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Financial Freedom LLC’s iShares Russell 2000 ETF IWM Stock Holding History

Financial Freedom LLC’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 		– Sell
-29
Closed -$7.2K – 255
2026
Q1 		$7.2K Hold
29
– – ﹤0.01% 333
2025
Q4 		$7.13K Hold
29
– – ﹤0.01% 283
2025
Q3 		$6.98K Hold
29
– – ﹤0.01% 291
2025
Q2 		$6.21K Hold
29
– – ﹤0.01% 301
2025
Q1 		$5.73K Hold
29
– – ﹤0.01% 309
2024
Q4 		$6.33K Hold
29
– – ﹤0.01% 307
2024
Q3 		$6.31K Buy
29
+1
+4% +$214 ﹤0.01% 303
2024
Q2 		$5.77K Hold
28
– – ﹤0.01% 312
2024
Q1 		$5.97K Buy
+28
New +$5.59K ﹤0.01% 307

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 Freedom LLC's IWM Position: Q2 2026 in Review

Financial Freedom LLC sold out of iShares Russell 2000 ETF (IWM) in Q2 2026, closing a stake of 29 shares — an estimated $7.2K sold.

Financial Freedom LLC first reported a position in IWM in Q1 2024 and held it in 9 quarters. The position peaked at $7.2K in Q1 2026. 2,734 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Financial Freedom LLC reported no remaining iShares Russell 2000 ETF position as of Q2 2026 after selling out during the quarter.
  • Financial Freedom LLC sold 29 iShares Russell 2000 ETF shares in Q2 2026, an estimated $7.2K.
  • Financial Freedom LLC first reported a position in iShares Russell 2000 ETF in Q1 2024 and held it in 9 quarters.
  • Financial Freedom LLC's iShares Russell 2000 ETF position peaked at $7.2K in Q1 2026.
  • 2,734 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Financial Freedom LLC's 13F filing for Q2 2026, filed 6 Aug 2026.