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

Fiducient 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 		$3.77M Sell
12,546
-1,625
-11% -$457K 0.54% 36
2026
Q1 		$3.51M Buy
14,171
+7,526
+113% +$1.94M 0.46% 39
2025
Q4 		$1.64M Sell
6,645
-1,463
-18% -$360K 0.2% 69
2025
Q3 		$1.96M Buy
8,108
+1,585
+24% +$364K 0.23% 53
2025
Q2 		$1.41M Buy
6,523
+118
+2% +$23.7K 0.17% 70
2025
Q1 		$1.28M Sell
6,405
-31
-0.5% -$6.72K 0.16% 67
2024
Q4 		$1.42M Sell
6,436
-2,095
-25% -$478K 0.18% 50
2024
Q3 		$1.88M Buy
8,531
+1,758
+26% +$376K 0.22% 43
2024
Q2 		$1.37M Buy
6,773
+1,825
+37% +$369K 0.19% 45
2024
Q1 		$1.04M Sell
4,948
-88
-2% -$17.6K 0.21% 52
2023
Q4 		$1.01M Buy
5,036
+3,532
+235% +$633K 0.19% 42
2023
Q3 		$267K Buy
+1,504
New +$282K 0.02% 98
2021
Q2 		– Sell
-1,069
Closed -$236K – 85
2021
Q1 		$236K Sell
1,069
-969
-48% -$212K 0.08% 75
2020
Q4 		$400K Buy
2,038
+56
+3% +$9.8K 0.15% 45
2020
Q3 		$297K Sell
1,982
-310
-14% -$46.6K 0.17% 17
2020
Q2 		$328K Sell
2,292
-4,784
-68% -$628K 0.2% 16
2020
Q1 		$810K Buy
7,076
+3,192
+82% +$476K 0.48% 13
2019
Q4 		$643K Sell
3,884
-55
-1% -$8.69K 0.35% 13
2019
Q3 		$596K Buy
3,939
+188
+5% +$28.7K 0.34% 13
2019
Q2 		$583K Sell
3,751
-14,521
-79% -$2.24M 0.35% 13
2019
Q1 		$2.8M Buy
18,272
+4,270
+30% +$642K 1.38% 10
2018
Q4 		$1.88M Buy
14,002
+1,563
+13% +$233K 1.08% 11
2018
Q3 		$2.1M Sell
12,439
-9
-0.1% -$1.52K 1.05% 11
2018
Q2 		$2.04M Buy
12,448
+56
+0.5% +$8.96K 1.03% 11
2018
Q1 		$1.88M Buy
+12,392
New +$1.91M 0.96% 12

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

Fiducient Advisors's IWM Position: Q2 2026 in Review

Fiducient Advisors reduced its iShares Russell 2000 ETF (IWM) stake by 11% in Q2 2026, selling an estimated $457K and leaving 12,546 shares worth $3.77M. The position accounts for 0.54% of the portfolio, ranked #36.

Fiducient Advisors first reported a position in IWM in Q1 2018 and has held it in 25 quarters since. 2,734 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Fiducient Advisors held 12,546 shares of iShares Russell 2000 ETF worth $3.77M as of Q2 2026.
  • Fiducient Advisors sold 1,625 iShares Russell 2000 ETF shares in Q2 2026, an estimated $457K.
  • iShares Russell 2000 ETF made up 0.54% of Fiducient Advisors's portfolio in Q2 2026, its #36 holding.
  • Fiducient Advisors first reported a position in iShares Russell 2000 ETF in Q1 2018 and has held it in 25 quarters since.
  • 2,734 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Fiducient Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.