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

Cura 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	$277K	Hold	921	–	–	0.12%	105
2026 Q1	$228K	Hold	921	–	–	0.1%	107
2025 Q4	$227K	Hold	921	–	–	0.09%	121
2025 Q3	$223K	Buy	+921	New	+$211K	0.09%	110
2025 Q2	–	Sell	-1,121	Closed	-$224K	–	129
2025 Q1	$224K	Sell	1,121 -600	-35%	-$130K	0.09%	94
2024 Q4	$380K	Buy	+1,721	New	+$392K	0.17%	62

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

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

Cura Wealth Advisors held its iShares Russell 2000 ETF (IWM) position steady in Q2 2026 at 921 shares worth $277K. The position accounts for 0.12% of the portfolio, ranked #105.

Cura Wealth Advisors first reported a position in IWM in Q4 2024 and has held it in 6 quarters since. The position peaked at $380K in Q4 2024. 2,727 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Cura Wealth Advisors held 921 shares of iShares Russell 2000 ETF worth $277K as of Q2 2026.
Cura Wealth Advisors left its iShares Russell 2000 ETF share count unchanged in Q2 2026.
iShares Russell 2000 ETF made up 0.12% of Cura Wealth Advisors's portfolio in Q2 2026, its #105 holding.
Cura Wealth Advisors first reported a position in iShares Russell 2000 ETF in Q4 2024 and has held it in 6 quarters since.
Cura Wealth Advisors's iShares Russell 2000 ETF position peaked at $380K in Q4 2024.
2,727 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Cura Wealth Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.