Landmark Wealth Management (New York)’s iShares Russell 2000 ETF IWM Stock Holding History

Landmark Wealth Management (New York)’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	$472K	Sell	1,570 -25	-2%	-$7.03K	0.11%	117
2026 Q1	$395K	Buy	1,595 +639	+67%	+$165K	0.11%	123
2025 Q4	$235K	Sell	956 -1	-0.1%	-$246	0.09%	83
2025 Q3	$231K	Sell	957 -20	-2%	-$4.59K	0.09%	81
2025 Q2	$211K	Buy	+977	New	+$197K	0.09%	85
2022 Q2	–	Sell	-998	Closed	-$205K	–	57
2022 Q1	$205K	Buy	+998	New	+$204K	0.11%	75

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

Landmark Wealth Management (New York)'s IWM Position: Q2 2026 in Review

Landmark Wealth Management (New York) reduced its iShares Russell 2000 ETF (IWM) stake by 1.6% in Q2 2026, selling an estimated $7.03K and leaving 1,570 shares worth $472K. The position accounts for 0.11% of the portfolio, ranked #117.

Landmark Wealth Management (New York) first reported a position in IWM in Q1 2022 and has held it in 6 quarters since. 2,738 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Landmark Wealth Management (New York) held 1,570 shares of iShares Russell 2000 ETF worth $472K as of Q2 2026.
Landmark Wealth Management (New York) sold 25 iShares Russell 2000 ETF shares in Q2 2026, an estimated $7.03K.
iShares Russell 2000 ETF made up 0.11% of Landmark Wealth Management (New York)'s portfolio in Q2 2026, its #117 holding.
Landmark Wealth Management (New York) first reported a position in iShares Russell 2000 ETF in Q1 2022 and has held it in 6 quarters since.
2,738 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Landmark Wealth Management (New York)'s 13F filing for Q2 2026, filed 10 Aug 2026.