Consilium Wealth Advisory’s iShares Russell 2000 ETF IWM Stock Holding History

Consilium Wealth Advisory’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	$626K	Hold	2,084	–	–	0.19%	68
2026 Q1	$517K	Sell	2,084 -20,282	-91%	-$5.23M	0.18%	71
2025 Q4	$5.51M	Buy	22,366 +4,294	+24%	+$1.06M	2.03%	14
2025 Q3	$4.37M	Buy	18,072 +1,619	+10%	+$371K	1.69%	19
2025 Q2	$3.55M	Buy	+16,453	New	+$3.31M	1.5%	18

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

Consilium Wealth Advisory's IWM Position: Q2 2026 in Review

Consilium Wealth Advisory held its iShares Russell 2000 ETF (IWM) position steady in Q2 2026 at 2,084 shares worth $626K. The position accounts for 0.19% of the portfolio, ranked #68.

Consilium Wealth Advisory first reported a position in IWM in Q2 2025 and has held it in 5 quarters since. The position peaked at $5.51M in Q4 2025. 2,738 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Consilium Wealth Advisory held 2,084 shares of iShares Russell 2000 ETF worth $626K as of Q2 2026.
Consilium Wealth Advisory left its iShares Russell 2000 ETF share count unchanged in Q2 2026.
iShares Russell 2000 ETF made up 0.19% of Consilium Wealth Advisory's portfolio in Q2 2026, its #68 holding.
Consilium Wealth Advisory first reported a position in iShares Russell 2000 ETF in Q2 2025 and has held it in 5 quarters since.
Consilium Wealth Advisory's iShares Russell 2000 ETF position peaked at $5.51M in Q4 2025.
2,738 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Consilium Wealth Advisory's 13F filing for Q2 2026, filed 11 Aug 2026.