3 Factor Indexing’s iShares Russell 2000 ETF IWM Stock Holding History

3 Factor Indexing’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	$262K	Hold	871	–	–	0.22%	44
2026 Q1	$216K	Buy	+871	New	+$225K	0.2%	45

Other funds holding IWM

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

3 Factor Indexing's IWM Position: Q2 2026 in Review

3 Factor Indexing held its iShares Russell 2000 ETF (IWM) position steady in Q2 2026 at 871 shares worth $262K. The position accounts for 0.22% of the portfolio, ranked #44.

3 Factor Indexing first reported a position in IWM in Q1 2026 and has held it in 2 quarters since. 2,634 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

3 Factor Indexing held 871 shares of iShares Russell 2000 ETF worth $262K as of Q2 2026.
3 Factor Indexing left its iShares Russell 2000 ETF share count unchanged in Q2 2026.
iShares Russell 2000 ETF made up 0.22% of 3 Factor Indexing's portfolio in Q2 2026, its #44 holding.
3 Factor Indexing first reported a position in iShares Russell 2000 ETF in Q1 2026 and has held it in 2 quarters since.
2,634 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on 3 Factor Indexing's 13F filing for Q2 2026, filed 8 Jul 2026.