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 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

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

Plan Group Financial's IWM Position: Q1 2026 in Review

Plan Group Financial increased its iShares Russell 2000 ETF (IWM) stake by 36% in Q1 2026, buying an estimated $721K and bringing the position to 10,542 shares worth $2.61M. The position accounts for 0.61% of the portfolio, ranked #58.

Plan Group Financial first reported a position in IWM in Q4 2023 and has held it in 7 quarters since. The position peaked at $2.98M in Q3 2025. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

Plan Group Financial held 10,542 shares of iShares Russell 2000 ETF worth $2.61M as of Q1 2026.
Plan Group Financial bought 2,796 iShares Russell 2000 ETF shares in Q1 2026, an estimated $721K.
iShares Russell 2000 ETF made up 0.61% of Plan Group Financial's portfolio in Q1 2026, its #58 holding.
Plan Group Financial first reported a position in iShares Russell 2000 ETF in Q4 2023 and has held it in 7 quarters since.
Plan Group Financial's iShares Russell 2000 ETF position peaked at $2.98M in Q3 2025.
2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Plan Group Financial's 13F filing for Q1 2026, filed 13 Apr 2026.