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Planned Solutions’s iShares Russell 2000 ETF IWM Stock Holding History

Planned Solutions’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 		$1.87M Sell
6,235
-8
-0.1% -$2.25K 0.54% 26
2026
Q1 		$1.55M Buy
6,243
+10
+0.2% +$2.58K 0.51% 28
2025
Q4 		$1.53M Buy
6,233
+17
+0.3% +$4.18K 0.49% 28
2025
Q3 		$1.5M Buy
6,216
+15
+0.2% +$3.44K 0.52% 26
2025
Q2 		$1.34M Sell
6,201
-796
-11% -$160K 0.51% 28
2025
Q1 		$1.4M Buy
6,997
+9
+0.1% +$1.95K 0.57% 25
2024
Q4 		$1.54M Sell
6,988
-11
-0.2% -$2.51K 0.62% 26
2024
Q3 		$1.55M Buy
6,999
+20
+0.3% +$4.28K 0.62% 21
2024
Q2 		$1.42M Buy
6,979
+17
+0.2% +$3.44K 0.69% 22
2024
Q1 		$1.46M Buy
6,962
+15
+0.2% +$2.99K 0.72% 20
2023
Q4 		$1.39M Buy
6,947
+79
+1% +$14.2K 0.65% 20
2023
Q3 		$1.21M Hold
6,868
– – 0.73% 19
2023
Q2 		$1.29M Buy
6,868
+16
+0.2% +$2.85K 0.76% 19
2023
Q1 		$1.22M Buy
6,852
+21
+0.3% +$3.87K 0.77% 19
2022
Q4 		$1.19M Buy
6,831
+57
+0.8% +$10.1K 0.87% 21
2022
Q3 		$1.12M Hold
6,774
– – 0.93% 21
2022
Q2 		$1.15M Buy
6,774
+18
+0.3% +$3.32K 1.07% 18
2022
Q1 		$1.39M Buy
6,756
+11
+0.2% +$2.24K 0.97% 17
2021
Q4 		$1.5M Buy
+6,745
New +$1.52M 1% 15
2021
Q2 		$1.54M Buy
6,710
+465
+7% +$105K 1.06% 15
2021
Q1 		$1.38M Buy
6,245
+338
+6% +$73.8K 1.08% 14
2020
Q4 		$1.16M Buy
5,907
+17
+0.3% +$2.98K 0.93% 13
2020
Q3 		$882K Buy
+5,890
New +$886K 0.86% 13

Other funds holding IWM

CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return

Planned Solutions's IWM Position: Q2 2026 in Review

Planned Solutions reduced its iShares Russell 2000 ETF (IWM) stake by 0.13% in Q2 2026, selling an estimated $2.25K and leaving 6,235 shares worth $1.87M. The position accounts for 0.54% of the portfolio, ranked #26.

Planned Solutions first reported a position in IWM in Q3 2020 and has held it in 23 quarters since. 1,068 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Planned Solutions held 6,235 shares of iShares Russell 2000 ETF worth $1.87M as of Q2 2026.
  • Planned Solutions sold 8 iShares Russell 2000 ETF shares in Q2 2026, an estimated $2.25K.
  • iShares Russell 2000 ETF made up 0.54% of Planned Solutions's portfolio in Q2 2026, its #26 holding.
  • Planned Solutions first reported a position in iShares Russell 2000 ETF in Q3 2020 and has held it in 23 quarters since.
  • 1,068 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Planned Solutions's 13F filing for Q2 2026, filed 13 Jul 2026.