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

Delos 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	$3.49M	Buy	11,620 +422	+4%	+$119K	1.79%	26
2026 Q1	$2.78M	Buy	11,198 +1,924	+21%	+$496K	1.59%	25
2025 Q4	$2.28M	Buy	9,274 +321	+4%	+$78.9K	1.51%	30
2025 Q3	$2.17M	Buy	8,953 +1,562	+21%	+$358K	1.46%	30
2025 Q2	$1.59M	Sell	7,391 -442	-6%	-$88.9K	1.24%	31
2025 Q1	$1.56M	Buy	7,833 +133	+2%	+$28.9K	1.24%	31
2024 Q4	$1.7M	Buy	7,700 +1,560	+25%	+$356K	1.36%	29
2024 Q3	$1.36M	Buy	6,140 +797	+15%	+$171K	1.18%	32
2024 Q2	$1.08M	Buy	5,343 +1,666	+45%	+$337K	1.05%	33
2024 Q1	$773K	Buy	+3,677	New	+$734K	0.87%	34
2021 Q3	–	Sell	-5	Closed	-$1K	–	236
2021 Q2	$1K	Buy	+5	New	+$1.12K	﹤0.01%	167

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

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

Delos Wealth Advisors increased its iShares Russell 2000 ETF (IWM) stake by 3.8% in Q2 2026, buying an estimated $119K and bringing the position to 11,620 shares worth $3.49M. The position accounts for 1.79% of the portfolio, ranked #26.

Delos Wealth Advisors first reported a position in IWM in Q2 2021 and has held it in 11 quarters since. 2,730 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Delos Wealth Advisors held 11,620 shares of iShares Russell 2000 ETF worth $3.49M as of Q2 2026.
Delos Wealth Advisors bought 422 iShares Russell 2000 ETF shares in Q2 2026, an estimated $119K.
iShares Russell 2000 ETF made up 1.79% of Delos Wealth Advisors's portfolio in Q2 2026, its #26 holding.
Delos Wealth Advisors first reported a position in iShares Russell 2000 ETF in Q2 2021 and has held it in 11 quarters since.
2,730 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Delos Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.