Fourth Dimension Wealth’s iShares Russell 2000 ETF IWM Stock Holding History

Fourth Dimension Wealth’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	$138K	Sell	458 -13	-3%	-$3.65K	0.04%	178
2026 Q1	$117K	Sell	471 -4	-0.8%	-$1.03K	0.04%	163
2025 Q4	$117K	Hold	475	–	–	0.04%	170
2025 Q3	$115K	Sell	475 -34	-7%	-$7.8K	0.04%	162
2025 Q2	$110K	Sell	509 -301	-37%	-$60.6K	0.05%	165
2025 Q1	$162K	Sell	810 -89	-10%	-$19.3K	0.08%	118
2024 Q4	$199K	Buy	+899	New	+$205K	0.1%	107

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

Fourth Dimension Wealth's IWM Position: Q2 2026 in Review

Fourth Dimension Wealth reduced its iShares Russell 2000 ETF (IWM) stake by 2.8% in Q2 2026, selling an estimated $3.65K and leaving 458 shares worth $138K. The position accounts for 0.04% of the portfolio, ranked #178.

Fourth Dimension Wealth first reported a position in IWM in Q4 2024 and has held it in 7 quarters since. The position peaked at $199K in Q4 2024. 2,731 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Fourth Dimension Wealth held 458 shares of iShares Russell 2000 ETF worth $138K as of Q2 2026.
Fourth Dimension Wealth sold 13 iShares Russell 2000 ETF shares in Q2 2026, an estimated $3.65K.
iShares Russell 2000 ETF made up 0.04% of Fourth Dimension Wealth's portfolio in Q2 2026, its #178 holding.
Fourth Dimension Wealth first reported a position in iShares Russell 2000 ETF in Q4 2024 and has held it in 7 quarters since.
Fourth Dimension Wealth's iShares Russell 2000 ETF position peaked at $199K in Q4 2024.
2,731 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Fourth Dimension Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.