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Foundations Investment Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

Foundations Investment Advisors’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 		$12.3M Buy
40,800
+1,116
+3% +$314K 0.13% 157
2026
Q1 		$9.84M Buy
39,684
+12,525
+46% +$3.23M 0.12% 161
2025
Q4 		$6.69M Buy
27,159
+1,687
+7% +$415K 0.09% 179
2025
Q3 		$6.16M Buy
25,472
+9,409
+59% +$2.16M 0.09% 175
2025
Q2 		$3.47M Sell
16,063
-16,863
-51% -$3.39M 0.05% 245
2025
Q1 		$6.57M Sell
32,926
-27,734
-46% -$6.02M 0.12% 161
2024
Q4 		$13.4M Buy
60,660
+38,159
+170% +$8.7M 0.26% 88
2024
Q3 		$4.97M Buy
22,501
+13,128
+140% +$2.81M 0.1% 164
2024
Q2 		$1.9M Sell
9,373
-26,556
-74% -$5.37M 0.05% 241
2024
Q1 		$7.56M Buy
35,929
+13,642
+61% +$2.72M 0.2% 92
2023
Q4 		$4.36M Buy
22,287
+16,830
+308% +$3.02M 0.12% 135
2023
Q3 		$965K Sell
5,457
-34
-0.6% -$6.38K 0.03% 286
2023
Q2 		$1.03M Buy
5,491
+2,656
+94% +$474K 0.03% 260
2023
Q1 		$506K Sell
2,835
-17,604
-86% -$3.24M 0.02% 320
2022
Q4 		$3.56M Buy
20,439
+2,055
+11% +$365K 0.14% 81
2022
Q3 		$3.03M Buy
18,384
+1,507
+9% +$275K 0.13% 71
2022
Q2 		$2.9M Buy
16,877
+5,853
+53% +$1.08M 0.12% 78
2022
Q1 		$2.19M Buy
11,024
+841
+8% +$172K 0.08% 92
2021
Q4 		$2.2M Buy
10,183
+40
+0.4% +$9.04K 0.08% 87
2021
Q3 		$2.24M Sell
10,143
-2,958
-23% -$656K 0.1% 78
2021
Q2 		$2.97M Buy
13,101
+1,314
+11% +$295K 0.14% 61
2021
Q1 		$2.6M Sell
11,787
-835
-7% -$182K 0.15% 56
2020
Q4 		$2.62M Buy
12,622
+5,393
+75% +$944K 0.17% 41
2020
Q3 		$1.1M Sell
7,229
-112
-2% -$16.8K 0.24% 65
2020
Q2 		$1.04M Sell
7,341
-2,333
-24% -$306K 0.09% 73
2020
Q1 		$1.03M Buy
9,674
+2,174
+29% +$324K 0.12% 41
2019
Q4 		$1.24M Sell
7,500
-174
-2% -$27.5K 0.15% 52
2019
Q3 		$1.13M Buy
7,674
+3,010
+65% +$460K 0.15% 58
2019
Q2 		$729K Sell
4,664
-285,905
-98% -$44.1M 0.11% 69
2019
Q1 		$44.5M Buy
+290,569
New +$43.7M 7.72% 4

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Treasurer of the State of North Carolina
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
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Foundations Investment Advisors's IWM Position: Q2 2026 in Review

Foundations Investment Advisors increased its iShares Russell 2000 ETF (IWM) stake by 2.8% in Q2 2026, buying an estimated $314K and bringing the position to 40,800 shares worth $12.3M. The position accounts for 0.13% of the portfolio, ranked #157.

Foundations Investment Advisors first reported a position in IWM in Q1 2019 and has held it in 30 quarters since. The position peaked at $44.5M in Q1 2019. 2,724 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Foundations Investment Advisors held 40,800 shares of iShares Russell 2000 ETF worth $12.3M as of Q2 2026.
  • Foundations Investment Advisors bought 1,116 iShares Russell 2000 ETF shares in Q2 2026, an estimated $314K.
  • iShares Russell 2000 ETF made up 0.13% of Foundations Investment Advisors's portfolio in Q2 2026, its #157 holding.
  • Foundations Investment Advisors first reported a position in iShares Russell 2000 ETF in Q1 2019 and has held it in 30 quarters since.
  • Foundations Investment Advisors's iShares Russell 2000 ETF position peaked at $44.5M in Q1 2019.
  • 2,724 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.