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

Comprehensive 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	$6.61K	Sell	22 -76	-78%	-$21.4K	﹤0.01%	310
2026 Q1	$24.5K	Hold	98	–	–	0.02%	199
2025 Q4	$24.3K	Sell	98 -136	-58%	-$33.4K	0.02%	201
2025 Q3	$56.7K	Hold	234	–	–	0.04%	159
2025 Q2	$50.4K	Sell	234 -314	-57%	-$63.2K	0.04%	154
2025 Q1	$109K	Sell	548 -209	-28%	-$45.3K	0.11%	96
2024 Q4	$167K	Buy	+757	New	+$173K	0.14%	98

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

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

Comprehensive Financial Planning reduced its iShares Russell 2000 ETF (IWM) stake by 78% in Q2 2026, selling an estimated $21.4K and leaving 22 shares worth $6.61K. The position accounts for ﹤0.01% of the portfolio, ranked #310.

Comprehensive Financial Planning first reported a position in IWM in Q4 2024 and has held it in 7 quarters since. The position peaked at $167K in Q4 2024. 2,740 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Comprehensive Financial Planning held 22 shares of iShares Russell 2000 ETF worth $6.61K as of Q2 2026.
Comprehensive Financial Planning sold 76 iShares Russell 2000 ETF shares in Q2 2026, an estimated $21.4K.
iShares Russell 2000 ETF made up ﹤0.01% of Comprehensive Financial Planning's portfolio in Q2 2026, its #310 holding.
Comprehensive Financial Planning first reported a position in iShares Russell 2000 ETF in Q4 2024 and has held it in 7 quarters since.
Comprehensive Financial Planning's iShares Russell 2000 ETF position peaked at $167K in Q4 2024.
2,740 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Comprehensive Financial Planning's 13F filing for Q2 2026, filed 10 Aug 2026.