Plum Street Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

Plum Street 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	$1.64M	Buy	6,626 +88	+1%	+$22.7K	0.57%	39
2025 Q4	$1.61M	Sell	6,538 -483	-7%	-$119K	0.57%	41
2025 Q3	$1.7M	Sell	7,021 -82	-1%	-$18.8K	0.66%	37
2025 Q2	$1.53M	Buy	7,103 +275	+4%	+$55.3K	0.68%	35
2025 Q1	$1.36M	Buy	6,828 +99	+1%	+$21.5K	0.66%	40
2024 Q4	$1.49M	Sell	6,729 -63	-0.9%	-$14.4K	0.73%	34
2024 Q3	$1.5M	Buy	6,792 +70	+1%	+$15K	0.76%	33
2024 Q2	$1.36M	Sell	6,722 -70	-1%	-$14.1K	0.8%	33
2024 Q1	$1.5M	Buy	6,792 +395	+6%	+$78.8K	0.76%	33
2023 Q4	$1.28M	Buy	+6,397	New	+$1.15M	0.86%	31

Other funds holding IWM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Plum Street Advisors's IWM Position: Q1 2026 in Review

Plum Street Advisors increased its iShares Russell 2000 ETF (IWM) stake by 1.3% in Q1 2026, buying an estimated $22.7K and bringing the position to 6,626 shares worth $1.64M. The position accounts for 0.57% of the portfolio, ranked #39.

Plum Street Advisors first reported a position in IWM in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.7M in Q3 2025. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

Plum Street Advisors held 6,626 shares of iShares Russell 2000 ETF worth $1.64M as of Q1 2026.
Plum Street Advisors bought 88 iShares Russell 2000 ETF shares in Q1 2026, an estimated $22.7K.
iShares Russell 2000 ETF made up 0.57% of Plum Street Advisors's portfolio in Q1 2026, its #39 holding.
Plum Street Advisors first reported a position in iShares Russell 2000 ETF in Q4 2023 and has held it in 10 quarters since.
Plum Street Advisors's iShares Russell 2000 ETF position peaked at $1.7M in Q3 2025.
2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Plum Street Advisors's 13F filing for Q1 2026, filed 14 May 2026.