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

Financial Network Wealth 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	$236K	Buy	+787	New	+$221K	0.07%	110
2025 Q1	$110K	Buy	+556	New	+$121K	0.04%	156
2023 Q4	–	Sell	-1,382	Closed	-$240K	–	114
2023 Q3	$240K	Buy	1,382 +175	+14%	+$32.9K	0.12%	88
2023 Q2	$237K	Sell	1,207 -30	-2%	-$5.35K	0.11%	89
2023 Q1	$221K	Buy	1,237 +32	+3%	+$5.89K	0.11%	90
2022 Q4	$210K	Buy	+1,205	New	+$214K	0.11%	96
2022 Q2	–	Sell	-1,129	Closed	-$232K	–	109
2022 Q1	$232K	Buy	+1,129	New	+$230K	0.12%	99
2021 Q4	–	Sell	-1,007	Closed	-$220K	–	118
2021 Q3	$220K	Buy	1,007 +100	+11%	+$22.2K	0.13%	101
2021 Q2	$208K	Buy	+907	New	+$204K	0.12%	104

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

Financial Network Wealth Management opened a new position in iShares Russell 2000 ETF (IWM) in Q2 2026: 787 shares worth $236K. The stake represents 0.07% of the portfolio and ranks #110 among its holdings. This is a return to the name: Financial Network Wealth Management previously reported a position in IWM as recently as Q1 2025.

Financial Network Wealth Management first reported a position in IWM in Q2 2021 and has held it in 9 quarters since. The position peaked at $240K in Q3 2023. 2,740 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Financial Network Wealth Management held 787 shares of iShares Russell 2000 ETF worth $236K as of Q2 2026.
iShares Russell 2000 ETF was a new Financial Network Wealth Management position in Q2 2026.
iShares Russell 2000 ETF made up 0.07% of Financial Network Wealth Management's portfolio in Q2 2026, its #110 holding.
Financial Network Wealth Management first reported a position in iShares Russell 2000 ETF in Q2 2021 and has held it in 9 quarters since.
Financial Network Wealth Management's iShares Russell 2000 ETF position peaked at $240K in Q3 2023.
2,740 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

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