Leigh Baldwin & Co’s iShares Russell 2000 ETF IWM Stock Holding History

Leigh Baldwin & Co’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	$452K	Sell	1,506 -406	-21%	-$114K	0.24%	94
2026 Q1	$474K	Buy	1,912 +31	+2%	+$8K	0.31%	81
2025 Q4	$463K	Buy	1,881 +287	+18%	+$70.6K	0.3%	84
2025 Q3	$386K	Sell	1,594 -198	-11%	-$45.4K	0.22%	111
2025 Q2	$387K	Buy	1,792 +53	+3%	+$10.7K	0.25%	103
2025 Q1	$347K	Sell	1,739 -148	-8%	-$32.1K	0.28%	102
2024 Q4	$417K	Buy	+1,887	New	+$430K	0.35%	84

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

Leigh Baldwin & Co's IWM Position: Q2 2026 in Review

Leigh Baldwin & Co reduced its iShares Russell 2000 ETF (IWM) stake by 21% in Q2 2026, selling an estimated $114K and leaving 1,506 shares worth $452K. The position accounts for 0.24% of the portfolio, ranked #94.

Leigh Baldwin & Co first reported a position in IWM in Q4 2024 and has held it in 7 quarters since. The position peaked at $474K in Q1 2026. 2,740 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Leigh Baldwin & Co held 1,506 shares of iShares Russell 2000 ETF worth $452K as of Q2 2026.
Leigh Baldwin & Co sold 406 iShares Russell 2000 ETF shares in Q2 2026, an estimated $114K.
iShares Russell 2000 ETF made up 0.24% of Leigh Baldwin & Co's portfolio in Q2 2026, its #94 holding.
Leigh Baldwin & Co first reported a position in iShares Russell 2000 ETF in Q4 2024 and has held it in 7 quarters since.
Leigh Baldwin & Co's iShares Russell 2000 ETF position peaked at $474K in Q1 2026.
2,740 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Leigh Baldwin & Co's 13F filing for Q2 2026, filed 13 Aug 2026.