Strategic Planning Inc’s iShares Russell 2000 ETF IWM Stock Holding History

Strategic Planning Inc’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	$813K	Buy	+3,280	New	+$846K	0.41%	29

Other funds holding IWM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Strategic Planning Inc's IWM Position: Q1 2026 in Review

Strategic Planning Inc opened a new position in iShares Russell 2000 ETF (IWM) in Q1 2026: 3,280 shares worth $813K. The stake represents 0.41% of the portfolio and ranks #29 among its holdings.

2,581 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

Strategic Planning Inc held 3,280 shares of iShares Russell 2000 ETF worth $813K as of Q1 2026.
iShares Russell 2000 ETF was a new Strategic Planning Inc position in Q1 2026.
iShares Russell 2000 ETF made up 0.41% of Strategic Planning Inc's portfolio in Q1 2026, its #29 holding.
2,581 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Strategic Planning Inc's 13F filing for Q1 2026, filed 18 May 2026.