Abundance Wealth Counselors’s iShares Russell 2000 ETF IWM Stock Holding History

Abundance Wealth Counselors’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	$8.74M	Buy	29,094 +11,310	+64%	+$3.18M	0.57%	22
2026 Q1	$4.41M	Buy	17,784 +2,501	+16%	+$645K	0.63%	21
2025 Q4	$3.76M	Sell	15,283 -2,293	-13%	-$564K	0.64%	24
2025 Q3	$4.25M	Sell	17,576 -1,878	-10%	-$431K	0.73%	23
2025 Q2	$4.2M	Sell	19,454 -1,074	-5%	-$216K	0.79%	21
2025 Q1	$4.09M	Sell	20,528 -1,349	-6%	-$293K	0.86%	20
2024 Q4	$4.83M	Buy	21,877 +270	+1%	+$61.6K	1.05%	16
2024 Q3	$4.77M	Buy	+21,607	New	+$4.62M	0.99%	15
2024 Q2	–	Sell	-25,284	Closed	-$5.32M	–	105
2024 Q1	$5.32M	Sell	25,284 -154	-0.6%	-$30.7K	1.22%	14
2023 Q4	$5.11M	Sell	25,438 -966	-4%	-$173K	1.33%	13
2023 Q3	$4.67M	Buy	+26,404	New	+$4.96M	1.33%	12
2023 Q2	–	Sell	-27,455	Closed	-$4.9M	–	103
2023 Q1	$4.9M	Sell	27,455 -601	-2%	-$111K	1.24%	12
2022 Q4	$4.89M	Sell	28,056 -451	-2%	-$80.2K	1.33%	12
2022 Q3	$4.7M	Sell	28,507 -344	-1%	-$62.7K	1.34%	11
2022 Q2	$4.89M	Sell	28,851 -2,531	-8%	-$467K	1.32%	11
2022 Q1	$6.44M	Sell	31,382 -768	-2%	-$157K	1.75%	10
2021 Q4	$7.15M	Buy	+32,150	New	+$7.26M	1.83%	10
2021 Q3	–	Sell	-33,184	Closed	-$7.61M	–	79
2021 Q2	$7.61M	Sell	33,184 -1,897	-5%	-$427K	1.97%	7
2021 Q1	$7.75M	Sell	35,081 -1,929	-5%	-$421K	1.93%	9
2020 Q4	$7.26M	Sell	37,010 -1,185	-3%	-$207K	1.82%	10
2020 Q3	$5.72M	Sell	38,195 -1,614	-4%	-$243K	1.65%	11
2020 Q2	$5.7M	Buy	39,809 +9,722	+32%	+$1.28M	1.73%	11
2020 Q1	$3.44M	Sell	30,087 -610	-2%	-$90.9K	1.19%	11
2019 Q4	$5.09M	Sell	30,697 -255	-0.8%	-$40.3K	1.42%	12
2019 Q3	$4.68M	Sell	30,952 -50	-0.2%	-$7.63K	1.43%	11
2019 Q2	$4.82M	Sell	31,002 -355	-1%	-$54.7K	1.5%	10
2019 Q1	$4.8M	Sell	31,357 -486	-2%	-$73K	1.58%	10
2018 Q4	$4.26M	Buy	+31,843	New	+$4.75M	1.57%	10

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

Abundance Wealth Counselors's IWM Position: Q2 2026 in Review

Abundance Wealth Counselors increased its iShares Russell 2000 ETF (IWM) stake by 64% in Q2 2026, buying an estimated $3.18M and bringing the position to 29,094 shares worth $8.74M. The position accounts for 0.57% of the portfolio, ranked #22.

Abundance Wealth Counselors first reported a position in IWM in Q4 2018 and has held it in 28 quarters since. 2,730 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Abundance Wealth Counselors held 29,094 shares of iShares Russell 2000 ETF worth $8.74M as of Q2 2026.
Abundance Wealth Counselors bought 11,310 iShares Russell 2000 ETF shares in Q2 2026, an estimated $3.18M.
iShares Russell 2000 ETF made up 0.57% of Abundance Wealth Counselors's portfolio in Q2 2026, its #22 holding.
Abundance Wealth Counselors first reported a position in iShares Russell 2000 ETF in Q4 2018 and has held it in 28 quarters since.
2,730 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Abundance Wealth Counselors's 13F filing for Q2 2026, filed 23 Jul 2026.