Brady Family Wealth’s iShares Russell 2000 ETF IWM Stock Holding History

Brady Family Wealth’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	$1.33M	Hold	4,424	–	–	0.38%	61
2026 Q1	$1.1M	Hold	4,424	–	–	0.34%	62
2025 Q4	$1.09M	Sell	4,424 -19	-0.4%	-$4.67K	0.34%	60
2025 Q3	$1.08M	Hold	4,443	–	–	0.33%	60
2025 Q2	$959K	Sell	4,443 -375	-8%	-$75.5K	0.3%	62
2025 Q1	$961K	Sell	4,818 -512	-10%	-$111K	0.31%	63
2024 Q4	$1.18M	Buy	5,330 +173	+3%	+$39.4K	0.36%	62
2024 Q3	$1.14M	Buy	5,157 +1	+0%	+$214	0.34%	62
2024 Q2	$1.05M	Sell	5,156 -501	-9%	-$101K	0.34%	61
2024 Q1	$1.19M	Buy	5,657 +9	+0.2%	+$1.79K	0.39%	60
2023 Q4	$1.13M	Buy	5,648 +27	+0.5%	+$4.84K	0.39%	59
2023 Q3	$993K	Hold	5,621	–	–	0.38%	60
2023 Q2	$1.05M	Buy	5,621 +10	+0.2%	+$1.78K	0.39%	58
2023 Q1	$1M	Buy	5,611 +12	+0.2%	+$2.21K	0.4%	60
2022 Q4	$976K	Buy	+5,599	New	+$996K	0.4%	61

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

Brady Family Wealth's IWM Position: Q2 2026 in Review

Brady Family Wealth held its iShares Russell 2000 ETF (IWM) position steady in Q2 2026 at 4,424 shares worth $1.33M. The position accounts for 0.38% of the portfolio, ranked #61.

Brady Family Wealth first reported a position in IWM in Q4 2022 and has held it in 15 quarters since. 2,724 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Brady Family Wealth held 4,424 shares of iShares Russell 2000 ETF worth $1.33M as of Q2 2026.
Brady Family Wealth left its iShares Russell 2000 ETF share count unchanged in Q2 2026.
iShares Russell 2000 ETF made up 0.38% of Brady Family Wealth's portfolio in Q2 2026, its #61 holding.
Brady Family Wealth first reported a position in iShares Russell 2000 ETF in Q4 2022 and has held it in 15 quarters since.
2,724 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Brady Family Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.