NEPPG
IWM icon

New England Professional Planning Group’s iShares Russell 2000 ETF IWM Stock Holding History

New England Professional 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 		$1.01M Buy
3,366
+1
+0% +$281 0.38% 12
2026
Q1 		$834K Sell
3,365
-10
-0.3% -$2.58K 0.35% 13
2025
Q4 		$831K Sell
3,375
-486
-13% -$119K 0.35% 13
2025
Q3 		$934K Sell
3,861
-33
-0.8% -$7.57K 0.43% 11
2025
Q2 		$840K Buy
3,894
+1,784
+85% +$359K 0.38% 13
2025
Q1 		$421K Buy
2,110
+1
+0% +$217 0.21% 21
2024
Q4 		$466K Buy
2,109
+527
+33% +$120K 0.23% 20
2024
Q3 		$350K Buy
1,582
+172
+12% +$36.8K 0.17% 26
2024
Q2 		$286K Buy
1,410
+1
+0.1% +$202 0.15% 35
2024
Q1 		$296K Buy
1,409
+2
+0.1% +$399 0.15% 31
2023
Q4 		$282K Sell
1,407
-151
-10% -$27.1K 0.16% 30
2023
Q3 		$275K Hold
1,558
– – 0.17% 24
2023
Q2 		$292K Buy
1,558
+1
+0.1% +$178 0.17% 24
2023
Q1 		$274K Sell
1,557
-443
-22% -$81.6K 0.17% 24
2022
Q4 		$349K Buy
2,000
+356
+22% +$63.3K 0.2% 24
2022
Q3 		$270K Buy
1,644
+218
+15% +$39.8K 0.19% 26
2022
Q2 		$241K Buy
1,426
+142
+11% +$26.2K 0.17% 27
2022
Q1 		$266K Buy
1,284
+101
+9% +$20.6K 0.16% 30
2021
Q4 		$253K Buy
1,183
+9
+0.8% +$2.03K 0.15% 32
2021
Q3 		$268K Buy
1,174
+4
+0.3% +$887 0.16% 30
2021
Q2 		$261K Hold
1,170
– – 0.16% 31
2021
Q1 		$260K Sell
1,170
-186
-14% -$40.6K 0.16% 38
2020
Q4 		$266K Buy
1,356
+57
+4% +$9.97K 0.19% 30
2020
Q3 		$213K Sell
1,299
-185
-12% -$27.8K 0.17% 28
2020
Q2 		$233K Buy
+1,484
New +$195K 0.18% 38
2015
Q3 		– Sell
-4,567
Closed -$570K – 47
2015
Q2 		$570K Buy
4,567
+805
+21% +$101K 0.75% 16
2015
Q1 		$460K Hold
3,762
– – 0.62% 16
2014
Q4 		$446K Buy
+3,762
New +$430K 0.66% 17

Other funds holding IWM

Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
PRS
Pinkerton Retirement Specialists Coeur D Alene, Idaho $1.16B AUM 28.78% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

New England Professional Planning Group's IWM Position: Q2 2026 in Review

New England Professional Planning Group increased its iShares Russell 2000 ETF (IWM) stake by 0.03% in Q2 2026, buying an estimated $281 and bringing the position to 3,366 shares worth $1.01M. The position accounts for 0.38% of the portfolio, ranked #12.

New England Professional Planning Group first reported a position in IWM in Q4 2014 and has held it in 28 quarters since. 1,553 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • New England Professional Planning Group held 3,366 shares of iShares Russell 2000 ETF worth $1.01M as of Q2 2026.
  • New England Professional Planning Group bought 1 iShares Russell 2000 ETF share in Q2 2026, an estimated $281.
  • iShares Russell 2000 ETF made up 0.38% of New England Professional Planning Group's portfolio in Q2 2026, its #12 holding.
  • New England Professional Planning Group first reported a position in iShares Russell 2000 ETF in Q4 2014 and has held it in 28 quarters since.
  • 1,553 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on New England Professional Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.