Juncture Wealth Strategies’s iShares Russell 2000 ETF IWM Stock Holding History

Juncture Wealth Strategies’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	$211K	Buy	+701	New	+$197K	0.05%	174
2025 Q3	–	Sell	-1,008	Closed	-$218K	–	136
2025 Q2	$218K	Sell	1,008 -345	-25%	-$69.4K	0.08%	114
2025 Q1	$270K	Buy	1,353 +37	+3%	+$8.03K	0.1%	108
2024 Q4	$291K	Buy	+1,316	New	+$300K	0.11%	109
2022 Q2	–	Sell	-1,229	Closed	-$252K	–	112
2022 Q1	$252K	Sell	1,229 -2,690	-69%	-$549K	0.12%	107
2021 Q4	$872K	Sell	3,919 -11	-0.3%	-$2.49K	0.42%	52
2021 Q3	$860K	Sell	3,930 -154	-4%	-$34.1K	0.45%	47
2021 Q2	$909K	Sell	4,084 -33,139	-89%	-$7.45M	0.52%	43
2021 Q1	$8.12M	Buy	+37,223	New	+$8.13M	5.11%	4

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

Juncture Wealth Strategies's IWM Position: Q2 2026 in Review

Juncture Wealth Strategies opened a new position in iShares Russell 2000 ETF (IWM) in Q2 2026: 701 shares worth $211K. The stake represents 0.05% of the portfolio and ranks #174 among its holdings. This is a return to the name: Juncture Wealth Strategies previously reported a position in IWM as recently as Q2 2025.

Juncture Wealth Strategies first reported a position in IWM in Q1 2021 and has held it in 9 quarters since. The position peaked at $8.12M in Q1 2021. 2,730 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Juncture Wealth Strategies held 701 shares of iShares Russell 2000 ETF worth $211K as of Q2 2026.
iShares Russell 2000 ETF was a new Juncture Wealth Strategies position in Q2 2026.
iShares Russell 2000 ETF made up 0.05% of Juncture Wealth Strategies's portfolio in Q2 2026, its #174 holding.
Juncture Wealth Strategies first reported a position in iShares Russell 2000 ETF in Q1 2021 and has held it in 9 quarters since.
Juncture Wealth Strategies's iShares Russell 2000 ETF position peaked at $8.12M in Q1 2021.
2,730 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Juncture Wealth Strategies's 13F filing for Q2 2026, filed 9 Jul 2026.