Coston McIsaac & Partners’s iShares Russell 2000 ETF IWM Stock Holding History

Coston McIsaac & Partners’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	$2K	Hold	9	–	–	﹤0.01%	767
2026 Q1	$2K	Hold	9	–	–	﹤0.01%	758
2025 Q4	$2K	Sell	9 -4	-31%	-$983	﹤0.01%	742
2025 Q3	$3K	Hold	13	–	–	﹤0.01%	685
2025 Q2	$2K	Hold	13	–	–	﹤0.01%	696
2025 Q1	$2K	Hold	13	–	–	﹤0.01%	681
2024 Q4	$2K	Hold	13	–	–	﹤0.01%	683
2024 Q3	$2	Hold	13	–	–	﹤0.01%	690
2024 Q2	$2K	Hold	13	–	–	﹤0.01%	663
2024 Q1	$2K	Hold	13	–	–	﹤0.01%	652
2023 Q4	$2K	Hold	13	–	–	﹤0.01%	654
2023 Q3	$2K	Hold	13	–	–	﹤0.01%	649
2023 Q2	$2K	Hold	13	–	–	﹤0.01%	690
2023 Q1	$2K	Sell	13 -726	-98%	-$134K	﹤0.01%	699
2022 Q4	$128	Buy	739 +641	+654%	+$114K	0.05%	147
2022 Q3	$16K	Buy	98 +4	+4%	+$730	0.01%	357
2022 Q2	$16K	Buy	+94	New	+$17.3K	0.01%	233

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

Coston McIsaac & Partners's IWM Position: Q2 2026 in Review

Coston McIsaac & Partners held its iShares Russell 2000 ETF (IWM) position steady in Q2 2026 at 9 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #767.

Coston McIsaac & Partners first reported a position in IWM in Q2 2022 and has held it in 17 quarters since. The position peaked at $16K in Q3 2022. 2,724 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Coston McIsaac & Partners held 9 shares of iShares Russell 2000 ETF worth $2K as of Q2 2026.
Coston McIsaac & Partners left its iShares Russell 2000 ETF share count unchanged in Q2 2026.
iShares Russell 2000 ETF made up ﹤0.01% of Coston McIsaac & Partners's portfolio in Q2 2026, its #767 holding.
Coston McIsaac & Partners first reported a position in iShares Russell 2000 ETF in Q2 2022 and has held it in 17 quarters since.
Coston McIsaac & Partners's iShares Russell 2000 ETF position peaked at $16K in Q3 2022.
2,724 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Coston McIsaac & Partners's 13F filing for Q2 2026, filed 12 Aug 2026.