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

Audent Global Asset 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 		$4.08M Buy
13,583
+1,752
+15% +$492K 4.56% 7
2026
Q1 		$3.38M Sell
11,831
-2,559
-18% -$660K 3.37% 10
2025
Q4 		$3.54M Sell
14,390
-543
-4% -$133K 2.24% 17
2025
Q3 		$3.61M Sell
14,933
-11,712
-44% -$2.69M 2.63% 14
2025
Q2 		$5.75M Sell
26,645
-1,366
-5% -$275K 4.1% 9
2025
Q1 		$5.59M Sell
28,011
-9,136
-25% -$1.98M 4.61% 8
2024
Q4 		$8.21M Buy
37,147
+22,995
+162% +$5.24M 5.34% 5
2024
Q3 		$3.13M Sell
14,152
-3,672
-21% -$786K 5.33% 5
2024
Q2 		$3.62M Sell
17,824
-1,136
-6% -$230K 3.77% 6
2024
Q1 		$3.99M Buy
18,960
+1,621
+9% +$323K 4.08% 6
2023
Q4 		$3.48M Sell
17,339
-766
-4% -$137K 4.12% 5
2023
Q3 		$3.2M Sell
18,105
-794
-4% -$149K 2.31% 9
2023
Q2 		$3.54M Buy
18,899
+4,783
+34% +$853K 2.97% 10
2023
Q1 		$2.52M Buy
14,116
+5,534
+64% +$1.02M 3.53% 11
2022
Q4 		$1.5M Sell
8,582
-1,632
-16% -$290K 2.55% 12
2022
Q3 		$1.68M Sell
10,214
-31,368
-75% -$5.72M 2.3% 19
2022
Q2 		$7.04M Sell
41,582
-12,692
-23% -$2.34M 4.86% 6
2022
Q1 		$11.1M Sell
54,274
-355
-0.6% -$72.4K 6.1% 4
2021
Q4 		$12.2M Buy
+54,629
New +$12.3M 5.08% 5

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

Audent Global Asset Management's IWM Position: Q2 2026 in Review

Audent Global Asset Management increased its iShares Russell 2000 ETF (IWM) stake by 15% in Q2 2026, buying an estimated $492K and bringing the position to 13,583 shares worth $4.08M. The position accounts for 4.56% of the portfolio, ranked #7.

Audent Global Asset Management first reported a position in IWM in Q4 2021 and has held it in 19 quarters since. The position peaked at $12.2M in Q4 2021. 2,730 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Audent Global Asset Management held 13,583 shares of iShares Russell 2000 ETF worth $4.08M as of Q2 2026.
  • Audent Global Asset Management bought 1,752 iShares Russell 2000 ETF shares in Q2 2026, an estimated $492K.
  • iShares Russell 2000 ETF made up 4.56% of Audent Global Asset Management's portfolio in Q2 2026, its #7 holding.
  • Audent Global Asset Management first reported a position in iShares Russell 2000 ETF in Q4 2021 and has held it in 19 quarters since.
  • Audent Global Asset Management's iShares Russell 2000 ETF position peaked at $12.2M in Q4 2021.
  • 2,730 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Audent Global Asset Management's 13F filing for Q2 2026, filed 5 Aug 2026.