Brand Asset Management Group’s iShares Russell 2000 ETF IWM Stock Holding History

Brand Asset Management Group’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	$2.39M	Buy	7,951 +760	+11%	+$214K	0.53%	35
2026 Q1	$1.78M	Hold	7,191	–	–	0.46%	37
2025 Q4	$1.77M	Sell	7,191 -1	-0%	-$246	0.5%	35
2025 Q3	$1.74M	Hold	7,192	–	–	0.49%	36
2025 Q2	$1.55M	Buy	7,192 +282	+4%	+$56.7K	0.58%	31
2025 Q1	$1.38M	Hold	6,910	–	–	0.58%	33
2024 Q4	$1.53M	Hold	6,910	–	–	0.62%	30
2024 Q3	$1.53M	Hold	6,910	–	–	0.6%	31
2024 Q2	$1.4M	Buy	6,910 +79	+1%	+$16K	0.59%	31
2024 Q1	$1.44M	Sell	6,831 -2	-0%	-$399	0.62%	29
2023 Q4	$1.37M	Buy	6,833 +225	+3%	+$40.3K	0.63%	30
2023 Q3	$1.17M	Sell	6,608 -183	-3%	-$34.4K	0.6%	30
2023 Q2	$1.27M	Sell	6,791 -135	-2%	-$24.1K	0.61%	30
2023 Q1	$1.24M	Hold	6,926	–	–	0.62%	30
2022 Q4	$1.21M	Hold	6,926	–	–	0.61%	31
2022 Q3	$1.14M	Sell	6,926 -227	-3%	-$41.4K	0.63%	31
2022 Q2	$1.21M	Buy	7,153 +128	+2%	+$23.6K	0.62%	32
2022 Q1	$1.44M	Buy	7,025 +32	+0.5%	+$6.53K	0.64%	30
2021 Q4	$1.56M	Sell	6,993 -1	-0%	-$226	0.7%	29
2021 Q3	$1.53M	Sell	6,994 -89	-1%	-$19.7K	0.74%	27
2021 Q2	$1.63M	Buy	7,083 +262	+4%	+$58.9K	0.79%	27
2021 Q1	$1.51M	Sell	6,821 -255	-4%	-$55.7K	0.77%	27
2020 Q4	$1.39M	Buy	7,076 +413	+6%	+$72.3K	0.78%	29
2020 Q3	$998K	Sell	6,663 -178	-3%	-$26.8K	0.62%	32
2020 Q2	$979K	Sell	6,841 -577	-8%	-$75.7K	0.62%	35
2020 Q1	$849K	Sell	7,418 -1,876	-20%	-$280K	0.63%	35
2019 Q4	$1.54M	Sell	9,294 -408	-4%	-$64.5K	0.98%	24
2019 Q3	$1.47M	Buy	9,702 +85	+0.9%	+$13K	0.97%	23
2019 Q2	$1.5M	Sell	9,617 -534	-5%	-$82.3K	0.98%	23
2019 Q1	$1.55M	Buy	10,151 +2	+0%	+$301	1.05%	22
2018 Q4	$1.36M	Buy	10,149 +154	+2%	+$23K	1.08%	21
2018 Q3	$1.69M	Buy	9,995 +2	+0%	+$338	1.24%	19
2018 Q2	$1.64M	Buy	+9,993	New	+$1.6M	1.25%	17

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

Brand Asset Management Group's IWM Position: Q2 2026 in Review

Brand Asset Management Group increased its iShares Russell 2000 ETF (IWM) stake by 11% in Q2 2026, buying an estimated $214K and bringing the position to 7,951 shares worth $2.39M. The position accounts for 0.53% of the portfolio, ranked #35.

Brand Asset Management Group first reported a position in IWM in Q2 2018 and has held it in 33 quarters since. 2,731 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Brand Asset Management Group held 7,951 shares of iShares Russell 2000 ETF worth $2.39M as of Q2 2026.
Brand Asset Management Group bought 760 iShares Russell 2000 ETF shares in Q2 2026, an estimated $214K.
iShares Russell 2000 ETF made up 0.53% of Brand Asset Management Group's portfolio in Q2 2026, its #35 holding.
Brand Asset Management Group first reported a position in iShares Russell 2000 ETF in Q2 2018 and has held it in 33 quarters since.
2,731 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Brand Asset Management Group's 13F filing for Q2 2026, filed 12 Aug 2026.