Cove Private Wealth’s iShares Russell 2000 ETF IWM Stock Holding History

Cove Private Wealth’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	$1.31M	Buy	4,363 +2,207	+102%	+$620K	0.25%	71
2026 Q1	$535K	Buy	+2,156	New	+$556K	0.12%	114

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

Cove Private Wealth's IWM Position: Q2 2026 in Review

Cove Private Wealth increased its iShares Russell 2000 ETF (IWM) stake by 102% in Q2 2026, buying an estimated $620K and bringing the position to 4,363 shares worth $1.31M. The position accounts for 0.25% of the portfolio, ranked #71.

Cove Private Wealth first reported a position in IWM in Q1 2026 and has held it in 2 quarters since. 2,725 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Cove Private Wealth held 4,363 shares of iShares Russell 2000 ETF worth $1.31M as of Q2 2026.
Cove Private Wealth bought 2,207 iShares Russell 2000 ETF shares in Q2 2026, an estimated $620K.
iShares Russell 2000 ETF made up 0.25% of Cove Private Wealth's portfolio in Q2 2026, its #71 holding.
Cove Private Wealth first reported a position in iShares Russell 2000 ETF in Q1 2026 and has held it in 2 quarters since.
2,725 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Cove Private Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.