BEI
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Benjamin Edwards Inc’s iShares Russell 2000 ETF IWM Stock Holding History

Benjamin Edwards Inc’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 		$5.39M Buy
17,925
+1,928
+12% +$542K 0.05% 334
2026
Q1 		$3.97M Buy
15,997
+838
+6% +$216K 0.04% 386
2025
Q4 		$3.73M Buy
15,159
+307
+2% +$75.5K 0.04% 367
2025
Q3 		$3.59M Buy
14,852
+2,863
+24% +$657K 0.04% 367
2025
Q2 		$2.59M Sell
11,989
-23
-0.2% -$4.63K 0.03% 410
2025
Q1 		$2.4M Buy
12,012
+2,900
+32% +$629K 0.03% 380
2024
Q4 		$2.01M Buy
9,112
+777
+9% +$177K 0.03% 437
2024
Q3 		$1.84M Buy
8,335
+8,164
+4,774% +$1.75M 0.03% 450
2024
Q2 		$35K Sell
171
-40
-19% -$8.08K 0.01% 532
2024
Q1 		$44K Buy
211
+17
+9% +$3.39K 0.01% 501
2023
Q4 		$39K Buy
194
+46
+31% +$8.24K 0.01% 490
2023
Q3 		$26K Sell
148
-23
-13% -$4.32K 0.01% 518
2023
Q2 		$32K Buy
171
+8
+5% +$1.43K 0.01% 504
2023
Q1 		$29K Buy
163
+54
+50% +$9.94K 0.01% 510
2022
Q4 		$19K Buy
109
+1
+0.9% +$178 0.01% 519
2022
Q3 		$18K Buy
108
+21
+24% +$3.83K 0.01% 513
2022
Q2 		$15K Sell
87
-150
-63% -$27.7K ﹤0.01% 546
2022
Q1 		$49K Buy
237
+175
+282% +$35.7K 0.01% 455
2021
Q4 		$14K Buy
+62
New +$14K ﹤0.01% 553

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

Benjamin Edwards Inc's IWM Position: Q2 2026 in Review

Benjamin Edwards Inc increased its iShares Russell 2000 ETF (IWM) stake by 12% in Q2 2026, buying an estimated $542K and bringing the position to 17,925 shares worth $5.39M. The position accounts for 0.05% of the portfolio, ranked #334.

Benjamin Edwards Inc first reported a position in IWM in Q4 2021 and has held it in 19 quarters since. 2,740 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Benjamin Edwards Inc held 17,925 shares of iShares Russell 2000 ETF worth $5.39M as of Q2 2026.
  • Benjamin Edwards Inc bought 1,928 iShares Russell 2000 ETF shares in Q2 2026, an estimated $542K.
  • iShares Russell 2000 ETF made up 0.05% of Benjamin Edwards Inc's portfolio in Q2 2026, its #334 holding.
  • Benjamin Edwards Inc first reported a position in iShares Russell 2000 ETF in Q4 2021 and has held it in 19 quarters since.
  • 2,740 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Benjamin Edwards Inc's 13F filing for Q2 2026, filed 24 Jul 2026.