Endeavor Private Wealth’s iShares Russell 2000 ETF IWM Stock Holding History

Endeavor Private Wealth’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	$771K	Sell	2,565 -201	-7%	-$56.5K	0.19%	99
2026 Q1	$690K	Sell	2,766 -198	-7%	-$51.1K	0.2%	96
2025 Q4	$730K	Sell	2,964 -243	-8%	-$59.7K	0.21%	91
2025 Q3	$776K	Buy	3,207 +1,305	+69%	+$299K	0.24%	85
2025 Q2	$410K	Sell	1,902 -563	-23%	-$113K	0.19%	86
2025 Q1	$492K	Buy	2,465 +2,456	+27,289%	+$533K	0.27%	76
2024 Q4	$1.99K	Buy	+9	New	+$2.05K	﹤0.01%	179

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

Endeavor Private Wealth's IWM Position: Q2 2026 in Review

Endeavor Private Wealth reduced its iShares Russell 2000 ETF (IWM) stake by 7.3% in Q2 2026, selling an estimated $56.5K and leaving 2,565 shares worth $771K. The position accounts for 0.19% of the portfolio, ranked #99.

Endeavor Private Wealth first reported a position in IWM in Q4 2024 and has held it in 7 quarters since. The position peaked at $776K in Q3 2025. 2,737 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Endeavor Private Wealth held 2,565 shares of iShares Russell 2000 ETF worth $771K as of Q2 2026.
Endeavor Private Wealth sold 201 iShares Russell 2000 ETF shares in Q2 2026, an estimated $56.5K.
iShares Russell 2000 ETF made up 0.19% of Endeavor Private Wealth's portfolio in Q2 2026, its #99 holding.
Endeavor Private Wealth first reported a position in iShares Russell 2000 ETF in Q4 2024 and has held it in 7 quarters since.
Endeavor Private Wealth's iShares Russell 2000 ETF position peaked at $776K in Q3 2025.
2,737 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Endeavor Private Wealth's 13F filing for Q2 2026, filed 14 Aug 2026.