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AmeriFlex Group’s iShares Russell 2000 ETF IWM Stock Holding History

AmeriFlex Group’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 		$510K Buy
1,697
+218
+15% +$61.3K 0.21% 100
2026
Q1 		$367K Buy
1,479
+739
+100% +$191K 0.19% 117
2025
Q4 		$182K Buy
740
+98
+15% +$24.1K 0.09% 190
2025
Q3 		$155K Buy
642
+48
+8% +$11K 0.06% 252
2025
Q2 		$128K Buy
594
+148
+33% +$29.8K 0.07% 226
2025
Q1 		$89K Sell
446
-1
-0.2% -$217 0.04% 357
2024
Q4 		$101K Buy
+447
New +$102K 0.05% 297

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

AmeriFlex Group's IWM Position: Q2 2026 in Review

AmeriFlex Group increased its iShares Russell 2000 ETF (IWM) stake by 15% in Q2 2026, buying an estimated $61.3K and bringing the position to 1,697 shares worth $510K. The position accounts for 0.21% of the portfolio, ranked #100.

AmeriFlex Group first reported a position in IWM in Q4 2024 and has held it in 7 quarters since. 2,738 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • AmeriFlex Group held 1,697 shares of iShares Russell 2000 ETF worth $510K as of Q2 2026.
  • AmeriFlex Group bought 218 iShares Russell 2000 ETF shares in Q2 2026, an estimated $61.3K.
  • iShares Russell 2000 ETF made up 0.21% of AmeriFlex Group's portfolio in Q2 2026, its #100 holding.
  • AmeriFlex Group first reported a position in iShares Russell 2000 ETF in Q4 2024 and has held it in 7 quarters since.
  • 2,738 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on AmeriFlex Group's 13F filing for Q2 2026, filed 14 Aug 2026.