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FWL Investment Management’s iShares Russell 2000 ETF IWM Stock Holding History

FWL Investment Management’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 		$76K Buy
253
+121
+92% +$34K 0.01% 169
2026
Q1 		$32.7K Hold
132
– – 0.01% 195
2025
Q4 		$32.5K Hold
132
– – 0.01% 194
2025
Q3 		$31.9K Buy
132
+102
+340% +$23.4K 0.01% 174
2025
Q2 		$6.47K Hold
30
– – ﹤0.01% 253
2025
Q1 		$5.99K Hold
30
– – ﹤0.01% 244
2024
Q4 		$6.63K Hold
30
– – ﹤0.01% 259
2024
Q3 		$6.63K Hold
30
– – ﹤0.01% 251
2024
Q2 		$6.09K Sell
30
-10
-25% -$2.02K ﹤0.01% 203
2024
Q1 		$8.41K Sell
40
-15
-27% -$2.99K ﹤0.01% 173
2023
Q4 		$11K Sell
55
-40
-42% -$7.17K 0.01% 153
2023
Q3 		$16.8K Buy
+95
New +$17.8K 0.01% 129
2023
Q2 		– Sell
-95
Closed -$16.9K – 61
2023
Q1 		$16.9K Sell
95
-40
-30% -$7.37K 0.01% 61
2022
Q4 		$23.5K Buy
+135
New +$24K 0.02% 115

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

FWL Investment Management's IWM Position: Q2 2026 in Review

FWL Investment Management increased its iShares Russell 2000 ETF (IWM) stake by 92% in Q2 2026, buying an estimated $34K and bringing the position to 253 shares worth $76K. The position accounts for 0.01% of the portfolio, ranked #169.

FWL Investment Management first reported a position in IWM in Q4 2022 and has held it in 14 quarters since. 2,730 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • FWL Investment Management held 253 shares of iShares Russell 2000 ETF worth $76K as of Q2 2026.
  • FWL Investment Management bought 121 iShares Russell 2000 ETF shares in Q2 2026, an estimated $34K.
  • iShares Russell 2000 ETF made up 0.01% of FWL Investment Management's portfolio in Q2 2026, its #169 holding.
  • FWL Investment Management first reported a position in iShares Russell 2000 ETF in Q4 2022 and has held it in 14 quarters since.
  • 2,730 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

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