Family Management’s iShares Russell 2000 ETF IWM Stock Holding History

Family 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	$14.7K	Hold	49	–	–	﹤0.01%	309
2026 Q1	$12.2K	Hold	49	–	–	﹤0.01%	291
2025 Q4	$12.1K	Hold	49	–	–	﹤0.01%	272
2025 Q3	$11.9K	Hold	49	–	–	﹤0.01%	250
2025 Q2	$10.6K	Hold	49	–	–	﹤0.01%	221
2025 Q1	$9.78K	Sell	49 -110	-69%	-$23.9K	﹤0.01%	205
2024 Q4	$35.1K	Buy	159 +110	+224%	+$25.1K	0.01%	179
2024 Q3	$10.8K	Hold	49	–	–	﹤0.01%	186
2024 Q2	$9.94K	Sell	49 -200	-80%	-$40.4K	﹤0.01%	170
2024 Q1	$52.4K	Buy	+249	New	+$49.7K	0.01%	159
2023 Q4	–	Sell	-2,919	Closed	-$516K	–	171
2023 Q3	$516K	Hold	2,919	–	–	0.12%	76
2023 Q2	$547K	Buy	+2,919	New	+$520K	0.12%	76
2023 Q1	–	Sell	-1,854	Closed	-$323K	–	162
2022 Q4	$323K	Buy	+1,854	New	+$330K	0.08%	105
2020 Q1	–	Sell	-84	Closed	-$14K	–	176
2019 Q4	$14K	Hold	84	–	–	﹤0.01%	179
2019 Q3	$13K	Sell	84 -84	-50%	-$12.8K	﹤0.01%	177
2019 Q2	$26K	Buy	+168	New	+$25.9K	0.01%	167

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

Family Management's IWM Position: Q2 2026 in Review

Family Management held its iShares Russell 2000 ETF (IWM) position steady in Q2 2026 at 49 shares worth $14.7K. The position accounts for ﹤0.01% of the portfolio, ranked #309.

Family Management first reported a position in IWM in Q2 2019 and has held it in 16 quarters since. The position peaked at $547K in Q2 2023. 2,727 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Family Management held 49 shares of iShares Russell 2000 ETF worth $14.7K as of Q2 2026.
Family Management left its iShares Russell 2000 ETF share count unchanged in Q2 2026.
iShares Russell 2000 ETF made up ﹤0.01% of Family Management's portfolio in Q2 2026, its #309 holding.
Family Management first reported a position in iShares Russell 2000 ETF in Q2 2019 and has held it in 16 quarters since.
Family Management's iShares Russell 2000 ETF position peaked at $547K in Q2 2023.
2,727 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Family Management's 13F filing for Q2 2026, filed 14 Aug 2026.