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

Integral 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	$651K	Hold	2,167	–	–	0.14%	95
2026 Q1	$537K	Buy	2,167 +105	+5%	+$27.1K	0.13%	101
2025 Q4	$508K	Sell	2,062 -815	-28%	-$200K	0.13%	105
2025 Q3	$696K	Hold	2,877	–	–	0.19%	87
2025 Q2	$621K	Sell	2,877 -429	-13%	-$86.3K	0.18%	90
2025 Q1	$660K	Buy	3,306 +310	+10%	+$67.2K	0.21%	82
2024 Q4	$662K	Buy	2,996 +301	+11%	+$68.6K	0.21%	81
2024 Q3	$595K	Buy	2,695 +387	+17%	+$82.8K	0.2%	87
2024 Q2	$466K	Buy	2,308 +261	+13%	+$52.7K	0.17%	97
2024 Q1	$429K	Buy	+2,047	New	+$408K	0.18%	97

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

Integral Investment Advisors's IWM Position: Q2 2026 in Review

Integral Investment Advisors held its iShares Russell 2000 ETF (IWM) position steady in Q2 2026 at 2,167 shares worth $651K. The position accounts for 0.14% of the portfolio, ranked #95.

Integral Investment Advisors first reported a position in IWM in Q1 2024 and has held it in 10 quarters since. The position peaked at $696K in Q3 2025. 2,725 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Integral Investment Advisors held 2,167 shares of iShares Russell 2000 ETF worth $651K as of Q2 2026.
Integral Investment Advisors left its iShares Russell 2000 ETF share count unchanged in Q2 2026.
iShares Russell 2000 ETF made up 0.14% of Integral Investment Advisors's portfolio in Q2 2026, its #95 holding.
Integral Investment Advisors first reported a position in iShares Russell 2000 ETF in Q1 2024 and has held it in 10 quarters since.
Integral Investment Advisors's iShares Russell 2000 ETF position peaked at $696K in Q3 2025.
2,725 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Integral Investment Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.