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

Byrne Asset 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	$383K	Buy	1,275 +105	+9%	+$29.5K	0.21%	86
2026 Q1	$290K	Sell	1,170 -30	-3%	-$7.74K	0.17%	100
2025 Q4	$295K	Sell	1,200 -275	-19%	-$67.6K	0.16%	104
2025 Q3	$357K	Buy	+1,475	New	+$338K	0.22%	84
2025 Q2	–	Sell	-1,919	Closed	-$386K	–	82
2025 Q1	$383K	Buy	+1,919	New	+$416K	0.28%	76
2024 Q4	–	Sell	-2,005	Closed	-$457K	–	71
2024 Q3	$443K	Buy	+2,005	New	+$429K	0.3%	75
2024 Q2	–	Sell	-2,012	Closed	-$407K	–	83
2024 Q1	$423K	Sell	2,012 -22	-1%	-$4.39K	0.29%	78
2023 Q4	$417K	Buy	+2,034	New	+$364K	0.32%	77
2023 Q3	–	Sell	-1,724	Closed	-$324K	–	89
2023 Q2	$323K	Buy	1,724 +1,455	+541%	+$259K	0.21%	117
2023 Q1	$48K	Sell	269 -6	-2%	-$1.1K	0.03%	227
2022 Q4	$47.9K	Sell	275 -29	-10%	-$5.16K	0.03%	229
2022 Q3	$50K	Sell	304 -70	-19%	-$12.8K	0.04%	201
2022 Q2	$63K	Sell	374 -677	-64%	-$125K	0.05%	174
2022 Q1	$216K	Sell	1,051 -165	-14%	-$33.7K	0.13%	109
2021 Q4	$270K	Buy	+1,216	New	+$275K	0.17%	100

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

Byrne Asset Management's IWM Position: Q2 2026 in Review

Byrne Asset Management increased its iShares Russell 2000 ETF (IWM) stake by 9% in Q2 2026, buying an estimated $29.5K and bringing the position to 1,275 shares worth $383K. The position accounts for 0.21% of the portfolio, ranked #86.

Byrne Asset Management first reported a position in IWM in Q4 2021 and has held it in 15 quarters since. The position peaked at $443K in Q3 2024. 2,730 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Byrne Asset Management held 1,275 shares of iShares Russell 2000 ETF worth $383K as of Q2 2026.
Byrne Asset Management bought 105 iShares Russell 2000 ETF shares in Q2 2026, an estimated $29.5K.
iShares Russell 2000 ETF made up 0.21% of Byrne Asset Management's portfolio in Q2 2026, its #86 holding.
Byrne Asset Management first reported a position in iShares Russell 2000 ETF in Q4 2021 and has held it in 15 quarters since.
Byrne Asset Management's iShares Russell 2000 ETF position peaked at $443K in Q3 2024.
2,730 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Byrne Asset Management's 13F filing for Q2 2026, filed 7 Jul 2026.