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Keeler & Nadler Financial Planning & Wealth Management’s iShares Russell 2000 ETF IWM Stock Holding History

Keeler & Nadler Financial Planning & Wealth Management’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 		$232K Buy
+771
New +$217K 0.07% 82
2024
Q3 		– Sell
-1,004
Closed -$204K – 74
2024
Q2 		$204K Buy
+1,004
New +$203K 0.11% 61

Other funds holding IWM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Keeler & Nadler Financial Planning & Wealth Management's IWM Position: Q2 2026 in Review

Keeler & Nadler Financial Planning & Wealth Management opened a new position in iShares Russell 2000 ETF (IWM) in Q2 2026: 771 shares worth $232K. The stake represents 0.07% of the portfolio and ranks #82 among its holdings. This is a return to the name: Keeler & Nadler Financial Planning & Wealth Management previously reported a position in IWM as recently as Q2 2024.

Keeler & Nadler Financial Planning & Wealth Management first reported a position in IWM in Q2 2024 and has held it in 2 quarters since. 1,827 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Keeler & Nadler Financial Planning & Wealth Management held 771 shares of iShares Russell 2000 ETF worth $232K as of Q2 2026.
  • iShares Russell 2000 ETF was a new Keeler & Nadler Financial Planning & Wealth Management position in Q2 2026.
  • iShares Russell 2000 ETF made up 0.07% of Keeler & Nadler Financial Planning & Wealth Management's portfolio in Q2 2026, its #82 holding.
  • Keeler & Nadler Financial Planning & Wealth Management first reported a position in iShares Russell 2000 ETF in Q2 2024 and has held it in 2 quarters since.
  • 1,827 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Keeler & Nadler Financial Planning & Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.