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Beta Wealth Group’s iShares Russell 2000 ETF IWM Stock Holding History

Beta Wealth Group’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 		$888K Sell
2,954
-44
-1% -$12.4K 0.33% 54
2026
Q1 		$743K Buy
2,998
+419
+16% +$108K 0.31% 59
2025
Q4 		$635K Sell
2,579
-104
-4% -$25.6K 0.26% 63
2025
Q3 		$649K Buy
+2,683
New +$616K 0.26% 62

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

Beta Wealth Group's IWM Position: Q2 2026 in Review

Beta Wealth Group reduced its iShares Russell 2000 ETF (IWM) stake by 1.5% in Q2 2026, selling an estimated $12.4K and leaving 2,954 shares worth $888K. The position accounts for 0.33% of the portfolio, ranked #54.

Beta Wealth Group first reported a position in IWM in Q3 2025 and has held it in 4 quarters since. 2,730 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Beta Wealth Group held 2,954 shares of iShares Russell 2000 ETF worth $888K as of Q2 2026.
  • Beta Wealth Group sold 44 iShares Russell 2000 ETF shares in Q2 2026, an estimated $12.4K.
  • iShares Russell 2000 ETF made up 0.33% of Beta Wealth Group's portfolio in Q2 2026, its #54 holding.
  • Beta Wealth Group first reported a position in iShares Russell 2000 ETF in Q3 2025 and has held it in 4 quarters since.
  • 2,730 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Beta Wealth Group's 13F filing for Q2 2026, filed 24 Jul 2026.