Blodgett Wealth Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

Blodgett Wealth Advisors’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	$855K	Sell	2,845 -150	-5%	-$42.2K	0.57%	31
2026 Q1	$743K	Hold	2,995	–	–	0.59%	29
2025 Q4	$737K	Hold	2,995	–	–	0.51%	31
2025 Q3	$725K	Hold	2,995	–	–	0.5%	31
2025 Q2	$646K	Hold	2,995	–	–	0.51%	32
2025 Q1	$597K	Hold	2,995	–	–	0.51%	33
2024 Q4	$662K	Hold	2,995	–	–	0.52%	30
2024 Q3	$662K	Hold	2,995	–	–	0.56%	29
2024 Q2	$608K	Sell	2,995 -20	-0.7%	-$4.04K	0.51%	28
2024 Q1	$634K	Hold	3,015	–	–	0.57%	27
2023 Q4	$605K	Sell	3,015 -2,000	-40%	-$358K	0.62%	28
2023 Q3	$886K	Hold	5,015	–	–	0.97%	23
2023 Q2	$939K	Hold	5,015	–	–	0.97%	23
2023 Q1	$895K	Sell	5,015 -120	-2%	-$22.1K	1.03%	24
2022 Q4	$895K	Sell	5,135 -2,150	-30%	-$382K	1.09%	25
2022 Q3	$1.2M	Sell	7,285 -580	-7%	-$106K	1.44%	20
2022 Q2	$1.33M	Sell	7,865 -3,050	-28%	-$562K	1.46%	17
2022 Q1	$2.24M	Sell	10,915 -775	-7%	-$158K	1.87%	9
2021 Q4	$2.6M	Buy	+11,690	New	+$2.64M	2.02%	11

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

Blodgett Wealth Advisors's IWM Position: Q2 2026 in Review

Blodgett Wealth Advisors reduced its iShares Russell 2000 ETF (IWM) stake by 5% in Q2 2026, selling an estimated $42.2K and leaving 2,845 shares worth $855K. The position accounts for 0.57% of the portfolio, ranked #31.

Blodgett Wealth Advisors first reported a position in IWM in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.6M in Q4 2021. 2,725 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Blodgett Wealth Advisors held 2,845 shares of iShares Russell 2000 ETF worth $855K as of Q2 2026.
Blodgett Wealth Advisors sold 150 iShares Russell 2000 ETF shares in Q2 2026, an estimated $42.2K.
iShares Russell 2000 ETF made up 0.57% of Blodgett Wealth Advisors's portfolio in Q2 2026, its #31 holding.
Blodgett Wealth Advisors first reported a position in iShares Russell 2000 ETF in Q4 2021 and has held it in 19 quarters since.
Blodgett Wealth Advisors's iShares Russell 2000 ETF position peaked at $2.6M in Q4 2021.
2,725 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Blodgett Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.