Buck Wealth Strategies’s iShares Russell 2000 ETF IWM Stock Holding History

Buck Wealth Strategies’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	$2.85M	Buy	9,499 +6,886	+264%	+$1.94M	0.3%	55
2026 Q1	$648K	Sell	2,613 -151	-5%	-$39K	0.08%	91
2025 Q4	$680K	Buy	+2,764	New	+$680K	0.09%	90
2023 Q4	–	Sell	-36	Closed	-$6.36K	–	211
2023 Q3	$6.36K	Buy	+36	New	+$6.76K	﹤0.01%	222

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

Buck Wealth Strategies's IWM Position: Q2 2026 in Review

Buck Wealth Strategies increased its iShares Russell 2000 ETF (IWM) stake by 264% in Q2 2026, buying an estimated $1.94M and bringing the position to 9,499 shares worth $2.85M. The position accounts for 0.3% of the portfolio, ranked #55.

Buck Wealth Strategies first reported a position in IWM in Q3 2023 and has held it in 4 quarters since. 2,740 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Buck Wealth Strategies held 9,499 shares of iShares Russell 2000 ETF worth $2.85M as of Q2 2026.
Buck Wealth Strategies bought 6,886 iShares Russell 2000 ETF shares in Q2 2026, an estimated $1.94M.
iShares Russell 2000 ETF made up 0.3% of Buck Wealth Strategies's portfolio in Q2 2026, its #55 holding.
Buck Wealth Strategies first reported a position in iShares Russell 2000 ETF in Q3 2023 and has held it in 4 quarters since.
2,740 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Buck Wealth Strategies's 13F filing for Q2 2026, filed 30 Jul 2026.