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Ellevest Inc’s iShares Russell 2000 ETF IWM Stock Holding History

Ellevest Inc’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 		$436K Sell
1,451
-61
-4% -$17.1K 0.05% 287
2026
Q1 		$375K Hold
1,512
– – 0.05% 283
2025
Q4 		$372K Sell
1,512
-184
-11% -$45.2K 0.05% 283
2025
Q3 		$410K Hold
1,696
– – 0.06% 262
2025
Q2 		$366K Sell
1,696
-21
-1% -$4.23K 0.06% 258
2025
Q1 		$343K Sell
1,717
-264
-13% -$57.3K 0.02% 261
2024
Q4 		$438K Sell
1,981
-551
-22% -$126K 0.03% 228
2024
Q3 		$559K Sell
2,532
-506
-17% -$108K 0.03% 190
2024
Q2 		$616K Buy
3,038
+425
+16% +$85.9K 0.04% 166
2024
Q1 		$550K Hold
2,613
– – 0.03% 178
2023
Q4 		$525K Hold
2,613
– – 0.04% 170
2023
Q3 		$462K Buy
2,613
+468
+22% +$87.9K 0.04% 170
2023
Q2 		$402K Buy
2,145
+232
+12% +$41.4K 0.03% 205
2023
Q1 		$341K Hold
1,913
– – 0.03% 214
2022
Q4 		$334K Sell
1,913
-173
-8% -$30.8K 0.03% 208
2022
Q3 		$344K Buy
2,086
+178
+9% +$32.5K 0.03% 159
2022
Q2 		$323K Buy
1,908
+1
+0.1% +$184 0.03% 179
2022
Q1 		$391K Sell
1,907
-24
-1% -$4.9K 0.03% 176
2021
Q4 		$430K Buy
1,931
+28
+1% +$6.33K 0.04% 140
2021
Q3 		$416K Hold
1,903
– – 0.04% 115
2021
Q2 		$436K Buy
1,903
+236
+14% +$53.1K 0.04% 106
2021
Q1 		$368K Buy
1,667
+100
+6% +$21.8K 0.04% 100
2020
Q4 		$307K Sell
1,567
-71
-4% -$12.4K 0.04% 101
2020
Q3 		$245K Sell
1,638
-194
-11% -$29.2K 0.04% 111
2020
Q2 		$262K Buy
1,832
+35
+2% +$4.59K 0.06% 92
2020
Q1 		$206K Buy
1,797
+76
+4% +$11.3K 0.06% 91
2019
Q4 		$285K Sell
1,721
-10
-0.6% -$1.58K 0.08% 51
2019
Q3 		$262K Hold
1,731
– – 0.09% 44
2019
Q2 		$269K Sell
1,731
-347
-17% -$53.5K 0.11% 40
2019
Q1 		$318K Sell
2,078
-1,476
-42% -$222K 0.15% 33
2018
Q4 		$476K Buy
+3,554
New +$530K 0.24% 39

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Treasurer of the State of North Carolina
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
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Ellevest Inc's IWM Position: Q2 2026 in Review

Ellevest Inc reduced its iShares Russell 2000 ETF (IWM) stake by 4% in Q2 2026, selling an estimated $17.1K and leaving 1,451 shares worth $436K. The position accounts for 0.05% of the portfolio, ranked #287.

Ellevest Inc first reported a position in IWM in Q4 2018 and has held it in 31 quarters since. The position peaked at $616K in Q2 2024. 2,725 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Ellevest Inc held 1,451 shares of iShares Russell 2000 ETF worth $436K as of Q2 2026.
  • Ellevest Inc sold 61 iShares Russell 2000 ETF shares in Q2 2026, an estimated $17.1K.
  • iShares Russell 2000 ETF made up 0.05% of Ellevest Inc's portfolio in Q2 2026, its #287 holding.
  • Ellevest Inc first reported a position in iShares Russell 2000 ETF in Q4 2018 and has held it in 31 quarters since.
  • Ellevest Inc's iShares Russell 2000 ETF position peaked at $616K in Q2 2024.
  • 2,725 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Ellevest Inc's 13F filing for Q2 2026, filed 10 Aug 2026.