Akuna Securities’s iShares Russell 2000 ETF IWM Stock Holding History

Akuna Securities’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	$27.8M	Buy	+92,671	New	+$26M	0.08%	20
2023 Q3	–	Sell	-161,786	Closed	-$30.3M	–	12
2023 Q2	$30.3M	Buy	161,786 +57,739	+55%	+$10.3M	0.31%	11
2023 Q1	$18.6M	Sell	104,047 -44,812	-30%	-$8.25M	0.2%	10
2022 Q4	$26M	Sell	148,859 -962,361	-87%	-$171M	0.35%	11
2022 Q3	$183M	Buy	1,111,220 +731,468	+193%	+$133M	1.12%	9
2022 Q2	$64.3M	Buy	+379,752	New	+$70M	0.34%	8

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

Akuna Securities's IWM Position: Q2 2026 in Review

Akuna Securities opened a new position in iShares Russell 2000 ETF (IWM) in Q2 2026: 92,671 shares worth $27.8M. The stake represents 0.08% of the portfolio and ranks #20 among its holdings. This is a return to the name: Akuna Securities previously reported a position in IWM as recently as Q2 2023.

Akuna Securities first reported a position in IWM in Q2 2022 and has held it in 6 quarters since. The position peaked at $183M in Q3 2022. 2,730 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Akuna Securities held 92,671 shares of iShares Russell 2000 ETF worth $27.8M as of Q2 2026.
iShares Russell 2000 ETF was a new Akuna Securities position in Q2 2026.
iShares Russell 2000 ETF made up 0.08% of Akuna Securities's portfolio in Q2 2026, its #20 holding.
Akuna Securities first reported a position in iShares Russell 2000 ETF in Q2 2022 and has held it in 6 quarters since.
Akuna Securities's iShares Russell 2000 ETF position peaked at $183M in Q3 2022.
2,730 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Akuna Securities's 13F filing for Q2 2026, filed 4 Aug 2026.