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Independent Family Office’s iShares Russell 2000 ETF IWM Stock Holding History

Independent Family Office’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 		$9.92M Hold
33,011
– – 3.98% 7
2026
Q1 		$8.19M Hold
33,011
– – 3.37% 7
2025
Q4 		$8.13M Hold
33,011
– – 3.39% 8
2025
Q3 		$7.99M Sell
33,011
-5,377
-14% -$1.23M 3.38% 8
2025
Q2 		$8.28M Hold
38,388
– – 3.84% 8
2025
Q1 		$7.66M Sell
38,388
-23
-0.1% -$4.99K 4.03% 7
2024
Q4 		$8.49M Sell
38,411
-900
-2% -$205K 4.41% 6
2024
Q3 		$8.68M Buy
39,311
+3,537
+10% +$757K 4.36% 6
2024
Q2 		$7.26M Sell
35,774
-5,989
-14% -$1.21M 4.14% 6
2024
Q1 		$8.78M Buy
41,763
+1,788
+4% +$357K 4.71% 5
2023
Q4 		$8.02M Sell
39,975
-896
-2% -$161K 4.54% 5
2023
Q3 		$7.22M Sell
40,871
-80
-0.2% -$15K 4.51% 5
2023
Q2 		$7.67M Sell
40,951
-581
-1% -$104K 4.65% 6
2023
Q1 		$7.41M Sell
41,532
-500
-1% -$92.1K 4.27% 7
2022
Q4 		$7.33M Sell
42,032
-804
-2% -$143K 4.4% 6
2022
Q3 		$7.07M Sell
42,836
-1,219
-3% -$222K 3.48% 6
2022
Q2 		$7.46K Sell
44,055
-891
-2% -$164K 3.68% 4
2022
Q1 		$9.23M Sell
44,946
-39
-0.1% -$7.96K 3.02% 4
2021
Q4 		$10M Buy
44,985
+797
+2% +$180K 3.78% 4
2021
Q3 		$9.67M Buy
44,188
+78
+0.2% +$17.3K 3.97% 5
2021
Q2 		$10.1M Sell
44,110
-1,879
-4% -$422K 3.95% 5
2021
Q1 		$10.2M Sell
45,989
-11,795
-20% -$2.58M 4.02% 5
2020
Q4 		$11.3M Sell
57,784
-3,036
-5% -$531K 4.73% 3
2020
Q3 		$9.11M Sell
60,820
-205
-0.3% -$30.8K 4.32% 3
2020
Q2 		$8.74M Buy
61,025
+5,387
+10% +$707K 4.53% 3
2020
Q1 		$6.37M Buy
55,638
+9,662
+21% +$1.44M 3.96% 7
2019
Q4 		$7.62M Buy
+45,976
New +$7.27M 4.78% 4

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

Independent Family Office's IWM Position: Q2 2026 in Review

Independent Family Office held its iShares Russell 2000 ETF (IWM) position steady in Q2 2026 at 33,011 shares worth $9.92M. The position accounts for 3.98% of the portfolio, ranked #7.

Independent Family Office first reported a position in IWM in Q4 2019 and has held it in 27 quarters since. The position peaked at $11.3M in Q4 2020. 2,725 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Independent Family Office held 33,011 shares of iShares Russell 2000 ETF worth $9.92M as of Q2 2026.
  • Independent Family Office left its iShares Russell 2000 ETF share count unchanged in Q2 2026.
  • iShares Russell 2000 ETF made up 3.98% of Independent Family Office's portfolio in Q2 2026, its #7 holding.
  • Independent Family Office first reported a position in iShares Russell 2000 ETF in Q4 2019 and has held it in 27 quarters since.
  • Independent Family Office's iShares Russell 2000 ETF position peaked at $11.3M in Q4 2020.
  • 2,725 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Independent Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.