Foster & Motley’s iShares Russell 2000 ETF IWM Stock Holding History

Foster & Motley’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	$340K	Buy	1,131 +13	+1%	+$3.65K	0.02%	356
2026 Q1	$277K	Buy	+1,118	New	+$288K	0.01%	361
2022 Q2	–	Sell	-1,236	Closed	-$254K	–	365
2022 Q1	$254K	Sell	1,236 -18	-1%	-$3.67K	0.02%	327
2021 Q4	$279K	Hold	1,254	–	–	0.02%	312
2021 Q3	$274K	Sell	1,254 -20	-2%	-$4.43K	0.02%	298
2021 Q2	$292K	Buy	1,274 +300	+31%	+$67.5K	0.02%	282
2021 Q1	$215K	Sell	974 -50	-5%	-$10.9K	0.02%	292
2020 Q4	$201K	Buy	+1,024	New	+$179K	0.02%	285

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

Foster & Motley's IWM Position: Q2 2026 in Review

Foster & Motley increased its iShares Russell 2000 ETF (IWM) stake by 1.2% in Q2 2026, buying an estimated $3.65K and bringing the position to 1,131 shares worth $340K. The position accounts for 0.02% of the portfolio, ranked #356.

Foster & Motley first reported a position in IWM in Q4 2020 and has held it in 8 quarters since. 2,725 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Foster & Motley held 1,131 shares of iShares Russell 2000 ETF worth $340K as of Q2 2026.
Foster & Motley bought 13 iShares Russell 2000 ETF shares in Q2 2026, an estimated $3.65K.
iShares Russell 2000 ETF made up 0.02% of Foster & Motley's portfolio in Q2 2026, its #356 holding.
Foster & Motley first reported a position in iShares Russell 2000 ETF in Q4 2020 and has held it in 8 quarters since.
2,725 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Foster & Motley's 13F filing for Q2 2026, filed 7 Aug 2026.