FWM
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Fonville Wealth Management’s iShares Russell 2000 ETF IWM Stock Holding History

Fonville 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
Q1 		$1.54M Sell
6,190
-427
-6% -$110K 0.29% 56
2025
Q4 		$1.63M Sell
6,617
-79
-1% -$19.4K 0.33% 53
2025
Q3 		$1.62M Sell
6,696
-248
-4% -$56.9K 0.36% 47
2025
Q2 		$1.5M Sell
6,944
-224
-3% -$45.1K 0.38% 47
2025
Q1 		$1.41M Buy
7,168
+100
+1% +$21.7K 0.41% 46
2024
Q4 		$1.56M Sell
7,068
-124
-2% -$28.3K 0.52% 42
2024
Q3 		$1.59M Buy
7,192
+361
+5% +$77.2K 0.55% 43
2024
Q2 		$1.39M Sell
6,831
-60
-0.9% -$12.1K 0.55% 46
2024
Q1 		$1.45M Buy
6,891
+157
+2% +$31.3K 0.64% 43
2023
Q4 		$1.35M Buy
+6,734
New +$1.21M 0.72% 44

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Citigroup
Citigroup New York $157B AUM 32.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $152B AUM 31.61% 1-Year Est. Return