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FSC Wealth Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

FSC Wealth 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 		– Sell
-905
Closed -$224K – 8
2026
Q1 		$224K Sell
905
-5,857
-87% -$1.51M 4.29% 10
2025
Q4 		$1.66M Sell
6,762
-16,591
-71% -$4.08M 2.7% 13
2025
Q3 		$5.65M Buy
23,353
+838
+4% +$192K 3.26% 9
2025
Q2 		$4.86M Buy
22,515
+18,157
+417% +$3.65M 3.06% 9
2025
Q1 		$869K Buy
4,358
+738
+20% +$160K 0.57% 30
2024
Q4 		$800K Buy
3,620
+649
+22% +$148K 0.51% 30
2024
Q3 		$656K Buy
2,971
+472
+19% +$101K 0.47% 37
2024
Q2 		$507K Sell
2,499
-55,849
-96% -$11.3M 0.37% 37
2024
Q1 		$12.3M Buy
58,348
+57,176
+4,878% +$11.4M 8.64% 3
2023
Q4 		$235K Sell
1,172
-31,781
-96% -$5.69M 0.17% 45
2023
Q3 		$5.82M Sell
32,953
-16,039
-33% -$3.01M 6.04% 6
2023
Q2 		$9.17M Buy
48,992
+48,266
+6,648% +$8.61M 8.25% 5
2023
Q1 		$130K Buy
726
+612
+537% +$113K 0.2% 30
2022
Q4 		$19.9K Buy
114
+29
+34% +$5.16K 0.03% 86
2022
Q3 		$14K Buy
85
+19
+29% +$3.46K 0.13% 89
2022
Q2 		$11K Buy
66
+16
+32% +$2.95K 0.1% 99
2022
Q1 		$10K Buy
50
+34
+213% +$6.94K 0.01% 126
2021
Q4 		$4K Buy
+16
New +$3.62K ﹤0.01% 149

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

FSC Wealth Advisors's IWM Position: Q2 2026 in Review

FSC Wealth Advisors sold out of iShares Russell 2000 ETF (IWM) in Q2 2026, closing a stake of 905 shares — an estimated $224K sold.

FSC Wealth Advisors first reported a position in IWM in Q4 2021 and held it in 18 quarters. The position peaked at $12.3M in Q1 2024. 2,737 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • FSC Wealth Advisors reported no remaining iShares Russell 2000 ETF position as of Q2 2026 after selling out during the quarter.
  • FSC Wealth Advisors sold 905 iShares Russell 2000 ETF shares in Q2 2026, an estimated $224K.
  • FSC Wealth Advisors first reported a position in iShares Russell 2000 ETF in Q4 2021 and held it in 18 quarters.
  • FSC Wealth Advisors's iShares Russell 2000 ETF position peaked at $12.3M in Q1 2024.
  • 2,737 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on FSC Wealth Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.