Mark Sheptoff Financial Planning’s iShares Russell 2000 ETF IWM Stock Holding History

Mark Sheptoff Financial 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 Q2	$30K	Hold	100	–	–	0.02%	234
2026 Q1	$28.3K	Buy	+100	New	+$25.8K	0.02%	233
2024 Q3	–	Sell	-13	Closed	-$2.64K	–	446
2024 Q2	$2.64K	Hold	13	–	–	﹤0.01%	385
2024 Q1	$2.73K	Hold	13	–	–	﹤0.01%	353
2023 Q4	$2.61K	Hold	13	–	–	﹤0.01%	351
2023 Q3	$2.3K	Hold	13	–	–	﹤0.01%	335
2023 Q2	$2.44K	Hold	13	–	–	﹤0.01%	342
2023 Q1	$2.32K	Hold	13	–	–	﹤0.01%	341
2022 Q4	$2.27K	Hold	13	–	–	﹤0.01%	348
2022 Q3	$2K	Hold	13	–	–	﹤0.01%	326
2022 Q2	$2K	Hold	13	–	–	﹤0.01%	338
2022 Q1	$3K	Hold	13	–	–	﹤0.01%	365
2021 Q4	$3K	Sell	13 -239	-95%	-$54K	﹤0.01%	394
2021 Q3	$55K	Hold	252	–	–	0.03%	171
2021 Q2	$58K	Buy	252 +1	+0.4%	+$225	0.03%	171
2021 Q1	$56K	Buy	251 +100	+66%	+$21.8K	0.03%	157
2020 Q4	$30K	Buy	151 +51	+51%	+$8.92K	0.02%	191
2020 Q3	$15K	Sell	100 -50	-33%	-$7.52K	0.01%	209
2020 Q2	$21K	Buy	+150	New	+$19.7K	0.01%	195
2016 Q1	–	Sell	-300	Closed	-$34K	–	373
2015 Q4	$34K	Buy	+300	New	+$34.6K	0.03%	190

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

Mark Sheptoff Financial Planning's IWM Position: Q2 2026 in Review

Mark Sheptoff Financial Planning held its iShares Russell 2000 ETF (IWM) position steady in Q2 2026 at 100 shares worth $30K. The position accounts for 0.02% of the portfolio, ranked #234.

Mark Sheptoff Financial Planning first reported a position in IWM in Q4 2015 and has held it in 20 quarters since. The position peaked at $58K in Q2 2021. 2,724 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Mark Sheptoff Financial Planning held 100 shares of iShares Russell 2000 ETF worth $30K as of Q2 2026.
Mark Sheptoff Financial Planning left its iShares Russell 2000 ETF share count unchanged in Q2 2026.
iShares Russell 2000 ETF made up 0.02% of Mark Sheptoff Financial Planning's portfolio in Q2 2026, its #234 holding.
Mark Sheptoff Financial Planning first reported a position in iShares Russell 2000 ETF in Q4 2015 and has held it in 20 quarters since.
Mark Sheptoff Financial Planning's iShares Russell 2000 ETF position peaked at $58K in Q2 2021.
2,724 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q2 2026, filed 13 Aug 2026.