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 Q2	$3.37M	Buy	11,220 +11,210	+112,100%	+$3.15M	1.25%	27
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 $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

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 Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Game Plan Financial Advisors's IWM Position: Q2 2026 in Review

Game Plan Financial Advisors increased its iShares Russell 2000 ETF (IWM) stake by 112,100% in Q2 2026, buying an estimated $3.15M and bringing the position to 11,220 shares worth $3.37M. The position accounts for 1.25% of the portfolio, ranked #27.

Game Plan Financial Advisors first reported a position in IWM in Q4 2023 and has held it in 8 quarters since. The position peaked at $4.6M in Q3 2025. 2,729 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Game Plan Financial Advisors held 11,220 shares of iShares Russell 2000 ETF worth $3.37M as of Q2 2026.
Game Plan Financial Advisors bought 11,210 iShares Russell 2000 ETF shares in Q2 2026, an estimated $3.15M.
iShares Russell 2000 ETF made up 1.25% of Game Plan Financial Advisors's portfolio in Q2 2026, its #27 holding.
Game Plan Financial Advisors first reported a position in iShares Russell 2000 ETF in Q4 2023 and has held it in 8 quarters since.
Game Plan Financial Advisors's iShares Russell 2000 ETF position peaked at $4.6M in Q3 2025.
2,729 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Game Plan Financial Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.