Leslie Global Wealth’s iShares Russell 2000 ETF IWM Stock Holding History

Leslie Global 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	$3.27M	Sell	10,872 -613	-5%	-$172K	1.27%	18
2026 Q1	$2.85M	Sell	11,485 -2,163	-16%	-$558K	1.5%	14
2025 Q4	$3.36M	Buy	13,648 +1,879	+16%	+$462K	1.51%	15
2025 Q3	$2.85M	Sell	11,769 -2,391	-17%	-$549K	1.34%	15
2025 Q2	$3.06M	Buy	14,160 +2,364	+20%	+$476K	1.63%	14
2025 Q1	$2.35M	Buy	11,796 +867	+8%	+$188K	1.15%	20
2024 Q4	$2.41M	Sell	10,929 -13,395	-55%	-$3.05M	1.12%	19
2024 Q3	$5.37M	Buy	24,324 +4,108	+20%	+$879K	2.61%	14
2024 Q2	$4.1M	Buy	+20,216	New	+$4.09M	2.4%	17

Other funds holding IWM

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 Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

PRS

Pinkerton Retirement Specialists Coeur D Alene, Idaho $1.16B AUM 28.78% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

Leslie Global Wealth's IWM Position: Q2 2026 in Review

Leslie Global Wealth reduced its iShares Russell 2000 ETF (IWM) stake by 5.3% in Q2 2026, selling an estimated $172K and leaving 10,872 shares worth $3.27M. The position accounts for 1.27% of the portfolio, ranked #18.

Leslie Global Wealth first reported a position in IWM in Q2 2024 and has held it in 9 quarters since. The position peaked at $5.37M in Q3 2024. 1,356 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Leslie Global Wealth held 10,872 shares of iShares Russell 2000 ETF worth $3.27M as of Q2 2026.
Leslie Global Wealth sold 613 iShares Russell 2000 ETF shares in Q2 2026, an estimated $172K.
iShares Russell 2000 ETF made up 1.27% of Leslie Global Wealth's portfolio in Q2 2026, its #18 holding.
Leslie Global Wealth first reported a position in iShares Russell 2000 ETF in Q2 2024 and has held it in 9 quarters since.
Leslie Global Wealth's iShares Russell 2000 ETF position peaked at $5.37M in Q3 2024.
1,356 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Leslie Global Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.