180 Wealth Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

180 Wealth Advisors’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	$491K	Buy	1,635 +26	+2%	+$7.31K	0.05%	282
2026 Q1	$399K	Buy	1,609 +31	+2%	+$8K	0.05%	309
2025 Q4	$388K	Sell	1,578 -8	-0.5%	-$1.97K	0.04%	307
2025 Q3	$384K	Sell	1,586 -109	-6%	-$25K	0.05%	308
2025 Q2	$366K	Buy	1,695 +124	+8%	+$25K	0.05%	294
2025 Q1	$313K	Buy	1,571 +72	+5%	+$15.6K	0.05%	312
2024 Q4	$331K	Buy	1,499 +9	+0.6%	+$2.05K	0.05%	302
2024 Q3	$329K	Buy	1,490 +54	+4%	+$11.6K	0.05%	316
2024 Q2	$302K	Buy	1,436 +71	+5%	+$14.3K	0.05%	317
2024 Q1	$287K	Buy	+1,365	New	+$272K	0.05%	304
2022 Q2	–	Sell	-1,137	Closed	-$229K	–	385
2022 Q1	$229K	Buy	1,137 +10	+0.9%	+$2.04K	0.05%	328
2021 Q4	$222K	Hold	1,127	–	–	0.05%	333
2021 Q3	$254K	Buy	+1,127	New	+$250K	0.06%	309

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

180 Wealth Advisors's IWM Position: Q2 2026 in Review

180 Wealth Advisors increased its iShares Russell 2000 ETF (IWM) stake by 1.6% in Q2 2026, buying an estimated $7.31K and bringing the position to 1,635 shares worth $491K. The position accounts for 0.05% of the portfolio, ranked #282.

180 Wealth Advisors first reported a position in IWM in Q3 2021 and has held it in 13 quarters since. 2,740 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

180 Wealth Advisors held 1,635 shares of iShares Russell 2000 ETF worth $491K as of Q2 2026.
180 Wealth Advisors bought 26 iShares Russell 2000 ETF shares in Q2 2026, an estimated $7.31K.
iShares Russell 2000 ETF made up 0.05% of 180 Wealth Advisors's portfolio in Q2 2026, its #282 holding.
180 Wealth Advisors first reported a position in iShares Russell 2000 ETF in Q3 2021 and has held it in 13 quarters since.
2,740 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on 180 Wealth Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.