Investor's Fiduciary Advisor Network’s iShares Russell 2000 ETF IWM Stock Holding History

Investor's Fiduciary Advisor Network’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	-1,570	Closed	-$389K	–	256
2026 Q1	$389K	Buy	1,570 +220	+16%	+$56.7K	0.12%	182
2025 Q4	$332K	Sell	1,350 -22	-2%	-$5.41K	0.07%	224
2025 Q3	$331K	Sell	1,372 -8	-0.6%	-$1.84K	0.11%	184
2025 Q2	$297K	Sell	1,380 -55	-4%	-$11.1K	0.11%	180
2025 Q1	$286K	Buy	1,435 +50	+4%	+$10.8K	0.13%	139
2024 Q4	$306K	Buy	+1,385	New	+$316K	0.12%	166

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

Investor's Fiduciary Advisor Network's IWM Position: Q2 2026 in Review

Investor's Fiduciary Advisor Network sold out of iShares Russell 2000 ETF (IWM) in Q2 2026, closing a stake of 1,570 shares — an estimated $389K sold.

Investor's Fiduciary Advisor Network first reported a position in IWM in Q4 2024 and held it in 6 quarters. The position peaked at $389K in Q1 2026. 2,740 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Investor's Fiduciary Advisor Network reported no remaining iShares Russell 2000 ETF position as of Q2 2026 after selling out during the quarter.
Investor's Fiduciary Advisor Network sold 1,570 iShares Russell 2000 ETF shares in Q2 2026, an estimated $389K.
Investor's Fiduciary Advisor Network first reported a position in iShares Russell 2000 ETF in Q4 2024 and held it in 6 quarters.
Investor's Fiduciary Advisor Network's iShares Russell 2000 ETF position peaked at $389K in Q1 2026.
2,740 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Investor's Fiduciary Advisor Network's 13F filing for Q2 2026, filed 13 Aug 2026.