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Goldstone Financial Group’s iShares Russell 2000 ETF IWM Stock Holding History

Goldstone Financial Group’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 		$4M Sell
13,317
-736
-5% -$207K 0.37% 60
2026
Q1 		$3.49M Sell
14,053
-10,041
-42% -$2.59M 0.38% 54
2025
Q4 		$5.93M Sell
24,094
-557
-2% -$137K 0.66% 42
2025
Q3 		$5.96M Buy
24,651
+50
+0.2% +$11.5K 0.71% 40
2025
Q2 		$5.49M Sell
24,601
-1,127
-4% -$227K 0.72% 39
2025
Q1 		$5.13M Sell
25,728
-20,955
-45% -$4.55M 0.78% 36
2024
Q4 		$10.3M Buy
46,683
+7,912
+20% +$1.8M 1.62% 17
2024
Q3 		$8.56M Buy
38,771
+15,459
+66% +$3.31M 1.49% 21
2024
Q2 		$4.73M Buy
23,312
+4,943
+27% +$999K 0.95% 28
2024
Q1 		$3.86M Buy
18,369
+3,575
+24% +$713K 0.89% 30
2023
Q4 		$2.97M Buy
14,794
+3,634
+33% +$651K 0.77% 35
2023
Q3 		$1.97M Buy
11,160
+602
+6% +$113K 0.58% 37
2023
Q2 		$1.98M Buy
10,558
+824
+8% +$147K 0.58% 36
2023
Q1 		$1.74M Buy
+9,734
New +$1.79M 0.57% 33

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

Goldstone Financial Group's IWM Position: Q2 2026 in Review

Goldstone Financial Group reduced its iShares Russell 2000 ETF (IWM) stake by 5.2% in Q2 2026, selling an estimated $207K and leaving 13,317 shares worth $4M. The position accounts for 0.37% of the portfolio, ranked #60.

Goldstone Financial Group first reported a position in IWM in Q1 2023 and has held it in 14 quarters since. The position peaked at $10.3M in Q4 2024. 2,731 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Goldstone Financial Group held 13,317 shares of iShares Russell 2000 ETF worth $4M as of Q2 2026.
  • Goldstone Financial Group sold 736 iShares Russell 2000 ETF shares in Q2 2026, an estimated $207K.
  • iShares Russell 2000 ETF made up 0.37% of Goldstone Financial Group's portfolio in Q2 2026, its #60 holding.
  • Goldstone Financial Group first reported a position in iShares Russell 2000 ETF in Q1 2023 and has held it in 14 quarters since.
  • Goldstone Financial Group's iShares Russell 2000 ETF position peaked at $10.3M in Q4 2024.
  • 2,731 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Goldstone Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.