Broadview Financial Management’s iShares Russell 2000 ETF IWM Stock Holding History

Broadview Financial Management’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	$1.14M	Sell	3,793 -41	-1%	-$11.5K	0.7%	24
2026 Q1	$951K	Sell	3,834 -173	-4%	-$44.6K	0.65%	25
2025 Q4	$986K	Buy	4,007 +14	+0.4%	+$3.44K	0.66%	26
2025 Q3	$966K	Sell	3,993 -274	-6%	-$62.9K	0.65%	26
2025 Q2	$921K	Sell	4,267 -59	-1%	-$11.9K	0.63%	28
2025 Q1	$863K	Sell	4,326 -70	-2%	-$15.2K	0.64%	26
2024 Q4	$971K	Buy	4,396 +64	+1%	+$14.6K	0.69%	26
2024 Q3	$957K	Sell	4,332 -65	-1%	-$13.9K	0.65%	28
2024 Q2	$892K	Buy	4,397 +12	+0.3%	+$2.42K	0.65%	27
2024 Q1	$922K	Sell	4,385 -39	-0.9%	-$7.78K	0.67%	27
2023 Q4	$888K	Buy	4,424 +37	+0.8%	+$6.63K	0.68%	25
2023 Q3	$775K	Hold	4,387	–	–	0.72%	24
2023 Q2	$822K	Buy	4,387 +12	+0.3%	+$2.14K	0.7%	25
2023 Q1	$781K	Sell	4,375 -35	-0.8%	-$6.44K	0.68%	25
2022 Q4	$769K	Buy	4,410 +39	+0.9%	+$6.94K	0.69%	27
2022 Q3	$721K	Sell	4,371 -67	-2%	-$12.2K	0.72%	26
2022 Q2	$752K	Sell	4,438 -250	-5%	-$46.1K	0.7%	27
2022 Q1	$962K	Buy	4,688 +9	+0.2%	+$1.84K	0.71%	29
2021 Q4	$1.04M	Buy	4,679 +26	+0.6%	+$5.88K	0.74%	30
2021 Q3	$1.02M	Buy	4,653 +3	+0.1%	+$665	0.79%	27
2021 Q2	$1.07M	Buy	4,650 +14	+0.3%	+$3.15K	0.8%	26
2021 Q1	$1.02M	Sell	4,636 -1,399	-23%	-$305K	0.8%	27
2020 Q4	$1.18M	Sell	6,035 -272	-4%	-$47.6K	0.91%	27
2020 Q3	$945K	Sell	6,307 -654	-9%	-$98.4K	0.8%	28
2020 Q2	$997K	Buy	6,961 +739	+12%	+$97K	0.8%	30
2020 Q1	$712K	Buy	6,222 +399	+7%	+$59.5K	0.64%	30
2019 Q4	$965K	Buy	5,823 +54	+0.9%	+$8.53K	0.67%	30
2019 Q3	$873K	Buy	5,769 +31	+0.5%	+$4.73K	0.65%	29
2019 Q2	$892K	Buy	5,738 +223	+4%	+$34.4K	0.67%	29
2019 Q1	$844K	Buy	5,515 +3,055	+124%	+$459K	0.66%	29
2018 Q4	$329K	Buy	+2,460	New	+$367K	0.29%	42

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

Broadview Financial Management's IWM Position: Q2 2026 in Review

Broadview Financial Management reduced its iShares Russell 2000 ETF (IWM) stake by 1.1% in Q2 2026, selling an estimated $11.5K and leaving 3,793 shares worth $1.14M. The position accounts for 0.7% of the portfolio, ranked #24.

Broadview Financial Management first reported a position in IWM in Q4 2018 and has held it in 31 quarters since. The position peaked at $1.18M in Q4 2020. 2,737 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Broadview Financial Management held 3,793 shares of iShares Russell 2000 ETF worth $1.14M as of Q2 2026.
Broadview Financial Management sold 41 iShares Russell 2000 ETF shares in Q2 2026, an estimated $11.5K.
iShares Russell 2000 ETF made up 0.7% of Broadview Financial Management's portfolio in Q2 2026, its #24 holding.
Broadview Financial Management first reported a position in iShares Russell 2000 ETF in Q4 2018 and has held it in 31 quarters since.
Broadview Financial Management's iShares Russell 2000 ETF position peaked at $1.18M in Q4 2020.
2,737 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Broadview Financial Management's 13F filing for Q2 2026, filed 13 Aug 2026.