Next Level Wealth Planning’s iShares Russell 2000 ETF IWM Stock Holding History

Next Level Wealth 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 Q3	$44.2K	Buy	+159	New	+$46.7K	0.02%	181

Other funds holding IWM

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

IMC Chicago Chicago, Illinois $483B AUM 41.26% 1-Year Est. Return

Catalyst Capital Advisors Huntington, New York $6.21B AUM 15.35% 1-Year Est. Return

Millburn Ridgefield Corp New York $5.45B AUM 11.92% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Next Level Wealth Planning's IWM Position: Q3 2026 in Review

Next Level Wealth Planning opened a new position in iShares Russell 2000 ETF (IWM) in Q3 2026: 159 shares worth $44.2K. The stake represents 0.02% of the portfolio and ranks #181 among its holdings.

1,680 funds tracked by Wall St. Rank hold IWM as of Q3 2026.

Next Level Wealth Planning held 159 shares of iShares Russell 2000 ETF worth $44.2K as of Q3 2026.
iShares Russell 2000 ETF was a new Next Level Wealth Planning position in Q3 2026.
iShares Russell 2000 ETF made up 0.02% of Next Level Wealth Planning's portfolio in Q3 2026, its #181 holding.
1,680 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2026.

Based on Next Level Wealth Planning's 13F filing for Q3 2026, filed 29 Oct 2026.