Decker Retirement Planning’s iShares Russell 2000 ETF IWM Stock Holding History

Decker Retirement 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 Q3	$12.3K	Hold	44	–	–	﹤0.01%	174
2026 Q2	$13.3K	Hold	44	–	–	﹤0.01%	201
2026 Q1	$11K	Buy	44 +40	+1,000%	+$10.3K	0.01%	165
2025 Q4	$985	Sell	4 -122	-97%	-$30K	﹤0.01%	214
2025 Q3	$30.5K	Sell	126 -30,771	-100%	-$7.06M	0.02%	117
2025 Q2	$6.67M	Buy	+30,897	New	+$6.22M	3.86%	4
2025 Q1	–	Sell	-49	Closed	-$10.8K	–	407
2024 Q4	$10.8K	Buy	+49	New	+$11.2K	0.01%	251

Other funds holding IWM

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

IMC Chicago Chicago, Illinois $483B AUM 41.26% 1-Year Est. Return

Catalyst Capital Advisors Huntington, New York $6.21B AUM 15.35% 1-Year Est. Return

Millburn Ridgefield Corp New York $5.45B AUM 11.92% 1-Year Est. Return

Decker Retirement Planning's IWM Position: Q3 2026 in Review

Decker Retirement Planning held its iShares Russell 2000 ETF (IWM) position steady in Q3 2026 at 44 shares worth $12.3K. The position accounts for ﹤0.01% of the portfolio, ranked #174.

Decker Retirement Planning first reported a position in IWM in Q4 2024 and has held it in 7 quarters since. The position peaked at $6.67M in Q2 2025. 1,722 funds tracked by Wall St. Rank hold IWM as of Q3 2026.

Decker Retirement Planning held 44 shares of iShares Russell 2000 ETF worth $12.3K as of Q3 2026.
Decker Retirement Planning left its iShares Russell 2000 ETF share count unchanged in Q3 2026.
iShares Russell 2000 ETF made up ﹤0.01% of Decker Retirement Planning's portfolio in Q3 2026, its #174 holding.
Decker Retirement Planning first reported a position in iShares Russell 2000 ETF in Q4 2024 and has held it in 7 quarters since.
Decker Retirement Planning's iShares Russell 2000 ETF position peaked at $6.67M in Q2 2025.
1,722 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2026.

Based on Decker Retirement Planning's 13F filing for Q3 2026, filed 19 Oct 2026.