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 Q3	$234K	Hold	842	–	–	0.03%	171
2026 Q2	$253K	Sell	842 -322	-28%	-$90.5K	0.03%	135
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

MIRAE ASSET SECURITIES (USA) INC. New York $3.57B AUM 26.72% 1-Year Est. Return

Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return

Citizens Financial Group Providence, Rhode Island $8.58B AUM 20.32% 1-Year Est. Return

Washington Trust Westerly, Rhode Island $3.23B AUM 23.24% 1-Year Est. Return

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

Parkside Investments Deerfield, Illinois $879M AUM 20.03% 1-Year Est. Return

First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Anderson Hoagland & Co St Louis, Missouri $1.31B AUM 21.27% 1-Year Est. Return

Consolidated Planning Corp's IWM Position: Q3 2026 in Review

Consolidated Planning Corp held its iShares Russell 2000 ETF (IWM) position steady in Q3 2026 at 842 shares worth $234K. The position accounts for 0.03% of the portfolio, ranked #171.

Consolidated Planning Corp first reported a position in IWM in Q1 2020 and has held it in 13 quarters since. The position peaked at $625K in Q1 2020. 894 funds tracked by Wall St. Rank hold IWM as of Q3 2026.

Consolidated Planning Corp held 842 shares of iShares Russell 2000 ETF worth $234K as of Q3 2026.
Consolidated Planning Corp left its iShares Russell 2000 ETF share count unchanged in Q3 2026.
iShares Russell 2000 ETF made up 0.03% of Consolidated Planning Corp's portfolio in Q3 2026, its #171 holding.
Consolidated Planning Corp first reported a position in iShares Russell 2000 ETF in Q1 2020 and has held it in 13 quarters since.
Consolidated Planning Corp's iShares Russell 2000 ETF position peaked at $625K in Q1 2020.
894 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2026.

Based on Consolidated Planning Corp's 13F filing for Q3 2026, filed 21 Oct 2026.