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

Holistic 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
Q2 		$533K Buy
1,773
+19
+1% +$5.34K 0.08% 198
2026
Q1 		$435K Sell
1,754
-262
-13% -$67.6K 0.09% 201
2025
Q4 		$496K Sell
2,016
-40
-2% -$9.83K 0.11% 162
2025
Q3 		$497K Sell
2,056
-89
-4% -$20.4K 0.13% 126
2025
Q2 		$463K Buy
2,145
+198
+10% +$39.8K 0.13% 126
2025
Q1 		$388K Buy
1,947
+70
+4% +$15.2K 0.13% 117
2024
Q4 		$415K Sell
1,877
-53
-3% -$12.1K 0.15% 106
2024
Q3 		$426K Buy
1,930
+39
+2% +$8.35K 0.18% 92
2024
Q2 		$398K Hold
1,891
– – 0.31% 74
2024
Q1 		$398K Sell
1,891
-213
-10% -$42.5K 0.3% 74
2023
Q4 		$422K Buy
+2,104
New +$377K 0.36% 68

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Treasurer of the State of North Carolina
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
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Holistic Planning's IWM Position: Q2 2026 in Review

Holistic Planning increased its iShares Russell 2000 ETF (IWM) stake by 1.1% in Q2 2026, buying an estimated $5.34K and bringing the position to 1,773 shares worth $533K. The position accounts for 0.08% of the portfolio, ranked #198.

Holistic Planning first reported a position in IWM in Q4 2023 and has held it in 11 quarters since. 2,730 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Holistic Planning held 1,773 shares of iShares Russell 2000 ETF worth $533K as of Q2 2026.
  • Holistic Planning bought 19 iShares Russell 2000 ETF shares in Q2 2026, an estimated $5.34K.
  • iShares Russell 2000 ETF made up 0.08% of Holistic Planning's portfolio in Q2 2026, its #198 holding.
  • Holistic Planning first reported a position in iShares Russell 2000 ETF in Q4 2023 and has held it in 11 quarters since.
  • 2,730 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Holistic Planning's 13F filing for Q2 2026, filed 10 Aug 2026.