WealthPlan Investment Management’s iShares Russell 2000 ETF IWM Stock Holding History

WealthPlan Investment 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	$1.19M	Sell	3,956 -89	-2%	-$25K	0.06%	214
2026 Q1	$1M	Sell	4,045 -5,824	-59%	-$1.5M	0.06%	218
2025 Q4	$2.43M	Sell	9,869 -87	-0.9%	-$21.4K	0.15%	121
2025 Q3	$2.41M	Sell	9,956 -10,577	-52%	-$2.43M	0.16%	116
2025 Q2	$4.43M	Sell	20,533 -2,544	-11%	-$512K	0.32%	88
2025 Q1	$4.6M	Buy	23,077 +10,082	+78%	+$2.19M	0.45%	72
2024 Q4	$2.87M	Sell	12,995 -8,618	-40%	-$1.96M	0.28%	87
2024 Q3	$4.77M	Buy	+21,613	New	+$4.62M	0.48%	71
2024 Q1	–	Sell	-1,119	Closed	-$225K	–	192
2023 Q4	$225K	Buy	+1,119	New	+$200K	0.04%	177
2023 Q2	–	Sell	-514	Closed	-$91.7K	–	420
2023 Q1	$91.7K	Sell	514 -1,385	-73%	-$255K	0.02%	204
2022 Q4	$366K	Buy	1,899 +544	+40%	+$96.7K	0.03%	288
2022 Q3	$243K	Buy	+1,355	New	+$247K	0.02%	325
2022 Q1	$1.45M	Buy	+7,839	New	+$1.6M	0.1%	137

Other funds holding IWM

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return

AIA

Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return

WealthPlan Investment Management's IWM Position: Q2 2026 in Review

WealthPlan Investment Management reduced its iShares Russell 2000 ETF (IWM) stake by 2.2% in Q2 2026, selling an estimated $25K and leaving 3,956 shares worth $1.19M. The position accounts for 0.06% of the portfolio, ranked #214.

WealthPlan Investment Management first reported a position in IWM in Q1 2022 and has held it in 13 quarters since. The position peaked at $4.77M in Q3 2024. 1,116 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

WealthPlan Investment Management held 3,956 shares of iShares Russell 2000 ETF worth $1.19M as of Q2 2026.
WealthPlan Investment Management sold 89 iShares Russell 2000 ETF shares in Q2 2026, an estimated $25K.
iShares Russell 2000 ETF made up 0.06% of WealthPlan Investment Management's portfolio in Q2 2026, its #214 holding.
WealthPlan Investment Management first reported a position in iShares Russell 2000 ETF in Q1 2022 and has held it in 13 quarters since.
WealthPlan Investment Management's iShares Russell 2000 ETF position peaked at $4.77M in Q3 2024.
1,116 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on WealthPlan Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.