Centerpoint Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

Centerpoint Advisors’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	$19K	Buy	65 +2	+3%	+$562	0.01%	272
2026 Q1	$16K	Sell	63 -11	-15%	-$2.84K	0.01%	277
2025 Q4	$18K	Hold	74	–	–	0.01%	271
2025 Q3	$18K	Sell	74 -70	-49%	-$16.1K	0.01%	272
2025 Q2	$31K	Hold	144	–	–	0.01%	189
2025 Q1	$29K	Buy	144 +19	+15%	+$4.12K	0.01%	197
2024 Q4	$28K	Hold	125	–	–	0.01%	219
2024 Q3	$28K	Sell	125 -20	-14%	-$4.28K	0.01%	226
2024 Q2	$29K	Buy	145 +125	+625%	+$25.3K	0.01%	218
2024 Q1	$4K	Hold	20	–	–	﹤0.01%	370
2023 Q4	$4K	Hold	20	–	–	﹤0.01%	367
2023 Q3	$4K	Hold	20	–	–	﹤0.01%	404
2023 Q2	$4K	Hold	20	–	–	﹤0.01%	412
2023 Q1	$4K	Sell	20 -1	-5%	-$184	﹤0.01%	404
2022 Q4	$4K	Buy	21 +1	+5%	+$178	﹤0.01%	361
2022 Q3	$3K	Hold	20	–	–	﹤0.01%	294
2022 Q2	$3K	Hold	20	–	–	﹤0.01%	303
2022 Q1	$4K	Hold	20	–	–	﹤0.01%	285
2021 Q4	$4K	Hold	20	–	–	﹤0.01%	294
2021 Q3	$4K	Hold	20	–	–	﹤0.01%	236
2021 Q2	$5K	Sell	20 -5	-20%	-$1.12K	﹤0.01%	232
2021 Q1	$6K	Buy	25 +5	+25%	+$1.09K	﹤0.01%	201
2020 Q4	$4K	Hold	20	–	–	﹤0.01%	203
2020 Q3	$3K	Hold	20	–	–	﹤0.01%	200
2020 Q2	$3K	Hold	20	–	–	﹤0.01%	237
2020 Q1	$2K	Buy	+20	New	+$2.98K	﹤0.01%	220

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

Centerpoint Advisors's IWM Position: Q2 2026 in Review

Centerpoint Advisors increased its iShares Russell 2000 ETF (IWM) stake by 3.2% in Q2 2026, buying an estimated $562 and bringing the position to 65 shares worth $19K. The position accounts for 0.01% of the portfolio, ranked #272.

Centerpoint Advisors first reported a position in IWM in Q1 2020 and has held it in 26 quarters since. The position peaked at $31K in Q2 2025. 2,731 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Centerpoint Advisors held 65 shares of iShares Russell 2000 ETF worth $19K as of Q2 2026.
Centerpoint Advisors bought 2 iShares Russell 2000 ETF shares in Q2 2026, an estimated $562.
iShares Russell 2000 ETF made up 0.01% of Centerpoint Advisors's portfolio in Q2 2026, its #272 holding.
Centerpoint Advisors first reported a position in iShares Russell 2000 ETF in Q1 2020 and has held it in 26 quarters since.
Centerpoint Advisors's iShares Russell 2000 ETF position peaked at $31K in Q2 2025.
2,731 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Centerpoint Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.