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Essential Planning’s iShares Russell 2000 ETF IWM Stock Holding History

Essential 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
2025
Q1 		– Sell
-17,875
Closed -$4.07M – 192
2024
Q4 		$4.07M Buy
+17,875
New +$4.08M 0.03% 135

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Essential Planning's IWM Position: Q1 2025 in Review

Essential Planning sold out of iShares Russell 2000 ETF (IWM) in Q1 2025, closing a stake of 17,875 shares — an estimated $4.07M sold.

Essential Planning first reported a position in IWM in Q4 2024 and held it in 1 quarter. The position peaked at $4.07M in Q4 2024. 2,359 funds tracked by Wall St. Rank hold IWM as of Q1 2025.

  • Essential Planning reported no remaining iShares Russell 2000 ETF position as of Q1 2025 after selling out during the quarter.
  • Essential Planning sold 17,875 iShares Russell 2000 ETF shares in Q1 2025, an estimated $4.07M.
  • Essential Planning first reported a position in iShares Russell 2000 ETF in Q4 2024 and held it in 1 quarter.
  • Essential Planning's iShares Russell 2000 ETF position peaked at $4.07M in Q4 2024.
  • 2,359 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2025.

Based on Essential Planning's 13F filing for Q1 2025, filed 8 May 2025.