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 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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

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 Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Plan Group Financial's IWM Position: Q2 2026 in Review

Plan Group Financial increased its iShares Russell 2000 ETF (IWM) stake by 6.9% in Q2 2026, buying an estimated $204K and bringing the position to 11,267 shares worth $3.39M. The position accounts for 0.7% of the portfolio, ranked #46.

Plan Group Financial first reported a position in IWM in Q4 2023 and has held it in 8 quarters since. 2,732 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Plan Group Financial held 11,267 shares of iShares Russell 2000 ETF worth $3.39M as of Q2 2026.
Plan Group Financial bought 725 iShares Russell 2000 ETF shares in Q2 2026, an estimated $204K.
iShares Russell 2000 ETF made up 0.7% of Plan Group Financial's portfolio in Q2 2026, its #46 holding.
Plan Group Financial first reported a position in iShares Russell 2000 ETF in Q4 2023 and has held it in 8 quarters since.
2,732 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Plan Group Financial's 13F filing for Q2 2026, filed 3 Aug 2026.