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Alteri Wealth’s iShares Russell 2000 ETF IWM Stock Holding History

Alteri Wealth’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 		$281K Buy
934
+10
+1% +$2.81K 0.08% 241
2026
Q1 		$229K Hold
924
– – 0.07% 257
2025
Q4 		$227K Sell
924
-53
-5% -$13K 0.07% 259
2025
Q3 		$236K Buy
977
+19
+2% +$4.36K 0.08% 247
2025
Q2 		$207K Buy
+958
New +$193K 0.08% 255
2025
Q1 		– Sell
-946
Closed -$209K – 261
2024
Q4 		$209K Buy
+946
New +$216K 0.06% 235

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

Alteri Wealth's IWM Position: Q2 2026 in Review

Alteri Wealth increased its iShares Russell 2000 ETF (IWM) stake by 1.1% in Q2 2026, buying an estimated $2.81K and bringing the position to 934 shares worth $281K. The position accounts for 0.08% of the portfolio, ranked #241.

Alteri Wealth first reported a position in IWM in Q4 2024 and has held it in 6 quarters since. 2,734 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Alteri Wealth held 934 shares of iShares Russell 2000 ETF worth $281K as of Q2 2026.
  • Alteri Wealth bought 10 iShares Russell 2000 ETF shares in Q2 2026, an estimated $2.81K.
  • iShares Russell 2000 ETF made up 0.08% of Alteri Wealth's portfolio in Q2 2026, its #241 holding.
  • Alteri Wealth first reported a position in iShares Russell 2000 ETF in Q4 2024 and has held it in 6 quarters since.
  • 2,734 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Alteri Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.