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Core Wealth Advisors (Florida)’s iShares Russell 2000 ETF IWM Stock Holding History

Core Wealth Advisors (Florida)’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 		$1.35M Sell
4,489
-21
-0.5% -$5.9K 0.27% 40
2026
Q1 		$1.12M Sell
4,510
-26
-0.6% -$6.71K 0.27% 39
2025
Q4 		$1.12M Sell
4,536
-13
-0.3% -$3.2K 0.29% 33
2025
Q3 		$1.1M Sell
4,549
-30
-0.7% -$6.88K 0.29% 30
2025
Q2 		$988K Sell
4,579
-29
-0.6% -$5.84K 0.28% 35
2025
Q1 		$919K Sell
4,608
-66
-1% -$14.3K 0.29% 32
2024
Q4 		$1.03M Buy
4,674
+36
+0.8% +$8.21K 0.34% 28
2024
Q3 		$1.02M Sell
4,638
-55
-1% -$11.8K 0.33% 27
2024
Q2 		$952K Buy
4,693
+45
+1% +$9.09K 0.33% 29
2024
Q1 		$977K Sell
4,648
-882
-16% -$176K 0.33% 27
2023
Q4 		$1.11M Buy
5,530
+15
+0.3% +$2.69K 0.41% 24
2023
Q3 		$975K Hold
5,515
– – 0.4% 25
2023
Q2 		$1.03M Hold
5,515
– – 0.41% 24
2023
Q1 		$984K Sell
5,515
-961
-15% -$177K 0.39% 25
2022
Q4 		$1.13M Buy
6,476
+841
+15% +$150K 0.49% 20
2022
Q3 		$929K Hold
5,635
– – 0.54% 19
2022
Q2 		$954K Buy
5,635
+97
+2% +$17.9K 0.59% 21
2022
Q1 		$1.14M Sell
5,538
-12
-0.2% -$2.45K 0.64% 19
2021
Q4 		$1.24M Hold
5,550
– – 0.74% 12
2021
Q3 		$1.21M Buy
5,550
+10
+0.2% +$2.22K 0.81% 12
2021
Q2 		$1.27M Sell
5,540
-794
-13% -$179K 0.85% 14
2021
Q1 		$1.4M Sell
6,334
-411
-6% -$89.7K 1.23% 11
2020
Q4 		$1.32M Sell
6,745
-586
-8% -$103K 1.18% 13
2020
Q3 		$1.1M Sell
7,331
-318
-4% -$47.8K 1.03% 14
2020
Q2 		$1.09M Sell
7,649
-10,346
-57% -$1.36M 0.96% 19
2020
Q1 		$2.06M Sell
17,995
-108
-0.6% -$16.1K 1.57% 17
2019
Q4 		$3M Buy
+18,103
New +$2.86M 1.72% 20

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

Core Wealth Advisors (Florida)'s IWM Position: Q2 2026 in Review

Core Wealth Advisors (Florida) reduced its iShares Russell 2000 ETF (IWM) stake by 0.47% in Q2 2026, selling an estimated $5.9K and leaving 4,489 shares worth $1.35M. The position accounts for 0.27% of the portfolio, ranked #40.

Core Wealth Advisors (Florida) first reported a position in IWM in Q4 2019 and has held it in 27 quarters since. The position peaked at $3M in Q4 2019. 2,718 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Core Wealth Advisors (Florida) held 4,489 shares of iShares Russell 2000 ETF worth $1.35M as of Q2 2026.
  • Core Wealth Advisors (Florida) sold 21 iShares Russell 2000 ETF shares in Q2 2026, an estimated $5.9K.
  • iShares Russell 2000 ETF made up 0.27% of Core Wealth Advisors (Florida)'s portfolio in Q2 2026, its #40 holding.
  • Core Wealth Advisors (Florida) first reported a position in iShares Russell 2000 ETF in Q4 2019 and has held it in 27 quarters since.
  • Core Wealth Advisors (Florida)'s iShares Russell 2000 ETF position peaked at $3M in Q4 2019.
  • 2,718 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Core Wealth Advisors (Florida)'s 13F filing for Q2 2026, filed 11 Aug 2026.