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Retirement Planning Company of New England’s iShares Russell 2000 ETF IWM Stock Holding History

Retirement Planning Company of New England’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 		$372K Sell
1,238
-50
-4% -$14.1K 0.13% 171
2026
Q1 		$320K Buy
1,288
+150
+13% +$38.7K 0.13% 184
2025
Q4 		$280K Buy
1,138
+135
+13% +$33.2K 0.11% 196
2025
Q3 		$243K Sell
1,003
-270
-21% -$62K 0.1% 215
2025
Q2 		$275K Buy
1,273
+3
+0.2% +$604 0.12% 185
2025
Q1 		$253K Sell
1,270
-225
-15% -$48.8K 0.13% 193
2024
Q4 		$330K Sell
1,495
-10
-0.7% -$2.28K 0.16% 165
2024
Q3 		$333K Sell
1,505
-10
-0.7% -$2.14K 0.17% 157
2024
Q2 		$307K Sell
1,515
-130
-8% -$26.3K 0.17% 154
2024
Q1 		$346K Buy
1,645
+20
+1% +$3.99K 0.19% 146
2023
Q4 		$326K Buy
+1,625
New +$291K 0.15% 161
2022
Q1 		– Sell
-861
Closed -$191K – 554
2021
Q4 		$191K Buy
+861
New +$195K 0.09% 222

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LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Retirement Planning Company of New England's IWM Position: Q2 2026 in Review

Retirement Planning Company of New England reduced its iShares Russell 2000 ETF (IWM) stake by 3.9% in Q2 2026, selling an estimated $14.1K and leaving 1,238 shares worth $372K. The position accounts for 0.13% of the portfolio, ranked #171.

Retirement Planning Company of New England first reported a position in IWM in Q4 2021 and has held it in 12 quarters since. 2,075 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Retirement Planning Company of New England held 1,238 shares of iShares Russell 2000 ETF worth $372K as of Q2 2026.
  • Retirement Planning Company of New England sold 50 iShares Russell 2000 ETF shares in Q2 2026, an estimated $14.1K.
  • iShares Russell 2000 ETF made up 0.13% of Retirement Planning Company of New England's portfolio in Q2 2026, its #171 holding.
  • Retirement Planning Company of New England first reported a position in iShares Russell 2000 ETF in Q4 2021 and has held it in 12 quarters since.
  • 2,075 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Retirement Planning Company of New England's 13F filing for Q2 2026, filed 30 Jul 2026.