Fairman Group’s iShares Russell 2000 ETF IWM Stock Holding History

Fairman Group’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	$297K	Buy	988 +2	+0.2%	+$562	0.23%	51
2026 Q1	$244K	Buy	986 +2	+0.2%	+$516	0.21%	52
2025 Q4	$242K	Buy	984 +3	+0.3%	+$738	0.19%	50
2025 Q3	$237K	Sell	981 -142	-13%	-$32.6K	0.19%	51
2025 Q2	$242K	Sell	1,123 -8	-0.7%	-$1.61K	0.2%	47
2025 Q1	$249K	Buy	1,131 +2	+0.2%	+$434	0.23%	48
2024 Q4	$249K	Buy	1,129 +3	+0.3%	+$684	0.21%	50
2024 Q3	$249K	Sell	1,126 -116	-9%	-$24.8K	0.22%	51
2024 Q2	$252K	Buy	1,242 +14	+1%	+$2.83K	0.26%	50
2024 Q1	$258K	Buy	1,228 +25	+2%	+$4.99K	0.24%	42
2023 Q4	$241K	Buy	+1,203	New	+$216K	0.23%	43

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

Fairman Group's IWM Position: Q2 2026 in Review

Fairman Group increased its iShares Russell 2000 ETF (IWM) stake by 0.2% in Q2 2026, buying an estimated $562 and bringing the position to 988 shares worth $297K. The position accounts for 0.23% of the portfolio, ranked #51.

Fairman Group first reported a position in IWM in Q4 2023 and has held it in 11 quarters since. 2,737 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Fairman Group held 988 shares of iShares Russell 2000 ETF worth $297K as of Q2 2026.
Fairman Group bought 2 iShares Russell 2000 ETF shares in Q2 2026, an estimated $562.
iShares Russell 2000 ETF made up 0.23% of Fairman Group's portfolio in Q2 2026, its #51 holding.
Fairman Group first reported a position in iShares Russell 2000 ETF in Q4 2023 and has held it in 11 quarters since.
2,737 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Fairman Group's 13F filing for Q2 2026, filed 4 Aug 2026.