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 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

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

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

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

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

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

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 Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

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

Total Wealth Planning & Management's IWM Position: Q2 2026 in Review

Total Wealth Planning & Management increased its iShares Russell 2000 ETF (IWM) stake by 5.2% in Q2 2026, buying an estimated $28.7K and bringing the position to 2,081 shares worth $625K. The position accounts for 0.42% of the portfolio, ranked #80.

Total Wealth Planning & Management first reported a position in IWM in Q4 2024 and has held it in 6 quarters since. 2,730 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Total Wealth Planning & Management held 2,081 shares of iShares Russell 2000 ETF worth $625K as of Q2 2026.
Total Wealth Planning & Management bought 102 iShares Russell 2000 ETF shares in Q2 2026, an estimated $28.7K.
iShares Russell 2000 ETF made up 0.42% of Total Wealth Planning & Management's portfolio in Q2 2026, its #80 holding.
Total Wealth Planning & Management first reported a position in iShares Russell 2000 ETF in Q4 2024 and has held it in 6 quarters since.
2,730 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Total Wealth Planning & Management's 13F filing for Q2 2026, filed 28 Jul 2026.