CVA Family Office’s iShares Russell 2000 ETF IWM Stock Holding History

CVA Family Office’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	$282K	Buy	939 +3	+0.3%	+$843	0.03%	283
2026 Q1	$232K	Hold	936	–	–	0.02%	301
2025 Q4	$230K	Hold	936	–	–	0.03%	277
2025 Q3	$227K	Buy	936 +1	+0.1%	+$229	0.03%	270
2025 Q2	$202K	Hold	935	–	–	0.03%	290
2025 Q1	$186K	Sell	935 -118	-11%	-$25.6K	0.03%	287
2024 Q4	$233K	Buy	1,053 +1	+0.1%	+$228	0.04%	249
2024 Q3	$232K	Buy	1,052 +1	+0.1%	+$214	0.04%	233
2024 Q2	$213K	Buy	1,051 +1	+0.1%	+$202	0.04%	229
2024 Q1	$221K	Hold	1,050	–	–	0.04%	227
2023 Q4	$211K	Sell	1,050 -347	-25%	-$62.2K	0.04%	230
2023 Q3	$247K	Hold	1,397	–	–	0.06%	188
2023 Q2	$262K	Hold	1,397	–	–	0.05%	184
2023 Q1	$249K	Buy	1,397 +1	+0.1%	+$184	0.06%	190
2022 Q4	$243K	Buy	1,396 +3	+0.2%	+$534	0.06%	175
2022 Q3	$230K	Hold	1,393	–	–	0.06%	159
2022 Q2	$236K	Buy	1,393 +1	+0.1%	+$184	0.06%	153
2022 Q1	$286K	Buy	1,392 +1	+0.1%	+$204	0.07%	145
2021 Q4	$310K	Buy	1,391 +3	+0.2%	+$678	0.08%	131
2021 Q3	$208K	Sell	1,388 -2	-0.1%	-$443	0.15%	89
2021 Q2	$319K	Buy	1,390 +1	+0.1%	+$225	0.09%	121
2021 Q1	$307K	Hold	1,389	–	–	0.12%	106
2020 Q4	$272K	Buy	1,389 +1	+0.1%	+$175	0.17%	89
2020 Q3	$208K	Buy	1,388 +1	+0.1%	+$150	0.15%	89
2020 Q2	$199K	Buy	1,387 +2	+0.1%	+$262	0.16%	84
2020 Q1	$159K	Hold	1,385	–	–	0.16%	81
2019 Q4	$229K	Buy	+1,385	New	+$219K	0.21%	72

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

CVA Family Office's IWM Position: Q2 2026 in Review

CVA Family Office increased its iShares Russell 2000 ETF (IWM) stake by 0.32% in Q2 2026, buying an estimated $843 and bringing the position to 939 shares worth $282K. The position accounts for 0.03% of the portfolio, ranked #283.

CVA Family Office first reported a position in IWM in Q4 2019 and has held it in 27 quarters since. The position peaked at $319K in Q2 2021. 2,740 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

CVA Family Office held 939 shares of iShares Russell 2000 ETF worth $282K as of Q2 2026.
CVA Family Office bought 3 iShares Russell 2000 ETF shares in Q2 2026, an estimated $843.
iShares Russell 2000 ETF made up 0.03% of CVA Family Office's portfolio in Q2 2026, its #283 holding.
CVA Family Office first reported a position in iShares Russell 2000 ETF in Q4 2019 and has held it in 27 quarters since.
CVA Family Office's iShares Russell 2000 ETF position peaked at $319K in Q2 2021.
2,740 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on CVA Family Office's 13F filing for Q2 2026, filed 7 Aug 2026.