Landing Point Financial Group’s iShares Russell 2000 ETF IWM Stock Holding History

Landing Point Financial 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	$244K	Sell	812 -128	-14%	-$36K	0.08%	91
2026 Q1	$233K	Buy	940 +2	+0.2%	+$516	0.11%	86
2025 Q4	$231K	Buy	938 +2	+0.2%	+$492	0.12%	77
2025 Q3	$226K	Buy	936 +2	+0.2%	+$459	0.12%	78
2025 Q2	$201K	Sell	934 -271	-22%	-$54.5K	0.13%	69
2025 Q1	$240K	Buy	1,205 +76	+7%	+$16.5K	0.18%	59
2024 Q4	$252K	Buy	+1,129	New	+$257K	0.19%	54

Other funds holding IWM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

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 Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Landing Point Financial Group's IWM Position: Q2 2026 in Review

Landing Point Financial Group reduced its iShares Russell 2000 ETF (IWM) stake by 14% in Q2 2026, selling an estimated $36K and leaving 812 shares worth $244K. The position accounts for 0.08% of the portfolio, ranked #91.

Landing Point Financial Group first reported a position in IWM in Q4 2024 and has held it in 7 quarters since. The position peaked at $252K in Q4 2024. 2,730 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Landing Point Financial Group held 812 shares of iShares Russell 2000 ETF worth $244K as of Q2 2026.
Landing Point Financial Group sold 128 iShares Russell 2000 ETF shares in Q2 2026, an estimated $36K.
iShares Russell 2000 ETF made up 0.08% of Landing Point Financial Group's portfolio in Q2 2026, its #91 holding.
Landing Point Financial Group first reported a position in iShares Russell 2000 ETF in Q4 2024 and has held it in 7 quarters since.
Landing Point Financial Group's iShares Russell 2000 ETF position peaked at $252K in Q4 2024.
2,730 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Landing Point Financial Group's 13F filing for Q2 2026, filed 6 Aug 2026.