Baltimore-Washington Financial Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

Baltimore-Washington Financial 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	$1.65M	Sell	5,503 -22	-0.4%	-$6.18K	0.06%	83
2026 Q1	$1.37M	Sell	5,525 -67	-1%	-$17.3K	0.06%	82
2025 Q4	$1.38M	Sell	5,592 -144	-3%	-$35.4K	0.06%	87
2025 Q3	$1.39M	Sell	5,736 -413	-7%	-$94.8K	0.06%	89
2025 Q2	$1.33M	Sell	6,149 -17,204	-74%	-$3.46M	0.06%	88
2025 Q1	$4.66M	Buy	23,353 +736	+3%	+$160K	0.25%	76
2024 Q4	$5M	Buy	22,617 +1,030	+5%	+$235K	0.26%	76
2024 Q3	$4.77M	Buy	21,587 +1,286	+6%	+$275K	0.26%	75
2024 Q2	$4.12M	Buy	20,301 +2,814	+16%	+$569K	0.24%	77
2024 Q1	$3.68M	Buy	17,487 +955	+6%	+$191K	0.23%	79
2023 Q4	$3.32M	Buy	16,532 +282	+2%	+$50.5K	0.23%	84
2023 Q3	$2.87M	Buy	16,250 +1,031	+7%	+$194K	0.23%	81
2023 Q2	$2.85M	Buy	15,219 +6,782	+80%	+$1.21M	0.23%	82
2023 Q1	$1.51M	Buy	8,437 +2,285	+37%	+$421K	0.13%	94
2022 Q4	$1.07M	Buy	6,152 +3,794	+161%	+$675K	0.1%	93
2022 Q3	$388K	Buy	+2,358	New	+$430K	0.03%	113
2015 Q4	–	Sell	-118	Closed	-$12K	–	177
2015 Q3	$12K	Hold	118	–	–	﹤0.01%	184
2015 Q2	$14K	Hold	118	–	–	﹤0.01%	174
2015 Q1	$15K	Hold	118	–	–	﹤0.01%	191
2014 Q4	$14K	Hold	118	–	–	﹤0.01%	190
2014 Q3	$13K	Hold	118	–	–	﹤0.01%	205
2014 Q2	$14K	Sell	118 -514	-81%	-$58.4K	﹤0.01%	228
2014 Q1	$74K	Sell	632 -339	-35%	-$39.1K	0.03%	120
2013 Q4	$112K	Buy	971 +801	+471%	+$88.5K	0.04%	121
2013 Q3	$18K	Hold	170	–	–	0.01%	160
2013 Q2	$16K	Buy	+170	New	+$16.2K	0.01%	142

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

Baltimore-Washington Financial Advisors's IWM Position: Q2 2026 in Review

Baltimore-Washington Financial Advisors reduced its iShares Russell 2000 ETF (IWM) stake by 0.4% in Q2 2026, selling an estimated $6.18K and leaving 5,503 shares worth $1.65M. The position accounts for 0.06% of the portfolio, ranked #83.

Baltimore-Washington Financial Advisors first reported a position in IWM in Q2 2013 and has held it in 26 quarters since. The position peaked at $5M in Q4 2024. 2,727 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Baltimore-Washington Financial Advisors held 5,503 shares of iShares Russell 2000 ETF worth $1.65M as of Q2 2026.
Baltimore-Washington Financial Advisors sold 22 iShares Russell 2000 ETF shares in Q2 2026, an estimated $6.18K.
iShares Russell 2000 ETF made up 0.06% of Baltimore-Washington Financial Advisors's portfolio in Q2 2026, its #83 holding.
Baltimore-Washington Financial Advisors first reported a position in iShares Russell 2000 ETF in Q2 2013 and has held it in 26 quarters since.
Baltimore-Washington Financial Advisors's iShares Russell 2000 ETF position peaked at $5M in Q4 2024.
2,727 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Baltimore-Washington Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.