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

Dunhill 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	$401K	Hold	1,334	–	–	0.08%	97
2026 Q1	$331K	Hold	1,334	–	–	0.08%	102
2025 Q4	$328K	Sell	1,334 -135	-9%	-$33.2K	0.08%	88
2025 Q3	$355K	Buy	1,469 +1	+0.1%	+$229	0.09%	80
2025 Q2	$317K	Buy	1,468 +100	+7%	+$20.1K	0.09%	81
2025 Q1	$273K	Sell	1,368 -288	-17%	-$62.5K	0.12%	75
2024 Q4	$366K	Buy	1,656 +435	+36%	+$99.2K	0.17%	51
2024 Q3	$270K	Buy	1,221 +477	+64%	+$102K	0.14%	58
2024 Q2	$151K	Hold	744	–	–	0.09%	88
2024 Q1	$156K	Hold	744	–	–	0.12%	59
2023 Q4	$149K	Buy	+744	New	+$133K	0.14%	51
2023 Q3	–	Sell	-802	Closed	-$148K	–	80
2023 Q2	$148K	Buy	+802	New	+$143K	0.1%	70

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

Dunhill Financial's IWM Position: Q2 2026 in Review

Dunhill Financial held its iShares Russell 2000 ETF (IWM) position steady in Q2 2026 at 1,334 shares worth $401K. The position accounts for 0.08% of the portfolio, ranked #97.

Dunhill Financial first reported a position in IWM in Q2 2023 and has held it in 12 quarters since. 2,737 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Dunhill Financial held 1,334 shares of iShares Russell 2000 ETF worth $401K as of Q2 2026.
Dunhill Financial left its iShares Russell 2000 ETF share count unchanged in Q2 2026.
iShares Russell 2000 ETF made up 0.08% of Dunhill Financial's portfolio in Q2 2026, its #97 holding.
Dunhill Financial first reported a position in iShares Russell 2000 ETF in Q2 2023 and has held it in 12 quarters since.
2,737 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Dunhill Financial's 13F filing for Q2 2026, filed 7 Aug 2026.