Activest Wealth Management’s iShares Russell 2000 ETF IWM Stock Holding History

Activest Wealth Management’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	$343K	Sell	1,141 -71	-6%	-$20K	0.07%	85
2026 Q1	$301K	Sell	1,212 -861	-42%	-$222K	0.05%	115
2025 Q4	$510K	Sell	2,073 -3,391	-62%	-$834K	0.1%	91
2025 Q3	$1.32M	Sell	5,464 -425	-7%	-$97.5K	0.27%	42
2025 Q2	$1.27M	Buy	5,889 +971	+20%	+$195K	0.31%	38
2025 Q1	$981K	Buy	4,918 +985	+25%	+$214K	0.26%	47
2024 Q4	$869K	Sell	3,933 -1,382	-26%	-$315K	0.24%	47
2024 Q3	$1.17M	Sell	5,315 -793	-13%	-$170K	0.36%	35
2024 Q2	$1.24M	Sell	6,108 -168	-3%	-$34K	0.41%	32
2024 Q1	$1.32M	Sell	6,276 -387	-6%	-$77.2K	0.64%	21
2023 Q4	$1.34M	Buy	6,663 +252	+4%	+$45.1K	0.74%	19
2023 Q3	$1.13M	Buy	+6,411	New	+$1.2M	0.7%	19
2023 Q2	–	Sell	-6,380	Closed	-$1.12M	–	355
2023 Q1	$1.12M	Buy	+6,380	New	+$1.17M	0.72%	18
2022 Q3	–	Sell	-10,479	Closed	-$1.77M	–	534
2022 Q2	$1.77M	Buy	10,479 +1,821	+21%	+$336K	1.25%	9
2022 Q1	$1.78M	Buy	8,658 +2,814	+48%	+$574K	1.14%	9
2021 Q4	$1.3M	Buy	5,844 +832	+17%	+$188K	0.8%	17
2021 Q3	$1.1M	Sell	5,012 -785	-14%	-$174K	0.73%	17
2021 Q2	$1.33M	Buy	5,797 +3,216	+125%	+$723K	1%	12
2021 Q1	$570K	Buy	+2,581	New	+$564K	0.47%	24

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

Activest Wealth Management's IWM Position: Q2 2026 in Review

Activest Wealth Management reduced its iShares Russell 2000 ETF (IWM) stake by 5.9% in Q2 2026, selling an estimated $20K and leaving 1,141 shares worth $343K. The position accounts for 0.07% of the portfolio, ranked #85.

Activest Wealth Management first reported a position in IWM in Q1 2021 and has held it in 19 quarters since. The position peaked at $1.78M in Q1 2022. 2,732 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Activest Wealth Management held 1,141 shares of iShares Russell 2000 ETF worth $343K as of Q2 2026.
Activest Wealth Management sold 71 iShares Russell 2000 ETF shares in Q2 2026, an estimated $20K.
iShares Russell 2000 ETF made up 0.07% of Activest Wealth Management's portfolio in Q2 2026, its #85 holding.
Activest Wealth Management first reported a position in iShares Russell 2000 ETF in Q1 2021 and has held it in 19 quarters since.
Activest Wealth Management's iShares Russell 2000 ETF position peaked at $1.78M in Q1 2022.
2,732 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Activest Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.