Vertex Planning Partners’s iShares Russell 2000 ETF IWM Stock Holding History

Vertex Planning Partners’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
2025 Q4	–	Sell	-1,118	Closed	-$271K	–	165
2025 Q3	$271K	Buy	1,118 +1	+0.1%	+$229	0.05%	172
2025 Q2	$241K	Buy	1,117 +2	+0.2%	+$402	0.05%	169
2025 Q1	$223K	Sell	1,115 -43	-4%	-$9.33K	0.05%	174
2024 Q4	$256K	Buy	1,158 +145	+14%	+$33.1K	0.06%	158
2024 Q3	$224K	Sell	1,013 -6	-0.6%	-$1.28K	0.05%	154
2024 Q2	$207K	Sell	1,019 -106	-9%	-$21.4K	0.05%	149
2024 Q1	$237K	Sell	1,125 -21	-2%	-$4.19K	0.07%	144
2023 Q4	$230K	Buy	1,146 +1	+0.1%	+$179	0.07%	145
2023 Q3	$202K	Hold	1,145	–	–	0.07%	135
2023 Q2	$214K	Sell	1,145 -34	-3%	-$6.06K	0.07%	132
2023 Q1	$210K	Buy	+1,179	New	+$217K	0.08%	115

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

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

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

Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return

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

Vertex Planning Partners's IWM Position: Q4 2025 in Review

Vertex Planning Partners sold out of iShares Russell 2000 ETF (IWM) in Q4 2025, closing a stake of 1,118 shares — an estimated $271K sold.

Vertex Planning Partners first reported a position in IWM in Q1 2023 and held it in 11 quarters. The position peaked at $271K in Q3 2025. 2,597 funds tracked by Wall St. Rank hold IWM as of Q4 2025.

Vertex Planning Partners reported no remaining iShares Russell 2000 ETF position as of Q4 2025 after selling out during the quarter.
Vertex Planning Partners sold 1,118 iShares Russell 2000 ETF shares in Q4 2025, an estimated $271K.
Vertex Planning Partners first reported a position in iShares Russell 2000 ETF in Q1 2023 and held it in 11 quarters.
Vertex Planning Partners's iShares Russell 2000 ETF position peaked at $271K in Q3 2025.
2,597 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q4 2025.

Based on Vertex Planning Partners's 13F filing for Q4 2025, filed 17 Feb 2026.