Financial Life Planners’s iShares Russell 2000 ETF IWM Stock Holding History

Financial Life Planners’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	$1.61M	Buy	5,363 +3,349	+166%	+$941K	1.04%	14
2026 Q1	$500K	Buy	2,014 +262	+15%	+$67.6K	0.38%	28
2025 Q4	$431K	Buy	1,752 +25	+1%	+$6.15K	0.31%	37
2025 Q3	$418K	Buy	1,727 +92	+6%	+$21.1K	0.28%	37
2025 Q2	$353K	Sell	1,635 -10,802	-87%	-$2.17M	0.29%	44
2025 Q1	$2.48M	Sell	12,437 -2,328	-16%	-$505K	2.42%	8
2024 Q4	$3.26M	Buy	+14,765	New	+$3.37M	2.74%	6

Other funds holding IWM

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

PRS

Pinkerton Retirement Specialists Coeur D Alene, Idaho $1.16B AUM 28.78% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

Financial Life Planners's IWM Position: Q2 2026 in Review

Financial Life Planners increased its iShares Russell 2000 ETF (IWM) stake by 166% in Q2 2026, buying an estimated $941K and bringing the position to 5,363 shares worth $1.61M. The position accounts for 1.04% of the portfolio, ranked #14.

Financial Life Planners first reported a position in IWM in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.26M in Q4 2024. 1,342 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Financial Life Planners held 5,363 shares of iShares Russell 2000 ETF worth $1.61M as of Q2 2026.
Financial Life Planners bought 3,349 iShares Russell 2000 ETF shares in Q2 2026, an estimated $941K.
iShares Russell 2000 ETF made up 1.04% of Financial Life Planners's portfolio in Q2 2026, its #14 holding.
Financial Life Planners first reported a position in iShares Russell 2000 ETF in Q4 2024 and has held it in 7 quarters since.
Financial Life Planners's iShares Russell 2000 ETF position peaked at $3.26M in Q4 2024.
1,342 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Financial Life Planners's 13F filing for Q2 2026, filed 21 Jul 2026.