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Aurora Private Wealth’s iShares Russell 2000 ETF IWM Stock Holding History

Aurora Private Wealth’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 		$528K Sell
1,758
-13
-0.7% -$3.65K 0.34% 65
2026
Q1 		$436K Sell
1,771
-1,639
-48% -$423K 0.31% 80
2025
Q4 		$832K Buy
+3,410
New +$838K 0.55% 49
2025
Q2 		$395K Sell
1,831
-4
-0.2% -$805 0.29% 87
2025
Q1 		$366K Buy
1,835
+165
+10% +$35.8K 0.29% 87
2024
Q4 		$369K Sell
1,670
-213
-11% -$48.6K 0.28% 90
2024
Q3 		$416K Buy
1,883
+231
+14% +$49.4K 0.33% 82
2024
Q2 		$335K Sell
1,652
-21
-1% -$4.24K 0.29% 88
2024
Q1 		$349K Sell
1,673
-30
-2% -$5.99K 0.3% 85
2023
Q4 		$342K Buy
1,703
+75
+5% +$13.4K 0.32% 83
2023
Q3 		$288K Buy
1,628
+206
+14% +$38.7K 0.32% 90
2023
Q2 		$266K Sell
1,422
-186
-12% -$33.2K 0.3% 93
2023
Q1 		$287K Sell
1,608
-137
-8% -$25.2K 0.31% 101
2022
Q4 		$304K Sell
1,745
-892
-34% -$159K 0.35% 85
2022
Q3 		$435K Buy
2,637
+89
+3% +$16.2K 0.2% 79
2022
Q2 		$431K Sell
2,548
-2,287
-47% -$422K 0.19% 85
2022
Q1 		$992K Buy
4,835
+6
+0.1% +$1.22K 0.41% 48
2021
Q4 		$1.07M Sell
4,829
-517
-10% -$117K 0.47% 41
2021
Q3 		$1.17M Sell
5,346
-834
-13% -$185K 0.47% 42
2021
Q2 		$1.42M Buy
6,180
+3,565
+136% +$802K 0.57% 35
2021
Q1 		$578K Buy
2,615
+77
+3% +$16.8K 0.24% 91
2020
Q4 		$498K Buy
2,538
+280
+12% +$49K 0.21% 104
2020
Q3 		$338K Buy
2,258
+31
+1% +$4.66K 0.14% 126
2020
Q2 		$319K Sell
2,227
-372
-14% -$48.8K 0.15% 118
2020
Q1 		$297K Sell
2,599
-153
-6% -$22.8K 0.1% 171
2019
Q4 		$456K Buy
+2,752
New +$435K 0.16% 107

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

Aurora Private Wealth's IWM Position: Q2 2026 in Review

Aurora Private Wealth reduced its iShares Russell 2000 ETF (IWM) stake by 0.73% in Q2 2026, selling an estimated $3.65K and leaving 1,758 shares worth $528K. The position accounts for 0.34% of the portfolio, ranked #65.

Aurora Private Wealth first reported a position in IWM in Q4 2019 and has held it in 26 quarters since. The position peaked at $1.42M in Q2 2021. 2,732 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Aurora Private Wealth held 1,758 shares of iShares Russell 2000 ETF worth $528K as of Q2 2026.
  • Aurora Private Wealth sold 13 iShares Russell 2000 ETF shares in Q2 2026, an estimated $3.65K.
  • iShares Russell 2000 ETF made up 0.34% of Aurora Private Wealth's portfolio in Q2 2026, its #65 holding.
  • Aurora Private Wealth first reported a position in iShares Russell 2000 ETF in Q4 2019 and has held it in 26 quarters since.
  • Aurora Private Wealth's iShares Russell 2000 ETF position peaked at $1.42M in Q2 2021.
  • 2,732 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Aurora Private Wealth's 13F filing for Q2 2026, filed 22 Jul 2026.