1 North Wealth Services’s iShares Russell 2000 ETF IWM Stock Holding History

1 North Wealth Services’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	$69.2K	Hold	230	–	–	0.02%	82
2026 Q1	$57.1K	Buy	230 +25	+12%	+$6.45K	0.02%	84
2025 Q4	$50.5K	Buy	205 +35	+21%	+$8.61K	0.02%	91
2025 Q3	$41.1K	Hold	170	–	–	0.02%	90
2025 Q2	$36.7K	Hold	170	–	–	0.01%	99
2025 Q1	$33.9K	Buy	+170	New	+$36.9K	0.02%	95
2019 Q4	$45K	Buy	+271	New	+$42.8K	0.03%	97

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

1 North Wealth Services's IWM Position: Q2 2026 in Review

1 North Wealth Services held its iShares Russell 2000 ETF (IWM) position steady in Q2 2026 at 230 shares worth $69.2K. The position accounts for 0.02% of the portfolio, ranked #82.

1 North Wealth Services first reported a position in IWM in Q4 2019 and has held it in 7 quarters since. 2,730 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

1 North Wealth Services held 230 shares of iShares Russell 2000 ETF worth $69.2K as of Q2 2026.
1 North Wealth Services left its iShares Russell 2000 ETF share count unchanged in Q2 2026.
iShares Russell 2000 ETF made up 0.02% of 1 North Wealth Services's portfolio in Q2 2026, its #82 holding.
1 North Wealth Services first reported a position in iShares Russell 2000 ETF in Q4 2019 and has held it in 7 quarters since.
2,730 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on 1 North Wealth Services's 13F filing for Q2 2026, filed 3 Aug 2026.