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Certuity’s iShares Russell 2000 ETF IWM Stock Holding History

Certuity’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 		$4.92M Hold
16,382
– – 0.24% 59
2026
Q1 		$4.06M Sell
16,382
-7,329
-31% -$1.89M 0.27% 63
2025
Q4 		$5.84M Buy
23,711
+18
+0.1% +$4.42K 0.37% 47
2025
Q3 		$5.73M Buy
23,693
+2,230
+10% +$512K 0.39% 47
2025
Q2 		$4.63M Buy
21,463
+2,330
+12% +$469K 0.44% 44
2025
Q1 		$3.82M Sell
19,133
-304
-2% -$65.9K 0.4% 45
2024
Q4 		$4.29M Sell
19,437
-1,053
-5% -$240K 0.47% 44
2024
Q3 		$4.53M Buy
20,490
+1,624
+9% +$348K 0.49% 44
2024
Q2 		$3.83M Sell
18,866
-327
-2% -$66.1K 0.3% 45
2024
Q1 		$4.04M Buy
19,193
+434
+2% +$86.6K 0.35% 44
2023
Q4 		$3.77M Sell
18,759
-572
-3% -$102K 0.38% 44
2023
Q3 		$3.42M Buy
19,331
+161
+0.8% +$30.2K 0.4% 42
2023
Q2 		$3.59M Sell
19,170
-1,171
-6% -$209K 0.41% 39
2023
Q1 		$3.63M Sell
20,341
-70
-0.3% -$12.9K 0.54% 31
2022
Q4 		$3.56M Buy
20,411
+4,635
+29% +$824K 0.56% 29
2022
Q3 		$2.6M Sell
15,776
-3,057
-16% -$558K 0.6% 24
2022
Q2 		$3.19M Sell
18,833
-16,549
-47% -$3.05M 0.83% 20
2022
Q1 		$7.26M Buy
35,382
+2,833
+9% +$578K 1.57% 13
2021
Q4 		$7.24M Buy
32,549
+5,642
+21% +$1.27M 1.55% 11
2021
Q3 		$5.89M Buy
26,907
+2,028
+8% +$450K 1.17% 14
2021
Q2 		$5.71M Buy
24,879
+3,178
+15% +$715K 1.32% 12
2021
Q1 		$4.79M Buy
21,701
+648
+3% +$141K 1.29% 12
2020
Q4 		$4.13M Buy
21,053
+3,005
+17% +$526K 1.33% 15
2020
Q3 		$2.7M Sell
18,048
-15,102
-46% -$2.27M 1.07% 16
2020
Q2 		$4.75M Sell
33,150
-1,465
-4% -$192K 2.21% 8
2020
Q1 		$3.96M Buy
34,615
+32,562
+1,586% +$4.85M 2.2% 8
2019
Q4 		$340K Buy
+2,053
New +$324K 0.16% 110

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

Certuity's IWM Position: Q2 2026 in Review

Certuity held its iShares Russell 2000 ETF (IWM) position steady in Q2 2026 at 16,382 shares worth $4.92M. The position accounts for 0.24% of the portfolio, ranked #59.

Certuity first reported a position in IWM in Q4 2019 and has held it in 27 quarters since. The position peaked at $7.26M in Q1 2022. 2,724 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Certuity held 16,382 shares of iShares Russell 2000 ETF worth $4.92M as of Q2 2026.
  • Certuity left its iShares Russell 2000 ETF share count unchanged in Q2 2026.
  • iShares Russell 2000 ETF made up 0.24% of Certuity's portfolio in Q2 2026, its #59 holding.
  • Certuity first reported a position in iShares Russell 2000 ETF in Q4 2019 and has held it in 27 quarters since.
  • Certuity's iShares Russell 2000 ETF position peaked at $7.26M in Q1 2022.
  • 2,724 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Certuity's 13F filing for Q2 2026, filed 28 Jul 2026.