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

Financial Engines 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 		$8.21M Sell
27,318
-450
-2% -$126K 0.01% 117
2026
Q1 		$6.89M Sell
27,768
-1,292
-4% -$333K 0.01% 118
2025
Q4 		$7.15M Sell
29,060
-1,106
-4% -$272K 0.01% 124
2025
Q3 		$7.3M Sell
30,166
-48
-0.2% -$11K 0.01% 119
2025
Q2 		$6.52M Buy
30,214
+1,060
+4% +$213K 0.01% 121
2025
Q1 		$5.82M Sell
29,154
-2,101
-7% -$456K 0.01% 121
2024
Q4 		$6.91M Sell
31,255
-3,712
-11% -$846K 0.01% 115
2024
Q3 		$7.72M Buy
34,967
+141
+0.4% +$30.2K 0.02% 97
2024
Q2 		$7.07M Buy
34,826
+765
+2% +$155K 0.02% 98
2024
Q1 		$7.16M Sell
34,061
-5,939
-15% -$1.18M 0.02% 91
2023
Q4 		$8.03M Buy
40,000
+21,768
+119% +$3.9M 0.02% 84
2023
Q3 		$3.24M Sell
18,232
-1,099
-6% -$206K 0.01% 102
2023
Q2 		$3.62M Sell
19,331
-7,753
-29% -$1.38M 0.01% 102
2023
Q1 		$4.83M Sell
27,084
-4,165
-13% -$767K 0.01% 92
2022
Q4 		$5.45M Buy
31,249
+15,565
+99% +$2.77M 0.02% 93
2022
Q3 		$2.59M Sell
15,684
-550
-3% -$100K 0.01% 109
2022
Q2 		$2.75M Buy
16,234
+7,725
+91% +$1.42M 0.01% 105
2022
Q1 		$1.75M Buy
8,509
+5,761
+210% +$1.18M ﹤0.01% 125
2021
Q4 		$611K Sell
2,748
-1,939
-41% -$438K ﹤0.01% 143
2021
Q3 		$1.02M Sell
4,687
-169
-3% -$37.5K ﹤0.01% 112
2021
Q2 		$1.11M Buy
4,856
+214
+5% +$48.1K ﹤0.01% 92
2021
Q1 		$1.03M Sell
4,642
-67
-1% -$14.6K ﹤0.01% 114
2020
Q4 		$923K Buy
4,709
+208
+5% +$36.4K ﹤0.01% 116
2020
Q3 		$674K Sell
4,501
-79
-2% -$11.9K ﹤0.01% 139
2020
Q2 		$656K Sell
4,580
-6,999
-60% -$918K ﹤0.01% 120
2020
Q1 		$1.33M Buy
+11,579
New +$1.73M 0.01% 95

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

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

Financial Engines Advisors reduced its iShares Russell 2000 ETF (IWM) stake by 1.6% in Q2 2026, selling an estimated $126K and leaving 27,318 shares worth $8.21M. The position accounts for 0.01% of the portfolio, ranked #117.

Financial Engines Advisors first reported a position in IWM in Q1 2020 and has held it in 26 quarters since. 2,740 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Financial Engines Advisors held 27,318 shares of iShares Russell 2000 ETF worth $8.21M as of Q2 2026.
  • Financial Engines Advisors sold 450 iShares Russell 2000 ETF shares in Q2 2026, an estimated $126K.
  • iShares Russell 2000 ETF made up 0.01% of Financial Engines Advisors's portfolio in Q2 2026, its #117 holding.
  • Financial Engines Advisors first reported a position in iShares Russell 2000 ETF in Q1 2020 and has held it in 26 quarters since.
  • 2,740 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Financial Engines Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.