Diversified Enterprises’s iShares Russell 2000 ETF IWM Stock Holding History

Diversified Enterprises’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	$3.93M	Sell	13,073 -433	-3%	-$122K	0.19%	54
2026 Q1	$3.35M	Sell	13,506 -237	-2%	-$61.1K	0.18%	59
2025 Q4	$3.38M	Buy	13,743 +1,556	+13%	+$383K	0.2%	52
2025 Q3	$2.95M	Sell	12,187 -61	-0.5%	-$14K	0.2%	51
2025 Q2	$2.64M	Sell	12,248 -2,094	-15%	-$421K	0.2%	51
2025 Q1	$2.86M	Buy	14,342 +224	+2%	+$48.6K	0.24%	44
2024 Q4	$3.12M	Sell	14,118 -292,399	-95%	-$66.7M	0.3%	30
2024 Q3	$67.7M	Buy	+306,517	New	+$65.6M	7.43%	3

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

Diversified Enterprises's IWM Position: Q2 2026 in Review

Diversified Enterprises reduced its iShares Russell 2000 ETF (IWM) stake by 3.2% in Q2 2026, selling an estimated $122K and leaving 13,073 shares worth $3.93M. The position accounts for 0.19% of the portfolio, ranked #54.

Diversified Enterprises first reported a position in IWM in Q3 2024 and has held it in 8 quarters since. The position peaked at $67.7M in Q3 2024. 2,734 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Diversified Enterprises held 13,073 shares of iShares Russell 2000 ETF worth $3.93M as of Q2 2026.
Diversified Enterprises sold 433 iShares Russell 2000 ETF shares in Q2 2026, an estimated $122K.
iShares Russell 2000 ETF made up 0.19% of Diversified Enterprises's portfolio in Q2 2026, its #54 holding.
Diversified Enterprises first reported a position in iShares Russell 2000 ETF in Q3 2024 and has held it in 8 quarters since.
Diversified Enterprises's iShares Russell 2000 ETF position peaked at $67.7M in Q3 2024.
2,734 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Diversified Enterprises's 13F filing for Q2 2026, filed 31 Jul 2026.