Independent Solutions Wealth Management’s iShares Russell 2000 ETF IWM Stock Holding History

Independent Solutions Wealth Management’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	$278K	Sell	925 -1	-0.1%	-$281	0.04%	174
2026 Q1	$230K	Sell	926 -7	-0.8%	-$1.81K	0.03%	176
2025 Q4	$230K	Hold	933	–	–	0.04%	154
2025 Q3	$226K	Buy	+933	New	+$214K	0.04%	163
2021 Q1	–	Sell	-1,144	Closed	-$224K	–	192
2020 Q4	$224K	Buy	+1,144	New	+$200K	0.07%	172

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

Independent Solutions Wealth Management's IWM Position: Q2 2026 in Review

Independent Solutions Wealth Management reduced its iShares Russell 2000 ETF (IWM) stake by 0.11% in Q2 2026, selling an estimated $281 and leaving 925 shares worth $278K. The position accounts for 0.04% of the portfolio, ranked #174.

Independent Solutions Wealth Management first reported a position in IWM in Q4 2020 and has held it in 5 quarters since. 2,738 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Independent Solutions Wealth Management held 925 shares of iShares Russell 2000 ETF worth $278K as of Q2 2026.
Independent Solutions Wealth Management sold 1 iShares Russell 2000 ETF share in Q2 2026, an estimated $281.
iShares Russell 2000 ETF made up 0.04% of Independent Solutions Wealth Management's portfolio in Q2 2026, its #174 holding.
Independent Solutions Wealth Management first reported a position in iShares Russell 2000 ETF in Q4 2020 and has held it in 5 quarters since.
2,738 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Independent Solutions Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.