Heritage Family Offices’s iShares Russell 2000 ETF IWM Stock Holding History

Heritage Family Offices’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	$1.42M	Sell	4,741 -1,659	-26%	-$466K	0.55%	44
2026 Q1	$1.59M	Sell	6,400 -3,123	-33%	-$806K	0.7%	31
2025 Q4	$2.34M	Buy	9,523 +1,845	+24%	+$454K	1.07%	18
2025 Q3	$1.86M	Sell	7,678 -2,794	-27%	-$641K	0.86%	30
2025 Q2	$2.1M	Sell	10,472 -4	-0%	-$805	1.06%	19
2025 Q1	$2.09M	Sell	10,476 -92	-0.9%	-$20K	1.07%	19
2024 Q4	$2.34M	Buy	10,568 +501	+5%	+$114K	1.17%	15
2024 Q3	$2.22M	Sell	10,067 -770	-7%	-$165K	1.15%	15
2024 Q2	$2.2M	Buy	+10,837	New	+$2.19M	1.22%	16

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

Heritage Family Offices's IWM Position: Q2 2026 in Review

Heritage Family Offices reduced its iShares Russell 2000 ETF (IWM) stake by 26% in Q2 2026, selling an estimated $466K and leaving 4,741 shares worth $1.42M. The position accounts for 0.55% of the portfolio, ranked #44.

Heritage Family Offices first reported a position in IWM in Q2 2024 and has held it in 9 quarters since. The position peaked at $2.34M in Q4 2025. 2,738 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Heritage Family Offices held 4,741 shares of iShares Russell 2000 ETF worth $1.42M as of Q2 2026.
Heritage Family Offices sold 1,659 iShares Russell 2000 ETF shares in Q2 2026, an estimated $466K.
iShares Russell 2000 ETF made up 0.55% of Heritage Family Offices's portfolio in Q2 2026, its #44 holding.
Heritage Family Offices first reported a position in iShares Russell 2000 ETF in Q2 2024 and has held it in 9 quarters since.
Heritage Family Offices's iShares Russell 2000 ETF position peaked at $2.34M in Q4 2025.
2,738 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Heritage Family Offices's 13F filing for Q2 2026, filed 29 Jul 2026.