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 Q2	$328K	Buy	1,091 +79	+8%	+$22.2K	0.16%	65
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 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

Capasso Planning Partners's IWM Position: Q2 2026 in Review

Capasso Planning Partners increased its iShares Russell 2000 ETF (IWM) stake by 7.8% in Q2 2026, buying an estimated $22.2K and bringing the position to 1,091 shares worth $328K. The position accounts for 0.16% of the portfolio, ranked #65.

Capasso Planning Partners first reported a position in IWM in Q1 2022 and has held it in 14 quarters since. The position peaked at $1.45M in Q1 2024. 2,734 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Capasso Planning Partners held 1,091 shares of iShares Russell 2000 ETF worth $328K as of Q2 2026.
Capasso Planning Partners bought 79 iShares Russell 2000 ETF shares in Q2 2026, an estimated $22.2K.
iShares Russell 2000 ETF made up 0.16% of Capasso Planning Partners's portfolio in Q2 2026, its #65 holding.
Capasso Planning Partners first reported a position in iShares Russell 2000 ETF in Q1 2022 and has held it in 14 quarters since.
Capasso Planning Partners's iShares Russell 2000 ETF position peaked at $1.45M in Q1 2024.
2,734 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Capasso Planning Partners's 13F filing for Q2 2026, filed 18 Aug 2026.