Level Four Advisory Services’s iShares Russell 2000 ETF IWM Stock Holding History

Level Four Advisory Services’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
2018 Q3	–	Sell	-3,000	Closed	-$491K	–	604
2018 Q2	$491K	Hold	3,000	–	–	0.04%	386
2018 Q1	$455K	Buy	+3,000	New	+$463K	0.04%	367

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

Level Four Advisory Services's IWM Position: Q2 2026 in Review

Level Four Advisory Services increased its iShares Russell 2000 ETF (IWM) stake by 0.23% in Q2 2026, buying an estimated $17.4K and bringing the position to 26,631 shares worth $8M. The position accounts for 0.23% of the portfolio, ranked #113.

Level Four Advisory Services first reported a position in IWM in Q4 2016 and has held it in 39 quarters since. The position peaked at $11.1M in Q4 2024. 2,740 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Level Four Advisory Services held 26,631 shares of iShares Russell 2000 ETF worth $8M as of Q2 2026.
Level Four Advisory Services bought 62 iShares Russell 2000 ETF shares in Q2 2026, an estimated $17.4K.
iShares Russell 2000 ETF made up 0.23% of Level Four Advisory Services's portfolio in Q2 2026, its #113 holding.
Level Four Advisory Services first reported a position in iShares Russell 2000 ETF in Q4 2016 and has held it in 39 quarters since.
Level Four Advisory Services's iShares Russell 2000 ETF position peaked at $11.1M in Q4 2024.
2,740 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Level Four Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.