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

Ariadne 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	$218K	Sell	724 -109	-13%	-$30.6K	0.1%	225
2026 Q1	$207K	Hold	833	–	–	0.09%	226
2025 Q4	$216K	Sell	833 -226	-21%	-$55.6K	0.09%	231
2025 Q3	$251K	Hold	1,059	–	–	0.11%	196
2025 Q2	$245K	Hold	1,059	–	–	0.12%	177
2025 Q1	$213K	Hold	1,059	–	–	0.11%	194
2024 Q4	$240K	Hold	1,059	–	–	0.11%	185
2024 Q3	$250K	Hold	1,059	–	–	0.14%	158
2024 Q2	$215K	Buy	+1,059	New	+$214K	0.17%	134

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

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

Ariadne Wealth Management reduced its iShares Russell 2000 ETF (IWM) stake by 13% in Q2 2026, selling an estimated $30.6K and leaving 724 shares worth $218K. The position accounts for 0.1% of the portfolio, ranked #225.

Ariadne Wealth Management first reported a position in IWM in Q2 2024 and has held it in 9 quarters since. The position peaked at $251K in Q3 2025. 2,724 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Ariadne Wealth Management held 724 shares of iShares Russell 2000 ETF worth $218K as of Q2 2026.
Ariadne Wealth Management sold 109 iShares Russell 2000 ETF shares in Q2 2026, an estimated $30.6K.
iShares Russell 2000 ETF made up 0.1% of Ariadne Wealth Management's portfolio in Q2 2026, its #225 holding.
Ariadne Wealth Management first reported a position in iShares Russell 2000 ETF in Q2 2024 and has held it in 9 quarters since.
Ariadne Wealth Management's iShares Russell 2000 ETF position peaked at $251K in Q3 2025.
2,724 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Ariadne Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.