Financial Management Network’s iShares Russell 2000 ETF IWM Stock Holding History

Financial Management Network’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	$770K	Sell	2,619 -19	-0.7%	-$5.34K	0.11%	108
2026 Q1	$691K	Buy	2,638 +1	+0%	+$258	0.11%	106
2025 Q4	$656K	Buy	2,637 +1	+0%	+$246	0.1%	108
2025 Q3	$651K	Buy	2,636 +81	+3%	+$18.6K	0.11%	106
2025 Q2	$570K	Buy	2,555 +1	+0%	+$201	0.1%	108
2025 Q1	$459K	Buy	2,554 +1	+0%	+$217	0.1%	110
2024 Q4	$573K	Sell	2,553 -8	-0.3%	-$1.82K	0.12%	100
2024 Q3	$561K	Buy	2,561 +140	+6%	+$30K	0.12%	102
2024 Q2	$486K	Sell	2,421 -3	-0.1%	-$606	0.12%	102
2024 Q1	$494K	Buy	2,424 +4	+0.2%	+$798	0.12%	98
2023 Q4	$468K	Buy	2,420 +841	+53%	+$151K	0.14%	90
2023 Q3	$270K	Buy	1,579 +14	+0.9%	+$2.63K	0.09%	123
2023 Q2	$294K	Sell	1,565 -1,610	-51%	-$287K	0.1%	120
2023 Q1	$557K	Hold	3,175	–	–	0.22%	73
2022 Q4	$557K	Buy	3,175 +2	+0.1%	+$356	0.25%	77
2022 Q3	$559K	Sell	3,173 -158	-5%	-$28.8K	0.28%	73
2022 Q2	$571K	Buy	3,331 +160	+5%	+$29.5K	0.3%	66
2022 Q1	$659K	Sell	3,171 -153	-5%	-$31.2K	0.33%	58
2021 Q4	$748K	Buy	3,324 +53	+2%	+$12K	0.34%	58
2021 Q3	$721K	Buy	3,271 +1	+0%	+$222	0.37%	60
2021 Q2	$749K	Buy	3,270 +1	+0%	+$225	0.38%	55
2021 Q1	$739K	Buy	3,269 +571	+21%	+$125K	0.38%	56
2020 Q4	$578K	Buy	+2,698	New	+$472K	0.36%	57

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

Financial Management Network's IWM Position: Q2 2026 in Review

Financial Management Network reduced its iShares Russell 2000 ETF (IWM) stake by 0.72% in Q2 2026, selling an estimated $5.34K and leaving 2,619 shares worth $770K. The position accounts for 0.11% of the portfolio, ranked #108.

Financial Management Network first reported a position in IWM in Q4 2020 and has held it in 23 quarters since. 2,738 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Financial Management Network held 2,619 shares of iShares Russell 2000 ETF worth $770K as of Q2 2026.
Financial Management Network sold 19 iShares Russell 2000 ETF shares in Q2 2026, an estimated $5.34K.
iShares Russell 2000 ETF made up 0.11% of Financial Management Network's portfolio in Q2 2026, its #108 holding.
Financial Management Network first reported a position in iShares Russell 2000 ETF in Q4 2020 and has held it in 23 quarters since.
2,738 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

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