Tempus Wealth Planning’s iShares Russell 2000 ETF IWM Stock Holding History

Tempus Wealth 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	$2.64M	Buy	8,782 +30	+0.3%	+$8.43K	0.52%	48
2026 Q1	$2.17M	Buy	8,752 +331	+4%	+$85.4K	0.5%	48
2025 Q4	$2.07M	Sell	8,421 -104	-1%	-$25.6K	0.47%	49
2025 Q3	$2.06M	Sell	8,525 -583	-6%	-$134K	0.47%	52
2025 Q2	$1.97M	Sell	9,108 -256	-3%	-$51.5K	0.49%	53
2025 Q1	$1.87M	Buy	9,364 +1,633	+21%	+$354K	0.56%	45
2024 Q4	$1.71M	Buy	7,731 +2,730	+55%	+$622K	0.52%	48
2024 Q3	$1.1M	Buy	5,001 +2,852	+133%	+$610K	0.4%	71
2024 Q2	$436K	Sell	2,149 -23	-1%	-$4.65K	0.18%	121
2024 Q1	$457K	Buy	2,172 +157	+8%	+$31.3K	0.2%	119
2023 Q4	$404K	Buy	+2,015	New	+$361K	0.18%	121
2022 Q4	–	Sell	-1,548	Closed	-$255K	–	192
2022 Q3	$255K	Buy	+1,548	New	+$282K	0.17%	147

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

Tempus Wealth Planning's IWM Position: Q2 2026 in Review

Tempus Wealth Planning increased its iShares Russell 2000 ETF (IWM) stake by 0.34% in Q2 2026, buying an estimated $8.43K and bringing the position to 8,782 shares worth $2.64M. The position accounts for 0.52% of the portfolio, ranked #48.

Tempus Wealth Planning first reported a position in IWM in Q3 2022 and has held it in 12 quarters since. 1,015 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Tempus Wealth Planning held 8,782 shares of iShares Russell 2000 ETF worth $2.64M as of Q2 2026.
Tempus Wealth Planning bought 30 iShares Russell 2000 ETF shares in Q2 2026, an estimated $8.43K.
iShares Russell 2000 ETF made up 0.52% of Tempus Wealth Planning's portfolio in Q2 2026, its #48 holding.
Tempus Wealth Planning first reported a position in iShares Russell 2000 ETF in Q3 2022 and has held it in 12 quarters since.
1,015 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Tempus Wealth Planning's 13F filing for Q2 2026, filed 22 Jul 2026.