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Confluence Wealth Services’s iShares Russell 2000 ETF IWM Stock Holding History

Confluence Wealth Services’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 		$2.37M Buy
7,889
+1,913
+32% +$538K 0.07% 131
2026
Q1 		$1.48M Sell
5,976
-179
-3% -$46.2K 0.06% 152
2025
Q4 		$1.52M Buy
6,155
+19
+0.3% +$4.67K 0.06% 138
2025
Q3 		$1.48M Sell
6,136
-29
-0.5% -$6.65K 0.07% 132
2025
Q2 		$1.33M Buy
6,165
+518
+9% +$104K 0.07% 140
2025
Q1 		$1.07M Buy
5,647
+246
+5% +$53.4K 0.07% 147
2024
Q4 		$1.24M Buy
5,401
+38
+0.7% +$8.66K 0.08% 126
2024
Q3 		$1.18M Hold
5,363
– – 0.09% 124
2024
Q2 		$1.09M Sell
5,363
-127
-2% -$25.7K 0.09% 139
2024
Q1 		$1.15M Hold
5,490
– – 0.1% 113
2023
Q4 		$1.1M Buy
5,490
+2,100
+62% +$376K 0.12% 98
2023
Q3 		$599K Buy
3,390
+33
+1% +$6.2K 0.12% 132
2023
Q2 		$629K Sell
3,357
-688
-17% -$123K 0.13% 126
2023
Q1 		$722K Buy
4,045
+1,119
+38% +$206K 0.17% 112
2022
Q4 		$510K Buy
2,926
+409
+16% +$72.7K 0.13% 133
2022
Q3 		$415K Hold
2,517
– – 0.18% 144
2022
Q2 		$494K Sell
2,517
-114
-4% -$21K 0.22% 150
2022
Q1 		$540K Sell
2,631
-7
-0.3% -$1.43K 0.2% 133
2021
Q4 		$586K Buy
+2,638
New +$596K 0.19% 124

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

Confluence Wealth Services's IWM Position: Q2 2026 in Review

Confluence Wealth Services increased its iShares Russell 2000 ETF (IWM) stake by 32% in Q2 2026, buying an estimated $538K and bringing the position to 7,889 shares worth $2.37M. The position accounts for 0.07% of the portfolio, ranked #131.

Confluence Wealth Services first reported a position in IWM in Q4 2021 and has held it in 19 quarters since. 2,725 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Confluence Wealth Services held 7,889 shares of iShares Russell 2000 ETF worth $2.37M as of Q2 2026.
  • Confluence Wealth Services bought 1,913 iShares Russell 2000 ETF shares in Q2 2026, an estimated $538K.
  • iShares Russell 2000 ETF made up 0.07% of Confluence Wealth Services's portfolio in Q2 2026, its #131 holding.
  • Confluence Wealth Services first reported a position in iShares Russell 2000 ETF in Q4 2021 and has held it in 19 quarters since.
  • 2,725 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Confluence Wealth Services's 13F filing for Q2 2026, filed 22 Jul 2026.