Kiley Juergens Wealth Management’s iShares Russell 2000 ETF IWM Stock Holding History

Kiley Juergens Wealth Management’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	$2.27M	Sell	7,544 -82	-1%	-$23K	0.36%	54
2026 Q1	$1.89M	Buy	+7,626	New	+$1.97M	0.33%	54
2018 Q4	–	Sell	-9,399	Closed	-$1.58M	–	344
2018 Q3	$1.58M	Buy	9,399 +39	+0.4%	+$6.58K	1.18%	13
2018 Q2	$1.53M	Buy	9,360 +267	+3%	+$42.7K	1.37%	14
2018 Q1	$1.38M	Sell	9,093 -14	-0.2%	-$2.16K	1.5%	15
2017 Q4	$1.39M	Buy	+9,107	New	+$1.37M	1.25%	16

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

Kiley Juergens Wealth Management's IWM Position: Q2 2026 in Review

Kiley Juergens Wealth Management reduced its iShares Russell 2000 ETF (IWM) stake by 1.1% in Q2 2026, selling an estimated $23K and leaving 7,544 shares worth $2.27M. The position accounts for 0.36% of the portfolio, ranked #54.

Kiley Juergens Wealth Management first reported a position in IWM in Q4 2017 and has held it in 6 quarters since. 2,734 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Kiley Juergens Wealth Management held 7,544 shares of iShares Russell 2000 ETF worth $2.27M as of Q2 2026.
Kiley Juergens Wealth Management sold 82 iShares Russell 2000 ETF shares in Q2 2026, an estimated $23K.
iShares Russell 2000 ETF made up 0.36% of Kiley Juergens Wealth Management's portfolio in Q2 2026, its #54 holding.
Kiley Juergens Wealth Management first reported a position in iShares Russell 2000 ETF in Q4 2017 and has held it in 6 quarters since.
2,734 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Kiley Juergens Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.