Axis Wealth Partners’s iShares Russell 2000 ETF IWM Stock Holding History

Axis Wealth Partners’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	$266K	Sell	887 -6	-0.7%	-$1.69K	0.13%	149
2026 Q1	$221K	Sell	893 -287	-24%	-$74K	0.12%	166
2025 Q4	$291K	Sell	1,180 -25	-2%	-$6.15K	0.16%	136
2025 Q3	$292K	Buy	1,205 +63	+6%	+$14.5K	0.17%	127
2025 Q2	$246K	Sell	1,142 -111	-9%	-$22.3K	0.16%	130
2025 Q1	$250K	Sell	1,253 -4	-0.3%	-$868	0.18%	127
2024 Q4	$278K	Buy	+1,257	New	+$287K	0.23%	110

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

Axis Wealth Partners's IWM Position: Q2 2026 in Review

Axis Wealth Partners reduced its iShares Russell 2000 ETF (IWM) stake by 0.67% in Q2 2026, selling an estimated $1.69K and leaving 887 shares worth $266K. The position accounts for 0.13% of the portfolio, ranked #149.

Axis Wealth Partners first reported a position in IWM in Q4 2024 and has held it in 7 quarters since. The position peaked at $292K in Q3 2025. 2,740 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Axis Wealth Partners held 887 shares of iShares Russell 2000 ETF worth $266K as of Q2 2026.
Axis Wealth Partners sold 6 iShares Russell 2000 ETF shares in Q2 2026, an estimated $1.69K.
iShares Russell 2000 ETF made up 0.13% of Axis Wealth Partners's portfolio in Q2 2026, its #149 holding.
Axis Wealth Partners first reported a position in iShares Russell 2000 ETF in Q4 2024 and has held it in 7 quarters since.
Axis Wealth Partners's iShares Russell 2000 ETF position peaked at $292K in Q3 2025.
2,740 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Axis Wealth Partners's 13F filing for Q2 2026, filed 28 Jul 2026.