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Plan A Wealth’s iShares Russell 2000 ETF IWM Stock Holding History

Plan A Wealth’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 		$333K Sell
1,107
-476
-30% -$134K 0.14% 114
2026
Q1 		$393K Hold
1,583
– – 0.19% 90
2025
Q4 		$390K Sell
1,583
-100
-6% -$24.6K 0.19% 95
2025
Q3 		$407K Sell
1,683
-76
-4% -$17.4K 0.21% 92
2025
Q2 		$380K Sell
1,759
-935
-35% -$188K 0.22% 93
2025
Q1 		$537K Sell
2,694
-155
-5% -$33.6K 0.42% 42
2024
Q4 		$630K Buy
+2,849
New +$650K 0.58% 39

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

Plan A Wealth's IWM Position: Q2 2026 in Review

Plan A Wealth reduced its iShares Russell 2000 ETF (IWM) stake by 30% in Q2 2026, selling an estimated $134K and leaving 1,107 shares worth $333K. The position accounts for 0.14% of the portfolio, ranked #114.

Plan A Wealth first reported a position in IWM in Q4 2024 and has held it in 7 quarters since. The position peaked at $630K in Q4 2024. 2,724 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Plan A Wealth held 1,107 shares of iShares Russell 2000 ETF worth $333K as of Q2 2026.
  • Plan A Wealth sold 476 iShares Russell 2000 ETF shares in Q2 2026, an estimated $134K.
  • iShares Russell 2000 ETF made up 0.14% of Plan A Wealth's portfolio in Q2 2026, its #114 holding.
  • Plan A Wealth first reported a position in iShares Russell 2000 ETF in Q4 2024 and has held it in 7 quarters since.
  • Plan A Wealth's iShares Russell 2000 ETF position peaked at $630K in Q4 2024.
  • 2,724 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Plan A Wealth's 13F filing for Q2 2026, filed 14 Jul 2026.