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Evernest Financial Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

Evernest Financial Advisors’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 		$2.08M Buy
6,915
+1
+0% +$281 0.43% 38
2026
Q1 		$1.92M Buy
6,914
+1
+0% +$258 0.4% 37
2025
Q4 		$1.85M Sell
6,913
-2,799
-29% -$688K 0.39% 39
2025
Q3 		$2.35M Buy
9,712
+1
+0% +$229 0.66% 33
2025
Q2 		$2.1M Buy
9,711
+3,246
+50% +$653K 0.68% 31
2025
Q1 		$1.29M Buy
6,465
+1
+0% +$217 0.46% 47
2024
Q4 		$1.43M Sell
6,464
-311
-5% -$70.9K 0.37% 48
2024
Q3 		$1.5M Buy
6,775
+2,784
+70% +$596K 0.4% 40
2024
Q2 		$810K Sell
3,991
-55
-1% -$11.1K 0.36% 61
2024
Q1 		$781K Buy
+4,046
New +$807K 0.37% 59

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

Evernest Financial Advisors's IWM Position: Q2 2026 in Review

Evernest Financial Advisors increased its iShares Russell 2000 ETF (IWM) stake by 0.01% in Q2 2026, buying an estimated $281 and bringing the position to 6,915 shares worth $2.08M. The position accounts for 0.43% of the portfolio, ranked #38.

Evernest Financial Advisors first reported a position in IWM in Q1 2024 and has held it in 10 quarters since. The position peaked at $2.35M in Q3 2025. 2,730 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Evernest Financial Advisors held 6,915 shares of iShares Russell 2000 ETF worth $2.08M as of Q2 2026.
  • Evernest Financial Advisors bought 1 iShares Russell 2000 ETF share in Q2 2026, an estimated $281.
  • iShares Russell 2000 ETF made up 0.43% of Evernest Financial Advisors's portfolio in Q2 2026, its #38 holding.
  • Evernest Financial Advisors first reported a position in iShares Russell 2000 ETF in Q1 2024 and has held it in 10 quarters since.
  • Evernest Financial Advisors's iShares Russell 2000 ETF position peaked at $2.35M in Q3 2025.
  • 2,730 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Evernest Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.