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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
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 $1.37T 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

Intrepid Financial Planning Group's IWM Position: Q1 2026 in Review

Intrepid Financial Planning Group reduced its iShares Russell 2000 ETF (IWM) stake by 5.8% in Q1 2026, selling an estimated $103K and leaving 6,527 shares worth $1.62M. The position accounts for 0.65% of the portfolio, ranked #38.

Intrepid Financial Planning Group first reported a position in IWM in Q2 2022 and has held it in 16 quarters since. The position peaked at $1.7M in Q4 2025. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

  • Intrepid Financial Planning Group held 6,527 shares of iShares Russell 2000 ETF worth $1.62M as of Q1 2026.
  • Intrepid Financial Planning Group sold 399 iShares Russell 2000 ETF shares in Q1 2026, an estimated $103K.
  • iShares Russell 2000 ETF made up 0.65% of Intrepid Financial Planning Group's portfolio in Q1 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 16 quarters since.
  • Intrepid Financial Planning Group's iShares Russell 2000 ETF position peaked at $1.7M in Q4 2025.
  • 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Intrepid Financial Planning Group's 13F filing for Q1 2026, filed 13 May 2026.