Blalock Williams’s iShares Russell 2000 ETF IWM Stock Holding History

Blalock Williams’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	$263K	Hold	875	–	–	0.17%	123
2026 Q1	$217K	Buy	875 +24	+3%	+$6.19K	0.17%	135
2025 Q4	$209K	Buy	+851	New	+$209K	0.17%	131

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

Blalock Williams's IWM Position: Q2 2026 in Review

Blalock Williams held its iShares Russell 2000 ETF (IWM) position steady in Q2 2026 at 875 shares worth $263K. The position accounts for 0.17% of the portfolio, ranked #123.

Blalock Williams first reported a position in IWM in Q4 2025 and has held it in 3 quarters since. 2,740 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Blalock Williams held 875 shares of iShares Russell 2000 ETF worth $263K as of Q2 2026.
Blalock Williams left its iShares Russell 2000 ETF share count unchanged in Q2 2026.
iShares Russell 2000 ETF made up 0.17% of Blalock Williams's portfolio in Q2 2026, its #123 holding.
Blalock Williams first reported a position in iShares Russell 2000 ETF in Q4 2025 and has held it in 3 quarters since.
2,740 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Blalock Williams's 13F filing for Q2 2026, filed 7 Aug 2026.