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Intrepid Financial Planning Group’s iShares Russell 2000 ETF IWM Stock Holding History

Intrepid Financial Planning Group’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 		$1.88M Sell
6,256
-271
-4% -$76.2K 0.64% 38
2026
Q1 		$1.62M Sell
6,527
-399
-6% -$103K 0.65% 38
2025
Q4 		$1.7M Buy
6,926
+43
+0.6% +$10.6K 0.65% 38
2025
Q3 		$1.67M Buy
6,883
+30
+0.4% +$6.88K 0.63% 39
2025
Q2 		$1.48M Buy
6,853
+9
+0.1% +$1.81K 0.62% 42
2025
Q1 		$1.37M Sell
6,844
-96
-1% -$20.8K 0.63% 39
2024
Q4 		$1.53M Sell
6,940
-235
-3% -$53.6K 0.65% 37
2024
Q3 		$1.58M Buy
7,175
+784
+12% +$168K 0.68% 36
2024
Q2 		$1.3M Buy
6,391
+41
+0.6% +$8.29K 0.56% 41
2024
Q1 		$1.34M Buy
6,350
+59
+0.9% +$11.8K 0.58% 44
2023
Q4 		$1.26M Sell
6,291
-228
-3% -$40.8K 0.6% 39
2023
Q3 		$1.15M Sell
6,519
-29
-0.4% -$5.44K 0.6% 40
2023
Q2 		$1.23M Buy
6,548
+62
+1% +$11.1K 0.59% 41
2023
Q1 		$1.16M Sell
6,486
-241
-4% -$44.4K 0.58% 42
2022
Q4 		$1.17M Sell
6,727
-66
-1% -$11.7K 0.64% 39
2022
Q3 		$1.12M Buy
6,793
+10
+0.1% +$1.82K 0.64% 37
2022
Q2 		$1.15M Buy
+6,783
New +$1.25M 0.63% 35

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

Intrepid Financial Planning Group's IWM Position: Q2 2026 in Review

Intrepid Financial Planning Group reduced its iShares Russell 2000 ETF (IWM) stake by 4.2% in Q2 2026, selling an estimated $76.2K and leaving 6,256 shares worth $1.88M. The position accounts for 0.64% of the portfolio, ranked #38.

Intrepid Financial Planning Group first reported a position in IWM in Q2 2022 and has held it in 17 quarters since. 2,738 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Intrepid Financial Planning Group held 6,256 shares of iShares Russell 2000 ETF worth $1.88M as of Q2 2026.
  • Intrepid Financial Planning Group sold 271 iShares Russell 2000 ETF shares in Q2 2026, an estimated $76.2K.
  • iShares Russell 2000 ETF made up 0.64% of Intrepid Financial Planning Group's portfolio in Q2 2026, its #38 holding.
  • Intrepid Financial Planning Group first reported a position in iShares Russell 2000 ETF in Q2 2022 and has held it in 17 quarters since.
  • 2,738 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Intrepid Financial Planning Group's 13F filing for Q2 2026, filed 12 Aug 2026.