Continuum Wealth Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

Continuum Wealth 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	$263K	Hold	876	–	–	0.09%	70
2026 Q1	$217K	Hold	876	–	–	0.09%	66
2025 Q4	$216K	Sell	876 -202	-19%	-$49.7K	0.08%	74
2025 Q3	$261K	Hold	1,078	–	–	0.11%	61
2025 Q2	$233K	Hold	1,078	–	–	0.11%	54
2025 Q1	$215K	Hold	1,078	–	–	0.11%	50
2024 Q4	$238K	Hold	1,078	–	–	0.12%	52
2024 Q3	$238K	Hold	1,078	–	–	0.13%	52
2024 Q2	$219K	Hold	1,078	–	–	0.12%	56
2024 Q1	$227K	Hold	1,078	–	–	0.13%	58
2023 Q4	$216K	Buy	+1,078	New	+$193K	0.14%	49
2023 Q3	–	Sell	-1,078	Closed	-$202K	–	49
2023 Q2	$202K	Buy	+1,078	New	+$192K	0.14%	49
2023 Q1	–	Sell	-1,239	Closed	-$216K	–	45
2022 Q4	$216K	Buy	+1,239	New	+$220K	0.21%	44

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

Continuum Wealth Advisors's IWM Position: Q2 2026 in Review

Continuum Wealth Advisors held its iShares Russell 2000 ETF (IWM) position steady in Q2 2026 at 876 shares worth $263K. The position accounts for 0.09% of the portfolio, ranked #70.

Continuum Wealth Advisors first reported a position in IWM in Q4 2022 and has held it in 13 quarters since. 2,740 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Continuum Wealth Advisors held 876 shares of iShares Russell 2000 ETF worth $263K as of Q2 2026.
Continuum Wealth Advisors left its iShares Russell 2000 ETF share count unchanged in Q2 2026.
iShares Russell 2000 ETF made up 0.09% of Continuum Wealth Advisors's portfolio in Q2 2026, its #70 holding.
Continuum Wealth Advisors first reported a position in iShares Russell 2000 ETF in Q4 2022 and has held it in 13 quarters since.
2,740 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Continuum Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.