Financial Perspectives’s iShares Russell 2000 ETF IWM Stock Holding History

Financial Perspectives’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	$1.36M	Buy	4,520 +191	+4%	+$53.7K	0.33%	51
2026 Q1	$1.07M	Buy	4,329 +167	+4%	+$43.1K	0.3%	55
2025 Q4	$1.02M	Buy	4,162 +37	+0.9%	+$9.1K	0.28%	56
2025 Q3	$998K	Buy	4,125 +241	+6%	+$55.3K	0.28%	54
2025 Q2	$838K	Buy	3,884 +703	+22%	+$141K	0.25%	57
2025 Q1	$635K	Buy	3,181 +338	+12%	+$73.3K	0.22%	64
2024 Q4	$628K	Buy	2,843 +312	+12%	+$71.1K	0.21%	70
2024 Q3	$559K	Buy	2,531 +159	+7%	+$34K	0.19%	70
2024 Q2	$481K	Buy	2,372 +222	+10%	+$44.9K	0.18%	74
2024 Q1	$452K	Buy	2,150 +148	+7%	+$29.5K	0.17%	74
2023 Q4	$402K	Buy	2,002 +449	+29%	+$80.4K	0.16%	79
2023 Q3	$274K	Buy	1,553 +137	+10%	+$25.7K	0.13%	96
2023 Q2	$265K	Buy	1,416 +721	+104%	+$129K	0.12%	104
2023 Q1	$124K	Buy	695 +420	+153%	+$77.3K	0.06%	162
2022 Q4	$47.9K	Buy	+275	New	+$48.9K	0.02%	251

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 Perspectives's IWM Position: Q2 2026 in Review

Financial Perspectives increased its iShares Russell 2000 ETF (IWM) stake by 4.4% in Q2 2026, buying an estimated $53.7K and bringing the position to 4,520 shares worth $1.36M. The position accounts for 0.33% of the portfolio, ranked #51.

Financial Perspectives first reported a position in IWM in Q4 2022 and has held it in 15 quarters since. 2,730 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Financial Perspectives held 4,520 shares of iShares Russell 2000 ETF worth $1.36M as of Q2 2026.
Financial Perspectives bought 191 iShares Russell 2000 ETF shares in Q2 2026, an estimated $53.7K.
iShares Russell 2000 ETF made up 0.33% of Financial Perspectives's portfolio in Q2 2026, its #51 holding.
Financial Perspectives first reported a position in iShares Russell 2000 ETF in Q4 2022 and has held it in 15 quarters since.
2,730 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Financial Perspectives's 13F filing for Q2 2026, filed 24 Jul 2026.