Covestor’s iShares Russell 2000 ETF IWM Stock Holding History

Covestor’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	5	–	–	﹤0.01%	1975
2026 Q1	$1K	Buy	5 +3	+150%	+$774	﹤0.01%	2065
2025 Q4	$1K	Hold	2	–	–	﹤0.01%	2085
2025 Q3	$1K	Sell	2 -2	-50%	-$459	﹤0.01%	2105
2025 Q2	$1K	Hold	4	–	–	﹤0.01%	2025
2025 Q1	$1K	Hold	4	–	–	﹤0.01%	2010
2024 Q4	$1K	Buy	4 +1	+33%	+$228	﹤0.01%	2064
2024 Q3	$1K	Hold	3	–	–	﹤0.01%	2012
2024 Q2	$1K	Hold	3	–	–	﹤0.01%	2028
2024 Q1	$1K	Hold	3	–	–	﹤0.01%	2006
2023 Q4	$1K	Hold	3	–	–	﹤0.01%	1988
2023 Q3	$1K	Hold	3	–	–	﹤0.01%	1953
2023 Q2	$1K	Hold	3	–	–	﹤0.01%	1965
2023 Q1	$1K	Hold	3	–	–	﹤0.01%	1862
2022 Q4	$1K	Hold	3	–	–	﹤0.01%	1888
2022 Q3	$1K	Hold	3	–	–	﹤0.01%	1812
2022 Q2	$1K	Sell	3 -52	-95%	-$9.59K	﹤0.01%	1748
2022 Q1	$11K	Buy	55 +43	+358%	+$8.77K	0.01%	1280
2021 Q4	$3K	Buy	+12	New	+$2.71K	﹤0.01%	1475

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

Covestor's IWM Position: Q2 2026 in Review

Covestor held its iShares Russell 2000 ETF (IWM) position steady in Q2 2026 at 5 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #1975.

Covestor first reported a position in IWM in Q4 2021 and has held it in 19 quarters since. The position peaked at $11K in Q1 2022. 2,734 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Covestor held 5 shares of iShares Russell 2000 ETF worth $2K as of Q2 2026.
Covestor left its iShares Russell 2000 ETF share count unchanged in Q2 2026.
iShares Russell 2000 ETF made up ﹤0.01% of Covestor's portfolio in Q2 2026, its #1975 holding.
Covestor first reported a position in iShares Russell 2000 ETF in Q4 2021 and has held it in 19 quarters since.
Covestor's iShares Russell 2000 ETF position peaked at $11K in Q1 2022.
2,734 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Covestor's 13F filing for Q2 2026, filed 7 Aug 2026.