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ABLE Financial Group’s iShares Russell 2000 ETF IWM Stock Holding History

ABLE Financial Group’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 		$608K Sell
2,022
-34
-2% -$9.55K 0.1% 126
2026
Q1 		$510K Hold
2,056
– – 0.1% 134
2025
Q4 		$506K Buy
2,056
+7
+0.3% +$1.72K 0.1% 129
2025
Q3 		$496K Sell
2,049
-7
-0.3% -$1.61K 0.11% 124
2025
Q2 		$444K Sell
2,056
-443
-18% -$89.1K 0.11% 127
2025
Q1 		$499K Sell
2,499
-138
-5% -$29.9K 0.14% 102
2024
Q4 		$583K Sell
2,637
-45
-2% -$10.3K 0.17% 91
2024
Q3 		$592K Sell
2,682
-162
-6% -$34.7K 0.18% 86
2024
Q2 		$577K Sell
2,844
-463
-14% -$93.6K 0.21% 82
2024
Q1 		$695K Sell
3,307
-244
-7% -$48.7K 0.27% 67
2023
Q4 		$713K Buy
+3,551
New +$636K 0.31% 61
2023
Q3 		– Sell
-1,749
Closed -$328K – 151
2023
Q2 		$328K Sell
1,749
-735
-30% -$131K 0.17% 99
2023
Q1 		$443K Buy
+2,484
New +$457K 0.29% 74

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Treasurer of the State of North Carolina
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
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

ABLE Financial Group's IWM Position: Q2 2026 in Review

ABLE Financial Group reduced its iShares Russell 2000 ETF (IWM) stake by 1.7% in Q2 2026, selling an estimated $9.55K and leaving 2,022 shares worth $608K. The position accounts for 0.1% of the portfolio, ranked #126.

ABLE Financial Group first reported a position in IWM in Q1 2023 and has held it in 13 quarters since. The position peaked at $713K in Q4 2023. 2,730 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • ABLE Financial Group held 2,022 shares of iShares Russell 2000 ETF worth $608K as of Q2 2026.
  • ABLE Financial Group sold 34 iShares Russell 2000 ETF shares in Q2 2026, an estimated $9.55K.
  • iShares Russell 2000 ETF made up 0.1% of ABLE Financial Group's portfolio in Q2 2026, its #126 holding.
  • ABLE Financial Group first reported a position in iShares Russell 2000 ETF in Q1 2023 and has held it in 13 quarters since.
  • ABLE Financial Group's iShares Russell 2000 ETF position peaked at $713K in Q4 2023.
  • 2,730 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on ABLE Financial Group's 13F filing for Q2 2026, filed 22 Jul 2026.