AWM
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Axxcess Wealth Management’s iShares Russell 2000 ETF IWM Stock Holding History

Axxcess Wealth 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 		$7.8M Buy
+25,964
New +$7.3M 0.12% 164
2026
Q1 		– Sell
-35,096
Closed -$8.64M – 708
2025
Q4 		$8.64M Buy
35,096
+473
+1% +$116K 0.15% 138
2025
Q3 		$8.38M Sell
34,623
-9,541
-22% -$2.19M 0.18% 106
2025
Q2 		$9.53M Buy
44,164
+12,927
+41% +$2.6M 0.22% 86
2025
Q1 		$6.23M Sell
31,237
-16,705
-35% -$3.62M 0.17% 117
2024
Q4 		$10.6M Buy
47,942
+12,922
+37% +$2.95M 0.25% 71
2024
Q3 		$7.74M Buy
35,020
+360
+1% +$77K 0.19% 95
2024
Q2 		$7.03M Sell
34,660
-14,594
-30% -$2.95M 0.19% 97
2024
Q1 		$10.4M Sell
49,254
-7,601
-13% -$1.52M 0.28% 72
2023
Q4 		$11.4M Buy
56,855
+12,132
+27% +$2.17M 0.33% 65
2023
Q3 		$7.9M Buy
44,723
+28,506
+176% +$5.35M 0.27% 76
2023
Q2 		$3.04M Sell
16,217
-670
-4% -$119K 0.22% 97
2023
Q1 		$3.01M Sell
16,887
-5,929
-26% -$1.09M 0.23% 95
2022
Q4 		$3.98M Buy
22,816
+12,458
+120% +$2.22M 0.33% 64
2022
Q3 		$1.71M Buy
10,358
+132
+1% +$24.1K 0.16% 127
2022
Q2 		$1.73M Sell
10,226
-14,222
-58% -$2.62M 0.16% 129
2022
Q1 		$5.02M Buy
24,448
+6,216
+34% +$1.27M 0.39% 56
2021
Q4 		$4.05M Buy
+18,232
New +$4.12M 0.3% 69

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

Axxcess Wealth Management's IWM Position: Q2 2026 in Review

Axxcess Wealth Management opened a new position in iShares Russell 2000 ETF (IWM) in Q2 2026: 25,964 shares worth $7.8M. The stake represents 0.12% of the portfolio and ranks #164 among its holdings. This is a return to the name: Axxcess Wealth Management previously reported a position in IWM as recently as Q4 2025.

Axxcess Wealth Management first reported a position in IWM in Q4 2021 and has held it in 18 quarters since. The position peaked at $11.4M in Q4 2023. 2,740 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Axxcess Wealth Management held 25,964 shares of iShares Russell 2000 ETF worth $7.8M as of Q2 2026.
  • iShares Russell 2000 ETF was a new Axxcess Wealth Management position in Q2 2026.
  • iShares Russell 2000 ETF made up 0.12% of Axxcess Wealth Management's portfolio in Q2 2026, its #164 holding.
  • Axxcess Wealth Management first reported a position in iShares Russell 2000 ETF in Q4 2021 and has held it in 18 quarters since.
  • Axxcess Wealth Management's iShares Russell 2000 ETF position peaked at $11.4M in Q4 2023.
  • 2,740 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

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