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Castle Wealth Management’s iShares Russell 2000 ETF IWM Stock Holding History

Castle Wealth 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 		$420K Buy
1,397
+1
+0.1% +$281 0.12% 92
2026
Q1 		$346K Sell
1,396
-287
-17% -$74K 0.11% 97
2025
Q4 		$414K Buy
1,683
+287
+21% +$70.6K 0.14% 89
2025
Q3 		$338K Buy
1,396
+1
+0.1% +$229 0.11% 97
2025
Q2 		$301K Sell
1,395
-3
-0.2% -$604 0.11% 98
2025
Q1 		$279K Buy
1,398
+3
+0.2% +$651 0.11% 103
2024
Q4 		$308K Buy
1,395
+1
+0.1% +$228 0.12% 97
2024
Q3 		$308K Sell
1,394
-19
-1% -$4.07K 0.12% 102
2024
Q2 		$287K Buy
1,413
+108
+8% +$21.8K 0.14% 102
2024
Q1 		$274K Sell
1,305
-147
-10% -$29.3K 0.14% 104
2023
Q4 		$292K Buy
1,452
+1
+0.1% +$179 0.17% 98
2023
Q3 		$258K Hold
1,451
– – 0.18% 93
2023
Q2 		$272K Sell
1,451
-136
-9% -$24.2K 0.19% 90
2023
Q1 		$283K Hold
1,587
– – 0.22% 89
2022
Q4 		$277K Buy
1,587
+127
+9% +$22.6K 0.17% 91
2022
Q3 		$241K Sell
1,460
-572
-28% -$104K 0.15% 91
2022
Q2 		$344K Buy
+2,032
New +$375K 0.2% 77

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

Castle Wealth Management's IWM Position: Q2 2026 in Review

Castle Wealth Management increased its iShares Russell 2000 ETF (IWM) stake by 0.07% in Q2 2026, buying an estimated $281 and bringing the position to 1,397 shares worth $420K. The position accounts for 0.12% of the portfolio, ranked #92.

Castle Wealth Management first reported a position in IWM in Q2 2022 and has held it in 17 quarters since. 2,737 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Castle Wealth Management held 1,397 shares of iShares Russell 2000 ETF worth $420K as of Q2 2026.
  • Castle Wealth Management bought 1 iShares Russell 2000 ETF share in Q2 2026, an estimated $281.
  • iShares Russell 2000 ETF made up 0.12% of Castle Wealth Management's portfolio in Q2 2026, its #92 holding.
  • Castle Wealth Management first reported a position in iShares Russell 2000 ETF in Q2 2022 and has held it in 17 quarters since.
  • 2,737 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Castle Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.