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

OFC 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	$1.03M	Hold	3,413	–	–	0.91%	31
2026 Q1	$846K	Sell	3,413 -30	-0.9%	-$7.74K	0.83%	32
2025 Q4	$848K	Sell	3,443 -23	-0.7%	-$5.66K	0.8%	32
2025 Q3	$839K	Sell	3,466 -289	-8%	-$66.3K	0.83%	31
2025 Q2	$810K	Hold	3,755	–	–	0.86%	32
2025 Q1	$749K	Sell	3,755 -84	-2%	-$18.2K	0.85%	30
2024 Q4	$848K	Buy	+3,839	New	+$875K	0.89%	29

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

OFC Financial Planning's IWM Position: Q2 2026 in Review

OFC Financial Planning held its iShares Russell 2000 ETF (IWM) position steady in Q2 2026 at 3,413 shares worth $1.03M. The position accounts for 0.91% of the portfolio, ranked #31.

OFC Financial Planning first reported a position in IWM in Q4 2024 and has held it in 7 quarters since. 2,737 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

OFC Financial Planning held 3,413 shares of iShares Russell 2000 ETF worth $1.03M as of Q2 2026.
OFC Financial Planning left its iShares Russell 2000 ETF share count unchanged in Q2 2026.
iShares Russell 2000 ETF made up 0.91% of OFC Financial Planning's portfolio in Q2 2026, its #31 holding.
OFC Financial Planning first reported a position in iShares Russell 2000 ETF in Q4 2024 and has held it in 7 quarters since.
2,737 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on OFC Financial Planning's 13F filing for Q2 2026, filed 5 Aug 2026.