K 12.24% 4
2025
Q4 		$19.5M Sell
79,198
-382
-0.5% -$93.9K 11.98% 4
2025
Q3 		$19.3M Buy
79,580
+586
+0.7% +$134K 12.11% 4
2025
Q2 		$17M Buy
78,994
+5,119
+7% +$1.03M 11.5% 5
2025
Q1 		$14.7M Buy
73,875
+1,448
+2% +$314K 10.89% 5
2024
Q4 		$16M Buy
72,427
+1,509
+2% +$344K 12.12% 4
2024
Q3 		$15.7M Buy
70,918
+214
+0.3% +$45.8K 12.15% 4
2024
Q2 		$14.3M Buy
70,704
+769
+1% +$155K 12.07% 4
2024
Q1 		$14.7M Sell
69,935
-303
-0.4% -$60.4K 12.65% 4
2023
Q4 		$14.1M Buy
70,238
+951
+1% +$170K 12.75% 4
2023
Q3 		$12.2M Buy
69,287
+247
+0.4% +$46.4K 12.26% 4
2023
Q2 		$12.9M Buy
69,040
+660
+1% +$118K 12.49% 4
2023
Q1 		$12.2M Buy
68,380
+438
+0.6% +$80.6K 12.24% 5
2022
Q4 		$11.8M Buy
67,942
+2,825
+4% +$502K 12.55% 5
2022
Q3 		$10.7M Buy
65,117
+133
+0.2% +$24.3K 12.55% 5
2022
Q2 		$11M Buy
64,984
+8
+0% +$1.48K 12.22% 5
2022
Q1 		$13.3M Buy
64,976
+385
+0.6% +$78.5K 12.83% 3
2021
Q4 		$14.4M Buy
+64,591
New +$14.6M 13.07% 3

Other funds holding IWM

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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Treasurer of the State of North Carolina
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
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Brewster Financial Planning's IWM Position: Q2 2026 in Review

Brewster Financial Planning reduced its iShares Russell 2000 ETF (IWM) stake by 0.97% in Q2 2026, selling an estimated $223K and leaving 80,832 shares worth $24.3M. The position accounts for 13.33% of the portfolio, ranked #3.

Brewster Financial Planning first reported a position in IWM in Q4 2021 and has held it in 19 quarters since. 2,718 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Brewster Financial Planning held 80,832 shares of iShares Russell 2000 ETF worth $24.3M as of Q2 2026.
  • Brewster Financial Planning sold 795 iShares Russell 2000 ETF shares in Q2 2026, an estimated $223K.
  • iShares Russell 2000 ETF made up 13.33% of Brewster Financial Planning's portfolio in Q2 2026, its #3 holding.
  • Brewster Financial Planning first reported a position in iShares Russell 2000 ETF in Q4 2021 and has held it in 19 quarters since.
  • 2,718 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Brewster Financial Planning's 13F filing for Q2 2026, filed 14 Jul 2026.