BDF
IWM icon

Black Diamond Financial’s iShares Russell 2000 ETF IWM Stock Holding History

Black Diamond Financial’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 		$351K Buy
1,167
+276
+31% +$77.6K 0.03% 143
2026
Q1 		$221K Sell
891
-20
-2% -$5.16K 0.02% 170
2025
Q4 		$224K Hold
911
– – 0.02% 165
2025
Q3 		$220K Buy
+911
New +$209K 0.02% 150

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

Black Diamond Financial's IWM Position: Q2 2026 in Review

Black Diamond Financial increased its iShares Russell 2000 ETF (IWM) stake by 31% in Q2 2026, buying an estimated $77.6K and bringing the position to 1,167 shares worth $351K. The position accounts for 0.03% of the portfolio, ranked #143.

Black Diamond Financial first reported a position in IWM in Q3 2025 and has held it in 4 quarters since. 2,740 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Black Diamond Financial held 1,167 shares of iShares Russell 2000 ETF worth $351K as of Q2 2026.
  • Black Diamond Financial bought 276 iShares Russell 2000 ETF shares in Q2 2026, an estimated $77.6K.
  • iShares Russell 2000 ETF made up 0.03% of Black Diamond Financial's portfolio in Q2 2026, its #143 holding.
  • Black Diamond Financial first reported a position in iShares Russell 2000 ETF in Q3 2025 and has held it in 4 quarters since.
  • 2,740 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Black Diamond Financial's 13F filing for Q2 2026, filed 4 Aug 2026.