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Plotkin Financial Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

Plotkin Financial Advisors’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 		$379K Hold
1,527
– – 0.19% 68
2025
Q4 		$376K Sell
1,527
-219
-13% -$53.8K 0.18% 69
2025
Q3 		$422K Sell
1,746
-336
-16% -$77.1K 0.21% 67
2025
Q2 		$449K Sell
2,082
-1
-0% -$201 0.25% 60
2025
Q1 		$416K Sell
2,083
-5
-0.2% -$1.08K 0.26% 62
2024
Q4 		$461K Sell
2,088
-77
-4% -$17.6K 0.27% 53
2024
Q3 		$478K Sell
2,165
-153
-7% -$32.7K 0.29% 55
2024
Q2 		$470K Sell
2,318
-88
-4% -$17.8K 0.3% 51
2024
Q1 		$506K Sell
2,406
-420
-15% -$83.8K 0.34% 46
2023
Q4 		$567K Sell
2,826
-555
-16% -$99.4K 0.43% 36
2023
Q3 		$598K Buy
3,381
+137
+4% +$25.7K 0.53% 31
2023
Q2 		$608K Sell
3,244
-255
-7% -$45.5K 0.51% 34
2023
Q1 		$624K Hold
3,499
– – 0.58% 32
2022
Q4 		$610K Hold
3,499
– – 0.62% 28
2022
Q3 		$577K Sell
3,499
-1
-0% -$182 0.58% 31
2022
Q2 		$593K Sell
3,500
-245
-7% -$45.2K 0.56% 30
2022
Q1 		$769K Sell
3,745
-314
-8% -$64.1K 0.54% 32
2021
Q4 		$903K Sell
4,059
-5,848
-59% -$1.32M 0.57% 30
2021
Q3 		$2.17M Sell
9,907
-6,274
-39% -$1.39M 1.29% 21
2021
Q2 		$3.71M Buy
16,181
+14,633
+945% +$3.29M 2.05% 18
2021
Q1 		$342K Buy
+1,548
New +$338K 0.21% 53

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Plotkin Financial Advisors's IWM Position: Q1 2026 in Review

Plotkin Financial Advisors held its iShares Russell 2000 ETF (IWM) position steady in Q1 2026 at 1,527 shares worth $379K. The position accounts for 0.19% of the portfolio, ranked #68.

Plotkin Financial Advisors first reported a position in IWM in Q1 2021 and has held it in 21 quarters since. The position peaked at $3.71M in Q2 2021. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

  • Plotkin Financial Advisors held 1,527 shares of iShares Russell 2000 ETF worth $379K as of Q1 2026.
  • Plotkin Financial Advisors left its iShares Russell 2000 ETF share count unchanged in Q1 2026.
  • iShares Russell 2000 ETF made up 0.19% of Plotkin Financial Advisors's portfolio in Q1 2026, its #68 holding.
  • Plotkin Financial Advisors first reported a position in iShares Russell 2000 ETF in Q1 2021 and has held it in 21 quarters since.
  • Plotkin Financial Advisors's iShares Russell 2000 ETF position peaked at $3.71M in Q2 2021.
  • 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Plotkin Financial Advisors's 13F filing for Q1 2026, filed 11 May 2026.