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

Center for 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 		$960K Sell
3,194
-11
-0.3% -$3.09K 0.09% 78
2026
Q1 		$795K Sell
3,205
-33
-1% -$8.51K 0.08% 80
2025
Q4 		$797K Buy
3,238
+33
+1% +$8.11K 0.08% 79
2025
Q3 		$775K Hold
3,205
– – 0.08% 79
2025
Q2 		$692K Hold
3,205
– – 0.08% 84
2025
Q1 		$639K Sell
3,205
-25
-0.8% -$5.42K 0.08% 85
2024
Q4 		$714K Hold
3,230
– – 0.1% 73
2024
Q3 		$713K Hold
3,230
– – 0.1% 71
2024
Q2 		$655K Hold
3,230
– – 0.09% 77
2024
Q1 		$679K Sell
3,230
-230
-7% -$45.9K 0.1% 71
2023
Q4 		$694K Hold
3,460
– – 0.13% 67
2023
Q3 		$612K Sell
3,460
-37
-1% -$6.95K 0.13% 66
2023
Q2 		$655K Sell
3,497
-184
-5% -$32.8K 0.14% 67
2023
Q1 		$657K Hold
3,681
– – 0.15% 64
2022
Q4 		$642K Sell
3,681
-35
-0.9% -$6.22K 0.16% 63
2022
Q3 		$613K Sell
3,716
-170
-4% -$31K 0.16% 65
2022
Q2 		$658K Sell
3,886
-70
-2% -$12.9K 0.17% 65
2022
Q1 		$812K Sell
3,956
-22
-0.6% -$4.49K 0.17% 68
2021
Q4 		$885K Hold
3,978
– – 0.18% 61
2021
Q3 		$870K Sell
3,978
-109
-3% -$24.2K 0.21% 55
2021
Q2 		$937K Hold
4,087
– – 0.23% 52
2021
Q1 		$903K Buy
4,087
+123
+3% +$26.9K 0.24% 51
2020
Q4 		$777K Buy
3,964
+184
+5% +$32.2K 0.22% 50
2020
Q3 		$566K Sell
3,780
-4
-0.1% -$602 0.18% 58
2020
Q2 		$542K Sell
3,784
-365
-9% -$47.9K 0.19% 61
2020
Q1 		$475K Buy
4,149
+369
+10% +$55K 0.16% 61
2019
Q4 		$626K Buy
+3,780
New +$597K 0.16% 60

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
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 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
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
PI
Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.4B AUM 23.96% 1-Year Est. Return

Center for Financial Planning's IWM Position: Q2 2026 in Review

Center for Financial Planning reduced its iShares Russell 2000 ETF (IWM) stake by 0.34% in Q2 2026, selling an estimated $3.09K and leaving 3,194 shares worth $960K. The position accounts for 0.09% of the portfolio, ranked #78.

Center for Financial Planning first reported a position in IWM in Q4 2019 and has held it in 27 quarters since. 918 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Center for Financial Planning held 3,194 shares of iShares Russell 2000 ETF worth $960K as of Q2 2026.
  • Center for Financial Planning sold 11 iShares Russell 2000 ETF shares in Q2 2026, an estimated $3.09K.
  • iShares Russell 2000 ETF made up 0.09% of Center for Financial Planning's portfolio in Q2 2026, its #78 holding.
  • Center for Financial Planning first reported a position in iShares Russell 2000 ETF in Q4 2019 and has held it in 27 quarters since.
  • 918 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.