Hamilton Point Investment Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

Hamilton Point Investment 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	$91.3K	Hold	304	–	–	0.01%	159
2026 Q1	$75.4K	Sell	304 -19	-6%	-$4.9K	0.01%	152
2025 Q4	$79.5K	Hold	323	–	–	0.01%	155
2025 Q3	$78.2K	Hold	323	–	–	0.01%	137
2025 Q2	$69.7K	Hold	323	–	–	0.01%	137
2025 Q1	$64.4K	Hold	323	–	–	0.01%	131
2024 Q4	$71.4K	Hold	323	–	–	0.01%	132
2024 Q3	$71.3K	Hold	323	–	–	0.01%	135
2024 Q2	$65.5K	Hold	323	–	–	0.01%	125
2024 Q1	$67.9K	Sell	323 -2,504	-89%	-$500K	0.01%	128
2023 Q4	$568K	Buy	2,827 +211	+8%	+$37.8K	0.11%	85
2023 Q3	$465K	Hold	2,616	–	–	0.11%	83
2023 Q2	$490K	Hold	2,616	–	–	0.12%	81
2023 Q1	$467K	Buy	+2,616	New	+$482K	0.11%	80

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

Hamilton Point Investment Advisors's IWM Position: Q2 2026 in Review

Hamilton Point Investment Advisors held its iShares Russell 2000 ETF (IWM) position steady in Q2 2026 at 304 shares worth $91.3K. The position accounts for 0.01% of the portfolio, ranked #159.

Hamilton Point Investment Advisors first reported a position in IWM in Q1 2023 and has held it in 14 quarters since. The position peaked at $568K in Q4 2023. 2,724 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Hamilton Point Investment Advisors held 304 shares of iShares Russell 2000 ETF worth $91.3K as of Q2 2026.
Hamilton Point Investment Advisors left its iShares Russell 2000 ETF share count unchanged in Q2 2026.
iShares Russell 2000 ETF made up 0.01% of Hamilton Point Investment Advisors's portfolio in Q2 2026, its #159 holding.
Hamilton Point Investment Advisors first reported a position in iShares Russell 2000 ETF in Q1 2023 and has held it in 14 quarters since.
Hamilton Point Investment Advisors's iShares Russell 2000 ETF position peaked at $568K in Q4 2023.
2,724 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Hamilton Point Investment Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.