TWPM
IWM icon

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
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Total Wealth Planning & Management's IWM Position: Q1 2026 in Review

Total Wealth Planning & Management increased its iShares Russell 2000 ETF (IWM) stake by 17% in Q1 2026, buying an estimated $74K and bringing the position to 1,979 shares worth $491K. The position accounts for 0.36% of the portfolio, ranked #94.

Total Wealth Planning & Management first reported a position in IWM in Q4 2024 and has held it in 5 quarters since. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

  • Total Wealth Planning & Management held 1,979 shares of iShares Russell 2000 ETF worth $491K as of Q1 2026.
  • Total Wealth Planning & Management bought 287 iShares Russell 2000 ETF shares in Q1 2026, an estimated $74K.
  • iShares Russell 2000 ETF made up 0.36% of Total Wealth Planning & Management's portfolio in Q1 2026, its #94 holding.
  • Total Wealth Planning & Management first reported a position in iShares Russell 2000 ETF in Q4 2024 and has held it in 5 quarters since.
  • 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Total Wealth Planning & Management's 13F filing for Q1 2026, filed 5 May 2026.