Canopy Partners’s iShares Russell 2000 ETF IWM Stock Holding History

Canopy Partners’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	$1.01M	Hold	3,355	–	–	0.3%	66
2026 Q1	$832K	Sell	3,355 -1	-0%	-$258	0.29%	73
2025 Q4	$826K	Hold	3,356	–	–	0.27%	73
2025 Q3	$812K	Sell	3,356 -110	-3%	-$25.2K	0.27%	76
2025 Q2	$748K	Sell	3,466 -78	-2%	-$15.7K	0.27%	71
2025 Q1	$707K	Sell	3,544 -1,380	-28%	-$299K	0.28%	76
2024 Q4	$1.09M	Sell	4,924 -577	-10%	-$132K	0.42%	51
2024 Q3	$1.22M	Sell	5,501 -229	-4%	-$49K	0.52%	35
2024 Q2	$1.16M	Sell	5,730 -452	-7%	-$91.3K	0.54%	34
2024 Q1	$1.3M	Sell	6,182 -953	-13%	-$190K	0.64%	32
2023 Q4	$1.43M	Buy	+7,135	New	+$1.28M	0.87%	26

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

Canopy Partners's IWM Position: Q2 2026 in Review

Canopy Partners held its iShares Russell 2000 ETF (IWM) position steady in Q2 2026 at 3,355 shares worth $1.01M. The position accounts for 0.3% of the portfolio, ranked #66.

Canopy Partners first reported a position in IWM in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.43M in Q4 2023. 2,730 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Canopy Partners held 3,355 shares of iShares Russell 2000 ETF worth $1.01M as of Q2 2026.
Canopy Partners left its iShares Russell 2000 ETF share count unchanged in Q2 2026.
iShares Russell 2000 ETF made up 0.3% of Canopy Partners's portfolio in Q2 2026, its #66 holding.
Canopy Partners first reported a position in iShares Russell 2000 ETF in Q4 2023 and has held it in 11 quarters since.
Canopy Partners's iShares Russell 2000 ETF position peaked at $1.43M in Q4 2023.
2,730 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Canopy Partners's 13F filing for Q2 2026, filed 22 Jul 2026.