Retirement Planning Group (Kansas)’s iShares Russell 2000 ETF IWM Stock Holding History

Retirement Planning Group (Kansas)’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	$1.83M	Buy	7,384 +1,389	+23%	+$358K	0.06%	144
2025 Q4	$1.48M	Sell	5,995 -91	-1%	-$22.4K	0.05%	150
2025 Q3	$1.47M	Buy	6,086 +853	+16%	+$196K	0.05%	144
2025 Q2	$1.13M	Sell	5,233 -336	-6%	-$67.6K	0.05%	133
2025 Q1	$1.11M	Sell	5,569 -1,120	-17%	-$243K	0.05%	121
2024 Q4	$1.48M	Sell	6,689 -437	-6%	-$99.6K	0.07%	100
2024 Q3	$1.57M	Buy	7,126 +4,238	+147%	+$907K	0.09%	97
2024 Q2	$586K	Sell	2,888 -33	-1%	-$6.67K	0.04%	150
2024 Q1	$614K	Sell	2,921 -86	-3%	-$17.2K	0.05%	130
2023 Q4	$604K	Sell	3,007 -59	-2%	-$10.6K	0.05%	107
2023 Q3	$542K	Sell	3,066 -277	-8%	-$52K	0.06%	91
2023 Q2	$626K	Buy	3,343 +1	+0%	+$178	0.06%	91
2023 Q1	$596K	Buy	3,342 +2	+0.1%	+$368	0.06%	80
2022 Q4	$582K	Sell	3,340 -191	-5%	-$34K	0.07%	81
2022 Q3	$582K	Sell	3,531 -385	-10%	-$70.2K	0.07%	75
2022 Q2	$663K	Sell	3,916 -45	-1%	-$8.29K	0.08%	63
2022 Q1	$813K	Buy	3,961 +1	+0%	+$204	0.09%	56
2021 Q4	$881K	Sell	3,960 -283	-7%	-$63.9K	0.09%	48
2021 Q3	$928K	Buy	4,243 +41	+1%	+$9.09K	0.11%	38
2021 Q2	$964K	Buy	4,202 +193	+5%	+$43.4K	0.11%	42
2021 Q1	$886K	Buy	4,009 +78	+2%	+$17K	0.12%	32
2020 Q4	$771K	Sell	3,931 -205	-5%	-$35.9K	0.11%	37
2020 Q3	$620K	Sell	4,136 -591	-13%	-$88.9K	0.1%	38
2020 Q2	$677K	Sell	4,727 -438	-8%	-$57.5K	0.12%	36
2020 Q1	$591K	Sell	5,165 -50	-1%	-$7.46K	0.14%	32
2019 Q4	$864K	Sell	5,215 -21	-0.4%	-$3.32K	0.17%	33
2019 Q3	$792K	Sell	5,236 -1,033	-16%	-$158K	0.17%	33
2019 Q2	$975K	Sell	6,269 -151	-2%	-$23.3K	0.22%	30
2019 Q1	$983K	Sell	6,420 -181	-3%	-$27.2K	0.24%	28
2018 Q4	$884K	Sell	6,601 -385	-6%	-$57.4K	0.24%	32
2018 Q3	$1.18M	Sell	6,986 -23	-0.3%	-$3.88K	0.3%	23
2018 Q2	$1.15M	Sell	7,009 -150	-2%	-$24K	0.31%	23
2018 Q1	$1.09M	Sell	7,159 -10	-0.1%	-$1.54K	0.3%	21
2017 Q4	$1.09M	Sell	7,169 -113	-2%	-$17K	0.3%	21
2017 Q3	$1.08M	Sell	7,282 -206	-3%	-$29K	0.31%	23
2017 Q2	$1.05M	Sell	7,488 -510	-6%	-$70.6K	0.32%	23
2017 Q1	$1.1M	Sell	7,998 -598	-7%	-$81.7K	0.33%	25
2016 Q4	$1.16M	Sell	8,596 -240	-3%	-$30.7K	0.37%	23
2016 Q3	$1.1M	Sell	8,836 -2,691	-23%	-$327K	0.36%	26
2016 Q2	$1.32M	Buy	11,527 +74	+0.6%	+$8.35K	0.45%	26
2016 Q1	$1.27M	Sell	11,453 -20	-0.2%	-$2.07K	0.45%	26
2015 Q4	$1.29M	Buy	11,473 +365	+3%	+$42.1K	0.48%	26
2015 Q3	$1.21M	Buy	11,108 +396	+4%	+$47K	0.53%	26
2015 Q2	$1.34M	Buy	10,712 +1	+0%	+$125	0.55%	29
2015 Q1	$1.33M	Sell	10,711 -905	-8%	-$109K	0.53%	32
2014 Q4	$1.39M	Sell	11,616 -406	-3%	-$46.4K	0.43%	34
2014 Q3	$1.31M	Sell	12,022 -122	-1%	-$14K	0.41%	32
2014 Q2	$1.44M	Sell	12,144 -1,024	-8%	-$116K	0.44%	33
2014 Q1	$1.53M	Sell	13,168 -368	-3%	-$42.5K	0.49%	34
2013 Q4	$1.56M	Sell	13,536 -2,446	-15%	-$270K	0.56%	30
2013 Q3	$1.7M	Buy	15,982 +663	+4%	+$68.6K	0.62%	30
2013 Q2	$1.49M	Buy	+15,319	New	+$1.46M	0.61%	33

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

Retirement Planning Group (Kansas)'s IWM Position: Q1 2026 in Review

Retirement Planning Group (Kansas) increased its iShares Russell 2000 ETF (IWM) stake by 23% in Q1 2026, buying an estimated $358K and bringing the position to 7,384 shares worth $1.83M. The position accounts for 0.06% of the portfolio, ranked #144.

Retirement Planning Group (Kansas) first reported a position in IWM in Q2 2013 and has held it in 52 quarters since. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

Retirement Planning Group (Kansas) held 7,384 shares of iShares Russell 2000 ETF worth $1.83M as of Q1 2026.
Retirement Planning Group (Kansas) bought 1,389 iShares Russell 2000 ETF shares in Q1 2026, an estimated $358K.
iShares Russell 2000 ETF made up 0.06% of Retirement Planning Group (Kansas)'s portfolio in Q1 2026, its #144 holding.
Retirement Planning Group (Kansas) first reported a position in iShares Russell 2000 ETF in Q2 2013 and has held it in 52 quarters since.
2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Retirement Planning Group (Kansas)'s 13F filing for Q1 2026, filed 4 May 2026.