Consolidated Planning Corp’s iShares Russell 2000 ETF IWM Stock Holding History

Consolidated Planning Corp’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	$289K	Hold	1,164	–	–	0.05%	121
2025 Q4	$287K	Hold	1,164	–	–	0.03%	178
2025 Q3	$282K	Hold	1,164	–	–	0.03%	169
2025 Q2	$251K	Hold	1,164	–	–	0.03%	171
2025 Q1	$232K	Sell	1,164 -10	-0.9%	-$2.17K	0.03%	171
2024 Q4	$259K	Buy	1,174 +117	+11%	+$26.7K	0.04%	179
2024 Q3	$233K	Hold	1,057	–	–	0.03%	180
2024 Q2	$214K	Hold	1,057	–	–	0.04%	178
2024 Q1	$222K	Sell	1,057 -15	-1%	-$2.99K	0.04%	175
2023 Q4	$215K	Buy	+1,072	New	+$192K	0.04%	159
2020 Q2	–	Sell	-5,460	Closed	-$625K	–	42
2020 Q1	$625K	Buy	+5,460	New	+$814K	0.78%	20

Other funds holding IWM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Consolidated Planning Corp's IWM Position: Q1 2026 in Review

Consolidated Planning Corp held its iShares Russell 2000 ETF (IWM) position steady in Q1 2026 at 1,164 shares worth $289K. The position accounts for 0.05% of the portfolio, ranked #121.

Consolidated Planning Corp first reported a position in IWM in Q1 2020 and has held it in 11 quarters since. The position peaked at $625K in Q1 2020. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

Consolidated Planning Corp held 1,164 shares of iShares Russell 2000 ETF worth $289K as of Q1 2026.
Consolidated Planning Corp left its iShares Russell 2000 ETF share count unchanged in Q1 2026.
iShares Russell 2000 ETF made up 0.05% of Consolidated Planning Corp's portfolio in Q1 2026, its #121 holding.
Consolidated Planning Corp first reported a position in iShares Russell 2000 ETF in Q1 2020 and has held it in 11 quarters since.
Consolidated Planning Corp's iShares Russell 2000 ETF position peaked at $625K in Q1 2020.
2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Consolidated Planning Corp's 13F filing for Q1 2026, filed 16 Apr 2026.