High Net Worth Advisory Group’s iShares Russell 2000 ETF IWM Stock Holding History

High Net Worth Advisory 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	$422K	Hold	1,403	–	–	0.09%	174
2026 Q1	$348K	Hold	1,403	–	–	0.08%	179
2025 Q4	$345K	Sell	1,403 -115	-8%	-$28.3K	0.08%	174
2025 Q3	$367K	Sell	1,518 -5	-0.3%	-$1.15K	0.09%	166
2025 Q2	$329K	Buy	1,523 +115	+8%	+$23.1K	0.09%	168
2025 Q1	$281K	Hold	1,408	–	–	0.08%	177
2024 Q4	$311K	Sell	1,408 -315	-18%	-$71.8K	0.09%	169
2024 Q3	$381K	Sell	1,723 -230	-12%	-$49.2K	0.1%	151
2024 Q2	$396K	Hold	1,953	–	–	0.12%	137
2024 Q1	$411K	Hold	1,953	–	–	0.13%	131
2023 Q4	$392K	Hold	1,953	–	–	0.15%	127
2023 Q3	$345K	Hold	1,953	–	–	0.14%	126
2023 Q2	$366K	Hold	1,953	–	–	0.14%	127
2023 Q1	$348K	Sell	1,953 -2	-0.1%	-$368	0.14%	135
2022 Q4	$341K	Sell	1,955 -1	-0.1%	-$178	0.13%	135
2022 Q3	$323K	Sell	1,956 -1	-0.1%	-$182	0.14%	134
2022 Q2	$331K	Sell	1,957 -10	-0.5%	-$1.84K	0.14%	135
2022 Q1	$404K	Sell	1,967 -534	-21%	-$109K	0.15%	129
2021 Q4	$556K	Buy	+2,501	New	+$565K	0.19%	103

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

High Net Worth Advisory Group's IWM Position: Q2 2026 in Review

High Net Worth Advisory Group held its iShares Russell 2000 ETF (IWM) position steady in Q2 2026 at 1,403 shares worth $422K. The position accounts for 0.09% of the portfolio, ranked #174.

High Net Worth Advisory Group first reported a position in IWM in Q4 2021 and has held it in 19 quarters since. The position peaked at $556K in Q4 2021. 2,730 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

High Net Worth Advisory Group held 1,403 shares of iShares Russell 2000 ETF worth $422K as of Q2 2026.
High Net Worth Advisory Group left its iShares Russell 2000 ETF share count unchanged in Q2 2026.
iShares Russell 2000 ETF made up 0.09% of High Net Worth Advisory Group's portfolio in Q2 2026, its #174 holding.
High Net Worth Advisory Group first reported a position in iShares Russell 2000 ETF in Q4 2021 and has held it in 19 quarters since.
High Net Worth Advisory Group's iShares Russell 2000 ETF position peaked at $556K in Q4 2021.
2,730 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on High Net Worth Advisory Group's 13F filing for Q2 2026, filed 29 Jul 2026.