Asset Management Group’s iShares Russell 2000 ETF IWM Stock Holding History

Asset Management 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	$275K	Buy	915 +1	+0.1%	+$281	0.04%	129
2026 Q1	$227K	Buy	914 +2	+0.2%	+$516	0.04%	131
2025 Q4	$225K	Buy	912 +2	+0.2%	+$492	0.04%	133
2025 Q3	$220K	Buy	+910	New	+$209K	0.04%	133
2021 Q4	–	Sell	-1,024	Closed	-$224K	–	127
2021 Q3	$224K	Hold	1,024	–	–	0.05%	122
2021 Q2	$235K	Sell	1,024 -8	-0.8%	-$1.8K	0.05%	122
2021 Q1	$228K	Hold	1,032	–	–	0.05%	118
2020 Q4	$202K	Buy	+1,032	New	+$181K	0.05%	118

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

Asset Management Group's IWM Position: Q2 2026 in Review

Asset Management Group increased its iShares Russell 2000 ETF (IWM) stake by 0.11% in Q2 2026, buying an estimated $281 and bringing the position to 915 shares worth $275K. The position accounts for 0.04% of the portfolio, ranked #129.

Asset Management Group first reported a position in IWM in Q4 2020 and has held it in 8 quarters since. 2,737 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Asset Management Group held 915 shares of iShares Russell 2000 ETF worth $275K as of Q2 2026.
Asset Management Group bought 1 iShares Russell 2000 ETF share in Q2 2026, an estimated $281.
iShares Russell 2000 ETF made up 0.04% of Asset Management Group's portfolio in Q2 2026, its #129 holding.
Asset Management Group first reported a position in iShares Russell 2000 ETF in Q4 2020 and has held it in 8 quarters since.
2,737 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

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