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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
Q3 		$308K Hold
1,107
– – 0.11% 130
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

SP
Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return
AIC
Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
KWM
Kaydan Wealth Management Fenton, Michigan $291M AUM 15.62% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
GWWM
Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return

Plan A Wealth's IWM Position: Q3 2026 in Review

Plan A Wealth held its iShares Russell 2000 ETF (IWM) position steady in Q3 2026 at 1,107 shares worth $308K. The position accounts for 0.11% of the portfolio, ranked #130.

Plan A Wealth first reported a position in IWM in Q4 2024 and has held it in 8 quarters since. The position peaked at $630K in Q4 2024. 97 funds tracked by Wall St. Rank hold IWM as of Q3 2026.

  • Plan A Wealth held 1,107 shares of iShares Russell 2000 ETF worth $308K as of Q3 2026.
  • Plan A Wealth left its iShares Russell 2000 ETF share count unchanged in Q3 2026.
  • iShares Russell 2000 ETF made up 0.11% of Plan A Wealth's portfolio in Q3 2026, its #130 holding.
  • Plan A Wealth first reported a position in iShares Russell 2000 ETF in Q4 2024 and has held it in 8 quarters since.
  • Plan A Wealth's iShares Russell 2000 ETF position peaked at $630K in Q4 2024.
  • 97 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2026.

Based on Plan A Wealth's 13F filing for Q3 2026, filed 8 Oct 2026.