Game Plan Financial Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

Game Plan Financial Advisors’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 Q1	$2.48K	Sell	10 -39	-80%	-$10.1K	﹤0.01%	248
2025 Q4	$12.1K	Sell	49 -18,949	-100%	-$4.66M	﹤0.01%	198
2025 Q3	$4.6M	Buy	18,998 +11,760	+162%	+$2.7M	1.9%	18
2025 Q2	$1.56M	Buy	7,238 +2,818	+64%	+$567K	0.68%	44
2025 Q1	$882K	Sell	4,420 -4,770	-52%	-$1.03M	0.43%	56
2024 Q4	$2.03M	Buy	+9,190	New	+$2.1M	0.96%	36
2024 Q1	–	Sell	-98	Closed	-$19.7K	–	443
2023 Q4	$19.7K	Buy	+98	New	+$17.6K	0.01%	201

Other funds holding IWM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Game Plan Financial Advisors's IWM Position: Q1 2026 in Review

Game Plan Financial Advisors reduced its iShares Russell 2000 ETF (IWM) stake by 80% in Q1 2026, selling an estimated $10.1K and leaving 10 shares worth $2.48K. The position accounts for ﹤0.01% of the portfolio, ranked #248.

Game Plan Financial Advisors first reported a position in IWM in Q4 2023 and has held it in 7 quarters since. The position peaked at $4.6M in Q3 2025. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

Game Plan Financial Advisors held 10 shares of iShares Russell 2000 ETF worth $2.48K as of Q1 2026.
Game Plan Financial Advisors sold 39 iShares Russell 2000 ETF shares in Q1 2026, an estimated $10.1K.
iShares Russell 2000 ETF made up ﹤0.01% of Game Plan Financial Advisors's portfolio in Q1 2026, its #248 holding.
Game Plan Financial Advisors first reported a position in iShares Russell 2000 ETF in Q4 2023 and has held it in 7 quarters since.
Game Plan Financial Advisors's iShares Russell 2000 ETF position peaked at $4.6M in Q3 2025.
2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Game Plan Financial Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.