Plan Group Financial’s iShares Russell 2000 ETF IWM Stock Holding History

Plan Group Financial’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	–	Sell	-11,267	Closed	-$3.39M	–	243
2026 Q2	$3.39M	Buy	11,267 +725	+7%	+$204K	0.7%	46
2026 Q1	$2.61M	Buy	10,542 +2,796	+36%	+$721K	0.61%	58
2025 Q4	$1.91M	Sell	7,746 -4,585	-37%	-$1.13M	0.49%	66
2025 Q3	$2.98M	Buy	+12,331	New	+$2.83M	0.8%	37
2025 Q1	–	Sell	-6,338	Closed	-$1.4M	–	151
2024 Q4	$1.4M	Sell	6,338 -220	-3%	-$50.2K	0.74%	28
2024 Q3	$1.45M	Buy	6,558 +2,558	+64%	+$547K	0.76%	24
2024 Q2	$812K	Buy	+4,000	New	+$808K	0.5%	45
2024 Q1	–	Sell	-4,512	Closed	-$906K	–	96
2023 Q4	$906K	Buy	+4,512	New	+$808K	0.79%	25

Other funds holding IWM

MIRAE ASSET SECURITIES (USA) INC. New York $3.57B AUM 26.72% 1-Year Est. Return

Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return

Citizens Financial Group Providence, Rhode Island $8.58B AUM 20.32% 1-Year Est. Return

Washington Trust Westerly, Rhode Island $3.23B AUM 23.24% 1-Year Est. Return

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

Parkside Investments Deerfield, Illinois $879M AUM 20.03% 1-Year Est. Return

First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Anderson Hoagland & Co St Louis, Missouri $1.31B AUM 21.27% 1-Year Est. Return

Plan Group Financial's IWM Position: Q3 2026 in Review

Plan Group Financial sold out of iShares Russell 2000 ETF (IWM) in Q3 2026, closing a stake of 11,267 shares — an estimated $3.39M sold.

Plan Group Financial first reported a position in IWM in Q4 2023 and held it in 8 quarters. The position peaked at $3.39M in Q2 2026. 915 funds tracked by Wall St. Rank hold IWM as of Q3 2026.

Plan Group Financial reported no remaining iShares Russell 2000 ETF position as of Q3 2026 after selling out during the quarter.
Plan Group Financial sold 11,267 iShares Russell 2000 ETF shares in Q3 2026, an estimated $3.39M.
Plan Group Financial first reported a position in iShares Russell 2000 ETF in Q4 2023 and held it in 8 quarters.
Plan Group Financial's iShares Russell 2000 ETF position peaked at $3.39M in Q2 2026.
915 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2026.

Based on Plan Group Financial's 13F filing for Q3 2026, filed 22 Oct 2026.