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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
Q2 		$336K Buy
1,118
+21
+2% +$5.9K 0.02% 395
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Treasurer of the State of North Carolina
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
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

PDS Planning's IWM Position: Q2 2026 in Review

PDS Planning increased its iShares Russell 2000 ETF (IWM) stake by 1.9% in Q2 2026, buying an estimated $5.9K and bringing the position to 1,118 shares worth $336K. The position accounts for 0.02% of the portfolio, ranked #395.

PDS Planning first reported a position in IWM in Q4 2017 and has held it in 17 quarters since. 2,731 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • PDS Planning held 1,118 shares of iShares Russell 2000 ETF worth $336K as of Q2 2026.
  • PDS Planning bought 21 iShares Russell 2000 ETF shares in Q2 2026, an estimated $5.9K.
  • iShares Russell 2000 ETF made up 0.02% of PDS Planning's portfolio in Q2 2026, its #395 holding.
  • PDS Planning first reported a position in iShares Russell 2000 ETF in Q4 2017 and has held it in 17 quarters since.
  • 2,731 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

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