DecisionPoint Financial’s iShares Russell 2000 ETF IWM Stock Holding History

DecisionPoint Financial’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	$94.6K	Buy	316 +49	+18%	+$13.8K	0.02%	79
2026 Q1	$66.2K	Hold	267	–	–	0.01%	77
2025 Q4	$65.7K	Buy	267 +228	+585%	+$56.1K	0.01%	77
2025 Q3	$9.46K	Hold	39	–	–	﹤0.01%	143
2025 Q2	$8.5K	Sell	39 -25	-39%	-$5.03K	﹤0.01%	150
2025 Q1	$12.8K	Sell	64 -137	-68%	-$29.7K	﹤0.01%	146
2024 Q4	$44.4K	Sell	201 -7	-3%	-$1.6K	0.01%	88
2024 Q3	$45.9K	Hold	208	–	–	0.01%	86
2024 Q2	$46.6K	Hold	208	–	–	0.02%	84
2024 Q1	$41.3K	Hold	208	–	–	0.02%	90
2023 Q4	$41.7K	Hold	208	–	–	0.02%	80
2023 Q3	$36.8K	Hold	208	–	–	0.02%	78
2023 Q2	$39K	Hold	208	–	–	0.02%	76
2023 Q1	$37.1K	Hold	208	–	–	0.02%	72
2022 Q4	$36.3K	Buy	+208	New	+$37K	0.02%	68

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

DecisionPoint Financial's IWM Position: Q2 2026 in Review

DecisionPoint Financial increased its iShares Russell 2000 ETF (IWM) stake by 18% in Q2 2026, buying an estimated $13.8K and bringing the position to 316 shares worth $94.6K. The position accounts for 0.02% of the portfolio, ranked #79.

DecisionPoint Financial first reported a position in IWM in Q4 2022 and has held it in 15 quarters since. 2,734 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

DecisionPoint Financial held 316 shares of iShares Russell 2000 ETF worth $94.6K as of Q2 2026.
DecisionPoint Financial bought 49 iShares Russell 2000 ETF shares in Q2 2026, an estimated $13.8K.
iShares Russell 2000 ETF made up 0.02% of DecisionPoint Financial's portfolio in Q2 2026, its #79 holding.
DecisionPoint Financial first reported a position in iShares Russell 2000 ETF in Q4 2022 and has held it in 15 quarters since.
2,734 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on DecisionPoint Financial's 13F filing for Q2 2026, filed 5 Aug 2026.