Total Wealth Planning & Management’s iShares Russell 2000 ETF IWM Stock Holding History

Total Wealth Planning & Management’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 Q3	$613K	Buy	2,206 +125	+6%	+$36.7K	0.46%	71
2026 Q2	$625K	Buy	2,081 +102	+5%	+$28.7K	0.42%	80
2026 Q1	$491K	Buy	1,979 +287	+17%	+$74K	0.36%	94
2025 Q4	$417K	Buy	+1,692	New	+$416K	0.31%	103
2025 Q2	$390K	Hold	1,808	–	–	0.32%	115
2025 Q1	$361K	Buy	1,808 +125	+7%	+$27.1K	0.34%	103
2024 Q4	$372K	Buy	+1,683	New	+$384K	0.34%	96

Other funds holding IWM

MIRAE ASSET SECURITIES (USA) INC. New York $3.57B AUM 26.72% 1-Year Est. Return

Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return

Citizens Financial Group Providence, Rhode Island $8.58B AUM 20.32% 1-Year Est. Return

Washington Trust Westerly, Rhode Island $3.23B AUM 23.24% 1-Year Est. Return

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

Parkside Investments Deerfield, Illinois $879M AUM 20.03% 1-Year Est. Return

First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Anderson Hoagland & Co St Louis, Missouri $1.31B AUM 21.27% 1-Year Est. Return

Total Wealth Planning & Management's IWM Position: Q3 2026 in Review

Total Wealth Planning & Management increased its iShares Russell 2000 ETF (IWM) stake by 6% in Q3 2026, buying an estimated $36.7K and bringing the position to 2,206 shares worth $613K. The position accounts for 0.46% of the portfolio, ranked #71.

Total Wealth Planning & Management first reported a position in IWM in Q4 2024 and has held it in 7 quarters since. The position peaked at $625K in Q2 2026. 894 funds tracked by Wall St. Rank hold IWM as of Q3 2026.

Total Wealth Planning & Management held 2,206 shares of iShares Russell 2000 ETF worth $613K as of Q3 2026.
Total Wealth Planning & Management bought 125 iShares Russell 2000 ETF shares in Q3 2026, an estimated $36.7K.
iShares Russell 2000 ETF made up 0.46% of Total Wealth Planning & Management's portfolio in Q3 2026, its #71 holding.
Total Wealth Planning & Management first reported a position in iShares Russell 2000 ETF in Q4 2024 and has held it in 7 quarters since.
Total Wealth Planning & Management's iShares Russell 2000 ETF position peaked at $625K in Q2 2026.
894 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2026.

Based on Total Wealth Planning & Management's 13F filing for Q3 2026, filed 23 Oct 2026.