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Cassady Wealth & Retirement Planning’s iShares Russell 2000 ETF IWM Stock Holding History

Cassady Wealth & Retirement 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 		$623K Hold
2,075
– – 0.29% 61
2026
Q1 		$577K Sell
2,075
-28
-1% -$7.22K 0.3% 63
2025
Q4 		$518K Buy
+2,103
New +$517K 0.34% 62

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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
AI
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
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return

Cassady Wealth & Retirement Planning's IWM Position: Q2 2026 in Review

Cassady Wealth & Retirement Planning held its iShares Russell 2000 ETF (IWM) position steady in Q2 2026 at 2,075 shares worth $623K. The position accounts for 0.29% of the portfolio, ranked #61.

Cassady Wealth & Retirement Planning first reported a position in IWM in Q4 2025 and has held it in 3 quarters since. 1,115 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Cassady Wealth & Retirement Planning held 2,075 shares of iShares Russell 2000 ETF worth $623K as of Q2 2026.
  • Cassady Wealth & Retirement Planning left its iShares Russell 2000 ETF share count unchanged in Q2 2026.
  • iShares Russell 2000 ETF made up 0.29% of Cassady Wealth & Retirement Planning's portfolio in Q2 2026, its #61 holding.
  • Cassady Wealth & Retirement Planning first reported a position in iShares Russell 2000 ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,115 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Cassady Wealth & Retirement Planning's 13F filing for Q2 2026, filed 27 Jul 2026.