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

Ameliora 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	$39.4K	Hold	160	–	–	0.01%	148
2026 Q1	$39.4K	Hold	160	–	–	0.01%	153
2025 Q4	$39.4K	Hold	160	–	–	0.01%	157
2025 Q3	$38.7K	Hold	160	–	–	0.01%	158
2025 Q2	$34.5K	Sell	160 -135	-46%	-$27.2K	0.01%	159
2025 Q1	$58.9K	Hold	295	–	–	0.02%	150
2024 Q4	$65.2K	Buy	+295	New	+$67.3K	0.02%	148

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

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

Ameliora Wealth Management held its iShares Russell 2000 ETF (IWM) position steady in Q2 2026 at 160 shares worth $39.4K. The position accounts for 0.01% of the portfolio, ranked #148.

Ameliora Wealth Management first reported a position in IWM in Q4 2024 and has held it in 7 quarters since. The position peaked at $65.2K in Q4 2024. 2,724 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Ameliora Wealth Management held 160 shares of iShares Russell 2000 ETF worth $39.4K as of Q2 2026.
Ameliora Wealth Management left its iShares Russell 2000 ETF share count unchanged in Q2 2026.
iShares Russell 2000 ETF made up 0.01% of Ameliora Wealth Management's portfolio in Q2 2026, its #148 holding.
Ameliora Wealth Management first reported a position in iShares Russell 2000 ETF in Q4 2024 and has held it in 7 quarters since.
Ameliora Wealth Management's iShares Russell 2000 ETF position peaked at $65.2K in Q4 2024.
2,724 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Ameliora Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.