Beacon Financial Strategies’s iShares Russell 2000 ETF IWM Stock Holding History

Beacon Financial Strategies’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	$152K	Sell	505 -43	-8%	-$12.1K	0.08%	58
2026 Q1	$136K	Hold	548	–	–	0.08%	48
2025 Q4	$135K	Buy	+548	New	+$135K	0.08%	50
2022 Q2	–	Sell	-1,143	Closed	-$235K	–	35
2022 Q1	$235K	Buy	1,143 +200	+21%	+$40.8K	0.2%	31
2021 Q4	$210K	Buy	943 +3	+0.3%	+$678	0.18%	33
2021 Q3	$206K	Sell	940 -89	-9%	-$19.7K	0.19%	33
2021 Q2	$236K	Buy	+1,029	New	+$231K	0.2%	30

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

Beacon Financial Strategies's IWM Position: Q2 2026 in Review

Beacon Financial Strategies reduced its iShares Russell 2000 ETF (IWM) stake by 7.8% in Q2 2026, selling an estimated $12.1K and leaving 505 shares worth $152K. The position accounts for 0.08% of the portfolio, ranked #58.

Beacon Financial Strategies first reported a position in IWM in Q2 2021 and has held it in 7 quarters since. The position peaked at $236K in Q2 2021. 2,730 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Beacon Financial Strategies held 505 shares of iShares Russell 2000 ETF worth $152K as of Q2 2026.
Beacon Financial Strategies sold 43 iShares Russell 2000 ETF shares in Q2 2026, an estimated $12.1K.
iShares Russell 2000 ETF made up 0.08% of Beacon Financial Strategies's portfolio in Q2 2026, its #58 holding.
Beacon Financial Strategies first reported a position in iShares Russell 2000 ETF in Q2 2021 and has held it in 7 quarters since.
Beacon Financial Strategies's iShares Russell 2000 ETF position peaked at $236K in Q2 2021.
2,730 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Beacon Financial Strategies's 13F filing for Q2 2026, filed 8 Jul 2026.