Fountainhead AM’s iShares Russell 2000 ETF IWM Stock Holding History

Fountainhead AM’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	$107K	Sell	355 -3,684	-91%	-$1.04M	0.08%	131
2026 Q1	$264K	Sell	4,039 -3,806	-49%	-$982K	0.24%	72
2025 Q4	$535K	Sell	7,845 -5,106	-39%	-$1.26M	0.79%	33
2025 Q3	$3.13M	Sell	12,951 -16	-0.1%	-$3.67K	0.41%	39
2025 Q2	$2.8M	Buy	+12,967	New	+$2.61M	0.41%	38
2025 Q1	–	Sell	-1,067	Closed	-$236K	–	193
2024 Q4	$236K	Buy	+1,067	New	+$243K	0.04%	147

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

Fountainhead AM's IWM Position: Q2 2026 in Review

Fountainhead AM reduced its iShares Russell 2000 ETF (IWM) stake by 91% in Q2 2026, selling an estimated $1.04M and leaving 355 shares worth $107K. The position accounts for 0.08% of the portfolio, ranked #131.

Fountainhead AM first reported a position in IWM in Q4 2024 and has held it in 6 quarters since. The position peaked at $3.13M in Q3 2025. 2,727 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Fountainhead AM held 355 shares of iShares Russell 2000 ETF worth $107K as of Q2 2026.
Fountainhead AM sold 3,684 iShares Russell 2000 ETF shares in Q2 2026, an estimated $1.04M.
iShares Russell 2000 ETF made up 0.08% of Fountainhead AM's portfolio in Q2 2026, its #131 holding.
Fountainhead AM first reported a position in iShares Russell 2000 ETF in Q4 2024 and has held it in 6 quarters since.
Fountainhead AM's iShares Russell 2000 ETF position peaked at $3.13M in Q3 2025.
2,727 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Fountainhead AM's 13F filing for Q2 2026, filed 3 Aug 2026.