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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
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 $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Holistic Planning's IWM Position: Q1 2026 in Review

Holistic Planning reduced its iShares Russell 2000 ETF (IWM) stake by 13% in Q1 2026, selling an estimated $67.6K and leaving 1,754 shares worth $435K. The position accounts for 0.09% of the portfolio, ranked #201.

Holistic Planning first reported a position in IWM in Q4 2023 and has held it in 10 quarters since. The position peaked at $497K in Q3 2025. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

  • Holistic Planning held 1,754 shares of iShares Russell 2000 ETF worth $435K as of Q1 2026.
  • Holistic Planning sold 262 iShares Russell 2000 ETF shares in Q1 2026, an estimated $67.6K.
  • iShares Russell 2000 ETF made up 0.09% of Holistic Planning's portfolio in Q1 2026, its #201 holding.
  • Holistic Planning first reported a position in iShares Russell 2000 ETF in Q4 2023 and has held it in 10 quarters since.
  • Holistic Planning's iShares Russell 2000 ETF position peaked at $497K in Q3 2025.
  • 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Holistic Planning's 13F filing for Q1 2026, filed 4 May 2026.