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Benchmark Investment Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

Benchmark Investment 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 		$430K Buy
1,431
+1
+0.1% +$281 0.19% 57
2026
Q1 		$355K Buy
+1,430
New +$369K 0.21% 63
2025
Q3 		$325K Buy
+1,344
New +$308K 0.19% 66
2025
Q1 		$675K Sell
3,383
-1,505
-31% -$326K 0.44% 55
2024
Q4 		$1.08M Buy
4,888
+2,888
+144% +$658K 0.7% 38
2024
Q3 		$442K Buy
+2,000
New +$428K 0.31% 61

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

Benchmark Investment Advisors's IWM Position: Q2 2026 in Review

Benchmark Investment Advisors increased its iShares Russell 2000 ETF (IWM) stake by 0.07% in Q2 2026, buying an estimated $281 and bringing the position to 1,431 shares worth $430K. The position accounts for 0.19% of the portfolio, ranked #57.

Benchmark Investment Advisors first reported a position in IWM in Q3 2024 and has held it in 6 quarters since. The position peaked at $1.08M in Q4 2024. 2,737 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Benchmark Investment Advisors held 1,431 shares of iShares Russell 2000 ETF worth $430K as of Q2 2026.
  • Benchmark Investment Advisors bought 1 iShares Russell 2000 ETF share in Q2 2026, an estimated $281.
  • iShares Russell 2000 ETF made up 0.19% of Benchmark Investment Advisors's portfolio in Q2 2026, its #57 holding.
  • Benchmark Investment Advisors first reported a position in iShares Russell 2000 ETF in Q3 2024 and has held it in 6 quarters since.
  • Benchmark Investment Advisors's iShares Russell 2000 ETF position peaked at $1.08M in Q4 2024.
  • 2,737 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Benchmark Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.