Faithward Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

Faithward 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	$232K	Buy	+772	New	+$217K	0.03%	309
2024 Q1	–	Sell	-571	Closed	-$110K	–	280
2023 Q4	$110K	Buy	571 +13	+2%	+$2.33K	0.02%	177
2023 Q3	$94.4K	Sell	558 -80	-13%	-$15K	0.02%	170
2023 Q2	$122K	Sell	638 -1,494	-70%	-$266K	0.03%	174
2023 Q1	$369K	Buy	2,132 +1,034	+94%	+$190K	0.08%	132
2022 Q4	$191K	Buy	1,098 +572	+109%	+$102K	0.04%	145
2022 Q3	$87K	Hold	526	–	–	0.02%	147
2022 Q2	$90K	Sell	526 -11	-2%	-$2.03K	0.02%	167
2022 Q1	$110K	Hold	537	–	–	0.02%	174
2021 Q4	$120K	Buy	537 +16	+3%	+$3.62K	0.02%	171
2021 Q3	$114K	Buy	521 +510	+4,636%	+$113K	0.02%	184
2021 Q2	$3K	Sell	11 -100	-90%	-$22.5K	﹤0.01%	256
2021 Q1	$25K	Buy	+111	New	+$24.2K	0.01%	208
2020 Q4	–	Sell	-11	Closed	-$2K	–	172
2020 Q3	$2K	Sell	11 -92	-89%	-$13.8K	﹤0.01%	210
2020 Q2	$15K	Buy	103 +82	+390%	+$10.8K	﹤0.01%	183
2020 Q1	$2K	Sell	21 -41	-66%	-$6.11K	﹤0.01%	232
2019 Q4	$10K	Buy	+62	New	+$9.8K	﹤0.01%	226

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

Faithward Advisors's IWM Position: Q2 2026 in Review

Faithward Advisors opened a new position in iShares Russell 2000 ETF (IWM) in Q2 2026: 772 shares worth $232K. The stake represents 0.03% of the portfolio and ranks #309 among its holdings. This is a return to the name: Faithward Advisors previously reported a position in IWM as recently as Q4 2023.

Faithward Advisors first reported a position in IWM in Q4 2019 and has held it in 17 quarters since. The position peaked at $369K in Q1 2023. 2,730 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Faithward Advisors held 772 shares of iShares Russell 2000 ETF worth $232K as of Q2 2026.
iShares Russell 2000 ETF was a new Faithward Advisors position in Q2 2026.
iShares Russell 2000 ETF made up 0.03% of Faithward Advisors's portfolio in Q2 2026, its #309 holding.
Faithward Advisors first reported a position in iShares Russell 2000 ETF in Q4 2019 and has held it in 17 quarters since.
Faithward Advisors's iShares Russell 2000 ETF position peaked at $369K in Q1 2023.
2,730 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Faithward Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.