AssuredPartners Investment Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

AssuredPartners Investment Advisors’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	$373K	Sell	1,241 -229	-16%	-$64.4K	0.04%	303
2026 Q1	$371K	Sell	1,470 -269	-15%	-$69.4K	0.04%	301
2025 Q4	$428K	Buy	+1,739	New	+$428K	0.06%	233
2025 Q2	–	Sell	-1,489	Closed	-$297K	–	293
2025 Q1	$297K	Sell	1,489 -102	-6%	-$22.1K	0.06%	271
2024 Q4	$352K	Buy	+1,591	New	+$363K	0.07%	256

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

AssuredPartners Investment Advisors's IWM Position: Q2 2026 in Review

AssuredPartners Investment Advisors reduced its iShares Russell 2000 ETF (IWM) stake by 16% in Q2 2026, selling an estimated $64.4K and leaving 1,241 shares worth $373K. The position accounts for 0.04% of the portfolio, ranked #303.

AssuredPartners Investment Advisors first reported a position in IWM in Q4 2024 and has held it in 5 quarters since. The position peaked at $428K in Q4 2025. 2,740 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

AssuredPartners Investment Advisors held 1,241 shares of iShares Russell 2000 ETF worth $373K as of Q2 2026.
AssuredPartners Investment Advisors sold 229 iShares Russell 2000 ETF shares in Q2 2026, an estimated $64.4K.
iShares Russell 2000 ETF made up 0.04% of AssuredPartners Investment Advisors's portfolio in Q2 2026, its #303 holding.
AssuredPartners Investment Advisors first reported a position in iShares Russell 2000 ETF in Q4 2024 and has held it in 5 quarters since.
AssuredPartners Investment Advisors's iShares Russell 2000 ETF position peaked at $428K in Q4 2025.
2,740 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on AssuredPartners Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.