BigSur Wealth Management’s iShares Russell 2000 ETF IWM Stock Holding History

BigSur Wealth Management’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	$1.41M	Buy	4,700 +2,000	+74%	+$562K	0.34%	79
2026 Q1	$670K	Hold	2,700	–	–	0.19%	106
2025 Q4	$665K	Hold	2,700	–	–	0.16%	105
2025 Q3	$653K	Sell	2,700 -700	-21%	-$161K	0.16%	105
2025 Q2	$734K	Hold	3,400	–	–	0.19%	98
2025 Q1	$678K	Hold	3,400	–	–	0.18%	101
2024 Q4	$751K	Sell	3,400 -8,060	-70%	-$1.84M	0.21%	93
2024 Q3	$2.53M	Buy	11,460 +1,400	+14%	+$300K	0.7%	43
2024 Q2	$2.04M	Buy	10,060 +1,450	+17%	+$293K	0.62%	47
2024 Q1	$1.81M	Sell	8,610 -200	-2%	-$39.9K	0.57%	50
2023 Q4	$1.77M	Buy	8,810 +1,300	+17%	+$233K	0.84%	31
2023 Q3	$1.33M	Sell	7,510 -950	-11%	-$178K	0.67%	41
2023 Q2	$1.58M	Hold	8,460	–	–	0.76%	38
2023 Q1	$1.51M	Sell	8,460 -7,700	-48%	-$1.42M	0.71%	42
2022 Q4	$2.82M	Sell	16,160 -130	-0.8%	-$23.1K	1.36%	17
2022 Q3	$2.69M	Sell	16,290 -4,550	-22%	-$830K	1.36%	20
2022 Q2	$3.53M	Hold	20,840	–	–	1.66%	12
2022 Q1	$4.28M	Hold	20,840	–	–	1.67%	14
2021 Q4	$4.64M	Hold	20,840	–	–	1.81%	11
2021 Q3	$4.56M	Buy	20,840 +4,000	+24%	+$887K	2.05%	10
2021 Q2	$3.86M	Buy	16,840 +2,200	+15%	+$495K	1.74%	12
2021 Q1	$3.23M	Buy	14,640 +11,500	+366%	+$2.51M	1.66%	14
2020 Q4	$616K	Buy	3,140 +1,500	+91%	+$262K	0.35%	66
2020 Q3	$246K	Buy	1,640 +190	+13%	+$28.6K	0.16%	83
2020 Q2	$208K	Buy	1,450 +500	+53%	+$65.6K	0.15%	87
2020 Q1	$109K	Sell	950 -2,230	-70%	-$332K	0.08%	95
2019 Q4	$527K	Hold	3,180	–	–	0.3%	70
2019 Q3	$481K	Hold	3,180	–	–	0.32%	64
2019 Q2	$496K	Hold	3,180	–	–	0.35%	59
2019 Q1	$487K	Hold	3,180	–	–	0.32%	64
2018 Q4	$426K	Hold	3,180	–	–	0.3%	64
2018 Q3	$537K	Hold	3,180	–	–	0.34%	55
2018 Q2	$521K	Hold	3,180	–	–	0.38%	52
2018 Q1	$483K	Buy	+3,180	New	+$491K	0.34%	60

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

BigSur Wealth Management's IWM Position: Q2 2026 in Review

BigSur Wealth Management increased its iShares Russell 2000 ETF (IWM) stake by 74% in Q2 2026, buying an estimated $562K and bringing the position to 4,700 shares worth $1.41M. The position accounts for 0.34% of the portfolio, ranked #79.

BigSur Wealth Management first reported a position in IWM in Q1 2018 and has held it in 34 quarters since. The position peaked at $4.64M in Q4 2021. 2,730 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

BigSur Wealth Management held 4,700 shares of iShares Russell 2000 ETF worth $1.41M as of Q2 2026.
BigSur Wealth Management bought 2,000 iShares Russell 2000 ETF shares in Q2 2026, an estimated $562K.
iShares Russell 2000 ETF made up 0.34% of BigSur Wealth Management's portfolio in Q2 2026, its #79 holding.
BigSur Wealth Management first reported a position in iShares Russell 2000 ETF in Q1 2018 and has held it in 34 quarters since.
BigSur Wealth Management's iShares Russell 2000 ETF position peaked at $4.64M in Q4 2021.
2,730 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on BigSur Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.