Elmwood Wealth Management’s iShares Russell 2000 ETF IWM Stock Holding History

Elmwood Wealth Management’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	$323K	Sell	1,075 -72	-6%	-$20.2K	0.08%	158
2026 Q1	$284K	Buy	1,147 +18	+2%	+$4.64K	0.08%	159
2025 Q4	$278K	Buy	+1,129	New	+$278K	0.09%	149
2022 Q1	–	Sell	-425	Closed	-$95K	–	210
2021 Q4	$95K	Buy	+425	New	+$96K	0.05%	152
2021 Q2	$97K	Hold	425	–	–	0.05%	142
2021 Q1	$94K	Buy	+425	New	+$92.8K	0.06%	134
2020 Q3	$61K	Hold	425	–	–	0.05%	121
2020 Q2	$61K	Hold	425	–	–	0.05%	121
2020 Q1	$64.5K	Buy	+425	New	+$63.4K	0.06%	115
2019 Q4	–	Sell	-466	Closed	-$71K	–	168
2019 Q3	$71K	Hold	466	–	–	0.07%	104
2019 Q2	$72K	Sell	466 -40	-8%	-$6.17K	0.06%	115
2019 Q1	$77K	Buy	506 +40	+9%	+$6.01K	0.07%	108
2018 Q4	$62K	Buy	466 +41	+10%	+$6.12K	0.06%	120
2018 Q3	$71.6K	Hold	425	–	–	0.06%	122
2018 Q2	$69.6K	Hold	425	–	–	0.06%	117
2018 Q1	$64.5K	Buy	+425	New	+$65.6K	0.06%	115

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

Elmwood Wealth Management's IWM Position: Q2 2026 in Review

Elmwood Wealth Management reduced its iShares Russell 2000 ETF (IWM) stake by 6.3% in Q2 2026, selling an estimated $20.2K and leaving 1,075 shares worth $323K. The position accounts for 0.08% of the portfolio, ranked #158.

Elmwood Wealth Management first reported a position in IWM in Q1 2018 and has held it in 16 quarters since. 2,740 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Elmwood Wealth Management held 1,075 shares of iShares Russell 2000 ETF worth $323K as of Q2 2026.
Elmwood Wealth Management sold 72 iShares Russell 2000 ETF shares in Q2 2026, an estimated $20.2K.
iShares Russell 2000 ETF made up 0.08% of Elmwood Wealth Management's portfolio in Q2 2026, its #158 holding.
Elmwood Wealth Management first reported a position in iShares Russell 2000 ETF in Q1 2018 and has held it in 16 quarters since.
2,740 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Elmwood Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.