Interactive Financial Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

Interactive Financial 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	–	Sell	-1,063	Closed	-$264K	–	76
2026 Q1	$264K	Sell	1,063 -61	-5%	-$15.7K	0.17%	71
2025 Q4	$277K	Sell	1,124 -99	-8%	-$24.3K	0.18%	69
2025 Q3	$296K	Sell	1,223 -122	-9%	-$28K	0.16%	69
2025 Q2	$290K	Hold	1,345	–	–	0.14%	75
2025 Q1	$268K	Sell	1,345 -2	-0.1%	-$434	0.14%	74
2024 Q4	$298K	Sell	1,347 -3	-0.2%	-$684	0.16%	76
2024 Q3	$298K	Sell	1,350 -11	-0.8%	-$2.35K	0.15%	75
2024 Q2	$276K	Buy	1,361 +2	+0.1%	+$404	0.15%	77
2024 Q1	$286K	Sell	1,359 -14,034	-91%	-$2.8M	0.16%	74
2023 Q4	$530K	Buy	15,393 +14,073	+1,066%	+$2.52M	0.28%	52
2023 Q3	$233K	Buy	1,320 +10	+0.8%	+$1.88K	0.16%	81
2023 Q2	$245K	Sell	1,310 -55	-4%	-$9.81K	0.17%	79
2023 Q1	$244K	Sell	1,365 -30	-2%	-$5.52K	0.16%	75
2022 Q4	$243K	Sell	1,395 -24	-2%	-$4.27K	0.15%	81
2022 Q3	$234K	Sell	1,419 -16	-1%	-$2.92K	0.14%	82
2022 Q2	$248K	Buy	1,435 +103	+8%	+$19K	0.12%	75
2022 Q1	$273K	Sell	1,332 -105	-7%	-$21.4K	0.13%	81
2021 Q4	$320K	Sell	1,437 -7	-0.5%	-$1.58K	0.12%	69
2021 Q3	$316K	Sell	1,444 -111	-7%	-$24.6K	0.14%	71
2021 Q2	$357K	Sell	1,555 -276	-15%	-$62.1K	0.15%	69
2021 Q1	$404K	Buy	1,831 +111	+6%	+$24.2K	0.17%	59
2020 Q4	$337K	Sell	1,720 -114	-6%	-$19.9K	0.15%	63
2020 Q3	$275K	Buy	1,834 +94	+5%	+$14.1K	0.14%	66
2020 Q2	$249K	Buy	1,740 +53	+3%	+$6.95K	0.12%	63
2020 Q1	$193K	Sell	1,687 -53	-3%	-$7.9K	0.17%	41
2019 Q4	$288K	Sell	1,740 -892	-34%	-$141K	0.13%	66
2019 Q3	$398K	Hold	2,632	–	–	0.18%	51
2019 Q2	$409K	Sell	2,632 -42	-2%	-$6.47K	0.19%	55
2019 Q1	$409K	Sell	2,674 -63	-2%	-$9.47K	0.2%	45
2018 Q4	$366K	Sell	2,737 -92	-3%	-$13.7K	0.19%	45
2018 Q3	$477K	Sell	2,829 -46	-2%	-$7.77K	0.23%	47
2018 Q2	$471K	Sell	2,875 -149	-5%	-$23.8K	0.22%	46
2018 Q1	$459K	Sell	3,024 -947	-24%	-$146K	0.22%	49
2017 Q4	$605K	Sell	3,971 -292	-7%	-$43.9K	0.27%	43
2017 Q3	$632K	Sell	4,263 -356	-8%	-$50.1K	0.29%	42
2017 Q2	$651K	Sell	4,619 -182	-4%	-$25.2K	0.31%	44
2017 Q1	$660K	Sell	4,801 -398	-8%	-$54.4K	0.32%	41
2016 Q4	$701K	Sell	5,199 -144	-3%	-$18.4K	0.35%	41
2016 Q3	$664K	Sell	5,343 -478	-8%	-$58.1K	0.33%	42
2016 Q2	$669K	Sell	5,821 -436	-7%	-$49.2K	0.35%	40
2016 Q1	$692K	Buy	6,257 +158	+3%	+$16.4K	0.42%	38
2015 Q4	$687K	Sell	6,099 -756	-11%	-$87.2K	0.4%	34
2015 Q3	$749K	Sell	6,855 -289	-4%	-$34.3K	0.42%	34
2015 Q2	$892K	Sell	7,144 -727	-9%	-$90.8K	0.48%	36
2015 Q1	$979K	Sell	7,871 -985	-11%	-$119K	0.53%	36
2014 Q4	$1.06M	Sell	8,856 -1,273	-13%	-$146K	0.58%	34
2014 Q3	$1.11M	Sell	10,129 -998	-9%	-$114K	0.63%	32
2014 Q2	$1.32M	Sell	11,127 -916	-8%	-$104K	0.75%	28
2014 Q1	$1.4M	Sell	12,043 -632	-5%	-$72.9K	0.81%	23
2013 Q4	$1.46M	Sell	12,675 -1,326	-9%	-$146K	0.86%	20
2013 Q3	$1.49M	Sell	14,001 -1,026	-7%	-$106K	0.91%	20
2013 Q2	$1.46M	Buy	+15,027	New	+$1.44M	1.07%	15

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

Interactive Financial Advisors's IWM Position: Q2 2026 in Review

Interactive Financial Advisors sold out of iShares Russell 2000 ETF (IWM) in Q2 2026, closing a stake of 1,063 shares — an estimated $264K sold.

Interactive Financial Advisors first reported a position in IWM in Q2 2013 and held it in 52 quarters. The position peaked at $1.49M in Q3 2013. 2,724 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Interactive Financial Advisors reported no remaining iShares Russell 2000 ETF position as of Q2 2026 after selling out during the quarter.
Interactive Financial Advisors sold 1,063 iShares Russell 2000 ETF shares in Q2 2026, an estimated $264K.
Interactive Financial Advisors first reported a position in iShares Russell 2000 ETF in Q2 2013 and held it in 52 quarters.
Interactive Financial Advisors's iShares Russell 2000 ETF position peaked at $1.49M in Q3 2013.
2,724 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Interactive Financial Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.