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Capasso Planning Partners’s iShares Russell 2000 ETF IWM Stock Holding History

Capasso Planning Partners’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
Q1 		$251K Hold
1,012
– – 0.14% 67
2025
Q4 		$249K Buy
+1,012
New +$249K 0.14% 71
2024
Q4 		– Sell
-5,347
Closed -$1.18M – 127
2024
Q3 		$1.18M Buy
5,347
+734
+16% +$157K 0.35% 49
2024
Q2 		$936K Sell
4,613
-2,263
-33% -$457K 0.3% 62
2024
Q1 		$1.45M Sell
6,876
-299
-4% -$59.6K 0.6% 34
2023
Q4 		$1.44M Sell
7,175
-256
-3% -$45.9K 0.67% 31
2023
Q3 		$1.31M Buy
7,431
+375
+5% +$70.4K 0.7% 29
2023
Q2 		$1.32M Buy
7,056
+5,757
+443% +$1.03M 0.71% 30
2023
Q1 		$232K Sell
1,299
-20
-2% -$3.68K 0.14% 85
2022
Q4 		$230K Sell
1,319
-1,241
-48% -$221K 0.15% 85
2022
Q3 		$422K Buy
2,560
+821
+47% +$150K 0.29% 57
2022
Q2 		$295K Sell
1,739
-74
-4% -$13.6K 0.21% 62
2022
Q1 		$372K Buy
+1,813
New +$370K 0.26% 62

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Capasso Planning Partners's IWM Position: Q1 2026 in Review

Capasso Planning Partners held its iShares Russell 2000 ETF (IWM) position steady in Q1 2026 at 1,012 shares worth $251K. The position accounts for 0.14% of the portfolio, ranked #67.

Capasso Planning Partners first reported a position in IWM in Q1 2022 and has held it in 13 quarters since. The position peaked at $1.45M in Q1 2024. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

  • Capasso Planning Partners held 1,012 shares of iShares Russell 2000 ETF worth $251K as of Q1 2026.
  • Capasso Planning Partners left its iShares Russell 2000 ETF share count unchanged in Q1 2026.
  • iShares Russell 2000 ETF made up 0.14% of Capasso Planning Partners's portfolio in Q1 2026, its #67 holding.
  • Capasso Planning Partners first reported a position in iShares Russell 2000 ETF in Q1 2022 and has held it in 13 quarters since.
  • Capasso Planning Partners's iShares Russell 2000 ETF position peaked at $1.45M in Q1 2024.
  • 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Capasso Planning Partners's 13F filing for Q1 2026, filed 27 May 2026.