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Journey Beyond Wealth’s iShares Russell 2000 ETF IWM Stock Holding History

Journey Beyond Wealth’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 		$739K Hold
2,458
– – 0.58% 20
2026
Q1 		$610K Sell
2,458
-122
-5% -$31.5K 0.52% 20
2025
Q4 		$635K Buy
2,580
+52
+2% +$12.8K 0.51% 22
2025
Q3 		$612K Hold
2,528
– – 0.5% 20
2025
Q2 		$546K Hold
2,528
– – 0.46% 20
2025
Q1 		$504K Sell
2,528
-66
-3% -$14.3K 0.47% 20
2024
Q4 		$573K Buy
+2,594
New +$591K 0.54% 20

Other funds holding IWM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Journey Beyond Wealth's IWM Position: Q2 2026 in Review

Journey Beyond Wealth held its iShares Russell 2000 ETF (IWM) position steady in Q2 2026 at 2,458 shares worth $739K. The position accounts for 0.58% of the portfolio, ranked #20.

Journey Beyond Wealth first reported a position in IWM in Q4 2024 and has held it in 7 quarters since. 1,987 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Journey Beyond Wealth held 2,458 shares of iShares Russell 2000 ETF worth $739K as of Q2 2026.
  • Journey Beyond Wealth left its iShares Russell 2000 ETF share count unchanged in Q2 2026.
  • iShares Russell 2000 ETF made up 0.58% of Journey Beyond Wealth's portfolio in Q2 2026, its #20 holding.
  • Journey Beyond Wealth first reported a position in iShares Russell 2000 ETF in Q4 2024 and has held it in 7 quarters since.
  • 1,987 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Journey Beyond Wealth's 13F filing for Q2 2026, filed 5 Aug 2026.