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PlanVest Financial’s iShares Russell 2000 ETF IWM Stock Holding History

PlanVest 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 		$50.5K Hold
168
– – 0.03% 222
2026
Q1 		$41.7K Buy
+168
New +$43.3K 0.03% 227

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Treasurer of the State of North Carolina
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
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

PlanVest Financial's IWM Position: Q2 2026 in Review

PlanVest Financial held its iShares Russell 2000 ETF (IWM) position steady in Q2 2026 at 168 shares worth $50.5K. The position accounts for 0.03% of the portfolio, ranked #222.

PlanVest Financial first reported a position in IWM in Q1 2026 and has held it in 2 quarters since. 2,677 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • PlanVest Financial held 168 shares of iShares Russell 2000 ETF worth $50.5K as of Q2 2026.
  • PlanVest Financial left its iShares Russell 2000 ETF share count unchanged in Q2 2026.
  • iShares Russell 2000 ETF made up 0.03% of PlanVest Financial's portfolio in Q2 2026, its #222 holding.
  • PlanVest Financial first reported a position in iShares Russell 2000 ETF in Q1 2026 and has held it in 2 quarters since.
  • 2,677 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on PlanVest Financial's 13F filing for Q2 2026, filed 10 Aug 2026.