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 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

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

Consolidated Planning Corp's IWM Position: Q2 2026 in Review

Consolidated Planning Corp reduced its iShares Russell 2000 ETF (IWM) stake by 28% in Q2 2026, selling an estimated $90.5K and leaving 842 shares worth $253K. The position accounts for 0.03% of the portfolio, ranked #135.

Consolidated Planning Corp first reported a position in IWM in Q1 2020 and has held it in 12 quarters since. The position peaked at $625K in Q1 2020. 2,732 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Consolidated Planning Corp held 842 shares of iShares Russell 2000 ETF worth $253K as of Q2 2026.
Consolidated Planning Corp sold 322 iShares Russell 2000 ETF shares in Q2 2026, an estimated $90.5K.
iShares Russell 2000 ETF made up 0.03% of Consolidated Planning Corp's portfolio in Q2 2026, its #135 holding.
Consolidated Planning Corp first reported a position in iShares Russell 2000 ETF in Q1 2020 and has held it in 12 quarters since.
Consolidated Planning Corp's iShares Russell 2000 ETF position peaked at $625K in Q1 2020.
2,732 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Consolidated Planning Corp's 13F filing for Q2 2026, filed 24 Jul 2026.