PDS Planning’s iShares Russell 2000 ETF IWM Stock Holding History

PDS 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 Q1	$272K	Buy	1,097 +9	+0.8%	+$2.32K	0.02%	420
2025 Q4	$268K	Hold	1,088	–	–	0.02%	417
2025 Q3	$263K	Hold	1,088	–	–	0.02%	414
2025 Q2	$235K	Hold	1,088	–	–	0.02%	434
2025 Q1	$217K	Sell	1,088 -29	-3%	-$6.29K	0.02%	411
2024 Q4	$247K	Buy	1,117 +29	+3%	+$6.61K	0.02%	349
2024 Q3	$240K	Hold	1,088	–	–	0.02%	364
2024 Q2	$221K	Buy	1,088 +567	+109%	+$115K	0.02%	339
2024 Q1	$110K	Buy	+521	New	+$104K	0.01%	375
2022 Q2	–	Sell	-557	Closed	-$114K	–	235
2022 Q1	$114K	Hold	557	–	–	0.02%	223
2021 Q4	$124K	Sell	557 -160	-22%	-$36.2K	0.02%	207
2021 Q3	$157K	Hold	717	–	–	0.04%	197
2021 Q2	$164K	Buy	717 +1	+0.1%	+$225	0.04%	184
2021 Q1	$158K	Sell	716 -54	-7%	-$11.8K	0.05%	164
2020 Q4	$151K	Buy	+770	New	+$135K	0.05%	151
2018 Q1	–	Sell	-1,409	Closed	-$215K	–	78
2017 Q4	$215K	Buy	+1,409	New	+$212K	0.22%	63

Other funds holding IWM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

PDS Planning's IWM Position: Q1 2026 in Review

PDS Planning increased its iShares Russell 2000 ETF (IWM) stake by 0.83% in Q1 2026, buying an estimated $2.32K and bringing the position to 1,097 shares worth $272K. The position accounts for 0.02% of the portfolio, ranked #420.

PDS Planning first reported a position in IWM in Q4 2017 and has held it in 16 quarters since. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

PDS Planning held 1,097 shares of iShares Russell 2000 ETF worth $272K as of Q1 2026.
PDS Planning bought 9 iShares Russell 2000 ETF shares in Q1 2026, an estimated $2.32K.
iShares Russell 2000 ETF made up 0.02% of PDS Planning's portfolio in Q1 2026, its #420 holding.
PDS Planning first reported a position in iShares Russell 2000 ETF in Q4 2017 and has held it in 16 quarters since.
2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on PDS Planning's 13F filing for Q1 2026, filed 22 Apr 2026.