TWP
IWM icon

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

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina Raleigh, North Carolina $38.8B AUM 40.77% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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. 2,740 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.
  • 2,740 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.