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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

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Treasurer of the State of North Carolina
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
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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. 2,729 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.
  • 2,729 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.