Prosperity Planning’s iShares Russell 2000 ETF IWM Stock Holding History

Prosperity Planning’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	$357K	Sell	1,188 -128	-10%	-$36K	0.08%	91
2026 Q1	$326K	Sell	1,316 -109	-8%	-$28.1K	0.08%	95
2025 Q4	$351K	Sell	1,425 -150	-10%	-$36.9K	0.09%	87
2025 Q3	$381K	Hold	1,575	–	–	0.1%	83
2025 Q2	$340K	Hold	1,575	–	–	0.1%	87
2025 Q1	$314K	Sell	1,575 -23	-1%	-$4.99K	0.1%	85
2024 Q4	$353K	Sell	1,598 -46	-3%	-$10.5K	0.11%	80
2024 Q3	$363K	Sell	1,644 -22	-1%	-$4.71K	0.12%	80
2024 Q2	$338K	Sell	1,666 -136	-8%	-$27.5K	0.12%	80
2024 Q1	$379K	Buy	1,802 +23	+1%	+$4.59K	0.13%	72
2023 Q4	$357K	Hold	1,779	–	–	0.13%	76
2023 Q3	$314K	Sell	1,779 -22	-1%	-$4.13K	0.13%	73
2023 Q2	$337K	Hold	1,801	–	–	0.14%	73
2023 Q1	$321K	Hold	1,801	–	–	0.14%	74
2022 Q4	$314K	Hold	1,801	–	–	0.16%	68
2022 Q3	$297K	Buy	1,801 +2	+0.1%	+$365	0.16%	72
2022 Q2	$305K	Hold	1,799	–	–	0.16%	64
2022 Q1	$369K	Hold	1,799	–	–	0.18%	60
2021 Q4	$400K	Hold	1,799	–	–	0.2%	58
2021 Q3	$393K	Sell	1,799 -16	-0.9%	-$3.55K	0.21%	58
2021 Q2	$416K	Sell	1,815 -256	-12%	-$57.6K	0.26%	56
2021 Q1	$458K	Sell	2,071 -165	-7%	-$36K	0.33%	49
2020 Q4	$438K	Buy	+2,236	New	+$391K	0.37%	45

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

Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

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

AIA

Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return

Prosperity Planning's IWM Position: Q2 2026 in Review

Prosperity Planning reduced its iShares Russell 2000 ETF (IWM) stake by 9.7% in Q2 2026, selling an estimated $36K and leaving 1,188 shares worth $357K. The position accounts for 0.08% of the portfolio, ranked #91.

Prosperity Planning first reported a position in IWM in Q4 2020 and has held it in 23 quarters since. The position peaked at $458K in Q1 2021. 1,015 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Prosperity Planning held 1,188 shares of iShares Russell 2000 ETF worth $357K as of Q2 2026.
Prosperity Planning sold 128 iShares Russell 2000 ETF shares in Q2 2026, an estimated $36K.
iShares Russell 2000 ETF made up 0.08% of Prosperity Planning's portfolio in Q2 2026, its #91 holding.
Prosperity Planning first reported a position in iShares Russell 2000 ETF in Q4 2020 and has held it in 23 quarters since.
Prosperity Planning's iShares Russell 2000 ETF position peaked at $458K in Q1 2021.
1,015 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Prosperity Planning's 13F filing for Q2 2026, filed 10 Jul 2026.