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 Q3	$934K	Sell	3,360 -53	-2%	-$15.6K	0.8%	33
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

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

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

BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 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

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 21.87% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

OFC Financial Planning's IWM Position: Q3 2026 in Review

OFC Financial Planning reduced its iShares Russell 2000 ETF (IWM) stake by 1.6% in Q3 2026, selling an estimated $15.6K and leaving 3,360 shares worth $934K. The position accounts for 0.8% of the portfolio, ranked #33.

OFC Financial Planning first reported a position in IWM in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.03M in Q2 2026. 2,135 funds tracked by Wall St. Rank hold IWM as of Q3 2026.

OFC Financial Planning held 3,360 shares of iShares Russell 2000 ETF worth $934K as of Q3 2026.
OFC Financial Planning sold 53 iShares Russell 2000 ETF shares in Q3 2026, an estimated $15.6K.
iShares Russell 2000 ETF made up 0.8% of OFC Financial Planning's portfolio in Q3 2026, its #33 holding.
OFC Financial Planning first reported a position in iShares Russell 2000 ETF in Q4 2024 and has held it in 8 quarters since.
OFC Financial Planning's iShares Russell 2000 ETF position peaked at $1.03M in Q2 2026.
2,135 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2026.

Based on OFC Financial Planning's 13F filing for Q3 2026, filed 6 Nov 2026.