Investmark Advisory Group’s iShares Russell 2000 ETF IWM Stock Holding History

Investmark 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	$488K	Buy	1,625 +2	+0.1%	+$562	0.19%	85
2026 Q1	$403K	Buy	1,623 +1	+0.1%	+$258	0.17%	87
2025 Q4	$399K	Buy	1,622 +2	+0.1%	+$492	0.17%	87
2025 Q3	$392K	Buy	1,620 +1	+0.1%	+$229	0.17%	88
2025 Q2	$349K	Buy	1,619 +66	+4%	+$13.3K	0.16%	93
2025 Q1	$310K	Buy	1,553 +81	+6%	+$17.6K	0.15%	93
2024 Q4	$325K	Buy	1,472 +1	+0.1%	+$228	0.16%	90
2024 Q3	$325K	Buy	1,471 +1	+0.1%	+$214	0.16%	94
2024 Q2	$298K	Buy	1,470 +35	+2%	+$7.07K	0.16%	89
2024 Q1	$302K	Buy	1,435 +1	+0.1%	+$199	0.17%	91
2023 Q4	$288K	Buy	+1,434	New	+$257K	0.17%	89
2022 Q4	–	Sell	-1,267	Closed	-$208K	–	112
2022 Q3	$208K	Sell	1,267 -18	-1%	-$3.28K	0.19%	89
2022 Q2	$217K	Buy	1,285 +300	+30%	+$55.3K	0.21%	76
2022 Q1	$202K	Hold	985	–	–	0.21%	86
2021 Q4	$219K	Buy	+985	New	+$223K	0.2%	86

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

Investmark Advisory Group's IWM Position: Q2 2026 in Review

Investmark Advisory Group increased its iShares Russell 2000 ETF (IWM) stake by 0.12% in Q2 2026, buying an estimated $562 and bringing the position to 1,625 shares worth $488K. The position accounts for 0.19% of the portfolio, ranked #85.

Investmark Advisory Group first reported a position in IWM in Q4 2021 and has held it in 15 quarters since. 2,737 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Investmark Advisory Group held 1,625 shares of iShares Russell 2000 ETF worth $488K as of Q2 2026.
Investmark Advisory Group bought 2 iShares Russell 2000 ETF shares in Q2 2026, an estimated $562.
iShares Russell 2000 ETF made up 0.19% of Investmark Advisory Group's portfolio in Q2 2026, its #85 holding.
Investmark Advisory Group first reported a position in iShares Russell 2000 ETF in Q4 2021 and has held it in 15 quarters since.
2,737 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Investmark Advisory Group's 13F filing for Q2 2026, filed 7 Aug 2026.