Finivi Inc’s iShares Russell 2000 ETF IWM Stock Holding History

Finivi Inc’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	$289K	Sell	963 -108	-10%	-$30.3K	0.15%	96
2026 Q1	$266K	Sell	1,071 -66	-6%	-$17K	0.15%	92
2025 Q4	$280K	Sell	1,137 -20	-2%	-$4.92K	0.16%	89
2025 Q3	$280K	Sell	1,157 -6	-0.5%	-$1.38K	0.18%	85
2025 Q2	$251K	Sell	1,163 -12,154	-91%	-$2.45M	0.17%	89
2025 Q1	$2.66M	Buy	13,317 +773	+6%	+$168K	2.14%	20
2024 Q4	$2.77M	Buy	12,544 +704	+6%	+$161K	2.22%	15
2024 Q3	$2.62M	Buy	11,840 +8,469	+251%	+$1.81M	2.12%	19
2024 Q2	$684K	Buy	3,371 +173	+5%	+$35K	0.57%	47
2024 Q1	$673K	Buy	3,198 +105	+3%	+$20.9K	0.61%	45
2023 Q4	$621K	Buy	+3,093	New	+$554K	0.61%	46
2021 Q4	$610K	Buy	+2,743	New	+$620K	0.64%	44

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

Finivi Inc's IWM Position: Q2 2026 in Review

Finivi Inc reduced its iShares Russell 2000 ETF (IWM) stake by 10% in Q2 2026, selling an estimated $30.3K and leaving 963 shares worth $289K. The position accounts for 0.15% of the portfolio, ranked #96.

Finivi Inc first reported a position in IWM in Q4 2021 and has held it in 12 quarters since. The position peaked at $2.77M in Q4 2024. 2,694 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Finivi Inc held 963 shares of iShares Russell 2000 ETF worth $289K as of Q2 2026.
Finivi Inc sold 108 iShares Russell 2000 ETF shares in Q2 2026, an estimated $30.3K.
iShares Russell 2000 ETF made up 0.15% of Finivi Inc's portfolio in Q2 2026, its #96 holding.
Finivi Inc first reported a position in iShares Russell 2000 ETF in Q4 2021 and has held it in 12 quarters since.
Finivi Inc's iShares Russell 2000 ETF position peaked at $2.77M in Q4 2024.
2,694 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Finivi Inc's 13F filing for Q2 2026, filed 9 Jul 2026.