Total Wealth Planning & Management’s ProShares Short Russell2000 RWM Stock Holding History

Total Wealth Planning & Management’s Portfolio RWM Stock Details RWM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$189K	Sell	14,218 -100	-0.7%	-$1.44K	0.13%	205
2026 Q1	$232K	Sell	14,318 -430	-3%	-$6.74K	0.17%	178
2025 Q4	$241K	Buy	+14,748	New	+$244K	0.18%	181
2025 Q2	$300K	Hold	15,922	–	–	0.24%	163
2025 Q1	$330K	Sell	15,922 -134	-0.8%	-$2.58K	0.31%	119
2024 Q4	$301K	Buy	+16,056	New	+$295K	0.27%	135

Other funds holding RWM

Leuthold Group Minneapolis, Minnesota $995M AUM 44.2% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jump Financial Chicago, Illinois $12.4B AUM 62.79% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

AFS

AFG Fiduciary Services Hingham, Massachusetts $128M AUM 24.3% 1-Year Est. Return

Per Stirling Capital Management Austin, Texas $1.05B AUM 22.61% 1-Year Est. Return

Laird Norton Wetherby Trust Company Seattle, Washington $5.21B AUM 31.48% 1-Year Est. Return

IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

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

Total Wealth Planning & Management reduced its ProShares Short Russell2000 (RWM) stake by 0.7% in Q2 2026, selling an estimated $1.44K and leaving 14,218 shares worth $189K. The position accounts for 0.13% of the portfolio, ranked #205.

Total Wealth Planning & Management first reported a position in RWM in Q4 2024 and has held it in 6 quarters since. The position peaked at $330K in Q1 2025. 39 funds tracked by Wall St. Rank hold RWM as of Q2 2026.

Total Wealth Planning & Management held 14,218 shares of ProShares Short Russell2000 worth $189K as of Q2 2026.
Total Wealth Planning & Management sold 100 ProShares Short Russell2000 shares in Q2 2026, an estimated $1.44K.
ProShares Short Russell2000 made up 0.13% of Total Wealth Planning & Management's portfolio in Q2 2026, its #205 holding.
Total Wealth Planning & Management first reported a position in ProShares Short Russell2000 in Q4 2024 and has held it in 6 quarters since.
Total Wealth Planning & Management's ProShares Short Russell2000 position peaked at $330K in Q1 2025.
39 funds tracked by Wall St. Rank held ProShares Short Russell2000 as of Q2 2026.

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