Dynamic Wealth Strategies’s iShares Russell 2000 ETF IWM Stock Holding History

Dynamic Wealth Strategies’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	$203K	Sell	676 -3	-0.4%	-$843	0.11%	80
2026 Q1	$168K	Sell	679 -16	-2%	-$4.13K	0.1%	91
2025 Q4	$171K	Hold	695	–	–	0.1%	89
2025 Q3	$168K	Sell	695 -5	-0.7%	-$1.15K	0.11%	81
2025 Q2	$151K	Buy	700 +9	+1%	+$1.81K	0.11%	82
2025 Q1	$138K	Buy	+691	New	+$150K	0.11%	86
2024 Q4	–	Sell	-653	Closed	-$144K	–	150
2024 Q3	$144K	Sell	653 -28	-4%	-$5.99K	0.12%	87
2024 Q2	$138K	Sell	681 -3	-0.4%	-$606	0.12%	84
2024 Q1	$144K	Hold	684	–	–	0.12%	84
2023 Q4	$137K	Buy	+684	New	+$123K	0.13%	78

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

Dynamic Wealth Strategies's IWM Position: Q2 2026 in Review

Dynamic Wealth Strategies reduced its iShares Russell 2000 ETF (IWM) stake by 0.44% in Q2 2026, selling an estimated $843 and leaving 676 shares worth $203K. The position accounts for 0.11% of the portfolio, ranked #80.

Dynamic Wealth Strategies first reported a position in IWM in Q4 2023 and has held it in 10 quarters since. 2,730 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Dynamic Wealth Strategies held 676 shares of iShares Russell 2000 ETF worth $203K as of Q2 2026.
Dynamic Wealth Strategies sold 3 iShares Russell 2000 ETF shares in Q2 2026, an estimated $843.
iShares Russell 2000 ETF made up 0.11% of Dynamic Wealth Strategies's portfolio in Q2 2026, its #80 holding.
Dynamic Wealth Strategies first reported a position in iShares Russell 2000 ETF in Q4 2023 and has held it in 10 quarters since.
2,730 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Dynamic Wealth Strategies's 13F filing for Q2 2026, filed 23 Jul 2026.