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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
Q2 		$488K Buy
1,625
+98
+6% +$27.5K 0.2% 65
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 $1.55T 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

Plotkin Financial Advisors's IWM Position: Q2 2026 in Review

Plotkin Financial Advisors increased its iShares Russell 2000 ETF (IWM) stake by 6.4% in Q2 2026, buying an estimated $27.5K and bringing the position to 1,625 shares worth $488K. The position accounts for 0.2% of the portfolio, ranked #65.

Plotkin Financial Advisors first reported a position in IWM in Q1 2021 and has held it in 22 quarters since. The position peaked at $3.71M in Q2 2021. 2,737 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Plotkin Financial Advisors held 1,625 shares of iShares Russell 2000 ETF worth $488K as of Q2 2026.
  • Plotkin Financial Advisors bought 98 iShares Russell 2000 ETF shares in Q2 2026, an estimated $27.5K.
  • iShares Russell 2000 ETF made up 0.2% of Plotkin Financial Advisors's portfolio in Q2 2026, its #65 holding.
  • Plotkin Financial Advisors first reported a position in iShares Russell 2000 ETF in Q1 2021 and has held it in 22 quarters since.
  • Plotkin Financial Advisors's iShares Russell 2000 ETF position peaked at $3.71M in Q2 2021.
  • 2,737 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Plotkin Financial Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.