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Buffalo Business & Estate Services’s iShares Russell 2000 ETF IWM Stock Holding History

Buffalo Business & Estate Services’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 		– Sell
-3,978
Closed -$1.12M – 40
2026
Q1 		$986K Buy
3,978
+300
+8% +$77.4K 0.14% 44
2025
Q4 		$905K Buy
+3,678
New +$904K 0.13% 45

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Treasurer of the State of North Carolina
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
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Buffalo Business & Estate Services's IWM Position: Q2 2026 in Review

Buffalo Business & Estate Services sold out of iShares Russell 2000 ETF (IWM) in Q2 2026, closing a stake of 3,978 shares — an estimated $1.12M sold.

Buffalo Business & Estate Services first reported a position in IWM in Q4 2025 and held it in 2 quarters. The position peaked at $986K in Q1 2026. 2,725 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Buffalo Business & Estate Services reported no remaining iShares Russell 2000 ETF position as of Q2 2026 after selling out during the quarter.
  • Buffalo Business & Estate Services sold 3,978 iShares Russell 2000 ETF shares in Q2 2026, an estimated $1.12M.
  • Buffalo Business & Estate Services first reported a position in iShares Russell 2000 ETF in Q4 2025 and held it in 2 quarters.
  • Buffalo Business & Estate Services's iShares Russell 2000 ETF position peaked at $986K in Q1 2026.
  • 2,725 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Buffalo Business & Estate Services's 13F filing for Q2 2026, filed 23 Jul 2026.