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

Cypress 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	$584K	Sell	1,944 -51	-3%	-$14.3K	0.14%	59
2026 Q1	$495K	Sell	1,995 -4	-0.2%	-$1.03K	0.14%	62
2025 Q4	$496K	Sell	1,999 -18	-0.9%	-$4.42K	0.14%	63
2025 Q3	$488K	Sell	2,017 -99	-5%	-$22.7K	0.15%	51
2025 Q2	$457K	Buy	2,116 +112	+6%	+$22.5K	0.15%	50
2025 Q1	$400K	Buy	2,004 +6	+0.3%	+$1.3K	0.14%	49
2024 Q4	$441K	Buy	1,998 +3	+0.2%	+$684	0.16%	43
2024 Q3	$441K	Sell	1,995 -118	-6%	-$25.3K	0.16%	42
2024 Q2	$429K	Buy	2,113 +417	+25%	+$84.3K	0.18%	42
2024 Q1	$357K	Buy	1,696 +562	+50%	+$112K	0.16%	45
2023 Q4	$220K	Sell	1,134 -693	-38%	-$124K	0.2%	40
2023 Q3	$323K	Sell	1,827 -175	-9%	-$32.9K	0.18%	45
2023 Q2	$376K	Sell	2,002 -14	-0.7%	-$2.5K	0.21%	39
2023 Q1	$360K	Buy	2,016 +50	+3%	+$9.21K	0.22%	39
2022 Q4	$341K	Hold	1,966	–	–	0.23%	40
2022 Q3	$324K	Sell	1,966 -60	-3%	-$10.9K	0.23%	40
2022 Q2	$343K	Buy	+2,026	New	+$373K	0.24%	40

Other funds holding IWM

Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

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

AHC

Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

OFS Enterprise Kearney, Nebraska $392M AUM

EWM

Edge Wealth Management New York $594M AUM 24.92% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

HCM

Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

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

Cypress Financial Planning reduced its iShares Russell 2000 ETF (IWM) stake by 2.6% in Q2 2026, selling an estimated $14.3K and leaving 1,944 shares worth $584K. The position accounts for 0.14% of the portfolio, ranked #59.

Cypress Financial Planning first reported a position in IWM in Q2 2022 and has held it in 17 quarters since. 526 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Cypress Financial Planning held 1,944 shares of iShares Russell 2000 ETF worth $584K as of Q2 2026.
Cypress Financial Planning sold 51 iShares Russell 2000 ETF shares in Q2 2026, an estimated $14.3K.
iShares Russell 2000 ETF made up 0.14% of Cypress Financial Planning's portfolio in Q2 2026, its #59 holding.
Cypress Financial Planning first reported a position in iShares Russell 2000 ETF in Q2 2022 and has held it in 17 quarters since.
526 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Cypress Financial Planning's 13F filing for Q2 2026, filed 9 Jul 2026.