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

Maridea 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	$1.39M	Buy	4,628 +3,172	+218%	+$891K	0.15%	159
2026 Q1	$361K	Buy	1,456 +330	+29%	+$85.1K	0.05%	305
2025 Q4	$277K	Buy	1,126 +53	+5%	+$13K	0.04%	339
2025 Q3	$266K	Buy	+1,073	New	+$246K	0.04%	347

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

Maridea Wealth Management's IWM Position: Q2 2026 in Review

Maridea Wealth Management increased its iShares Russell 2000 ETF (IWM) stake by 218% in Q2 2026, buying an estimated $891K and bringing the position to 4,628 shares worth $1.39M. The position accounts for 0.15% of the portfolio, ranked #159.

Maridea Wealth Management first reported a position in IWM in Q3 2025 and has held it in 4 quarters since. 2,738 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Maridea Wealth Management held 4,628 shares of iShares Russell 2000 ETF worth $1.39M as of Q2 2026.
Maridea Wealth Management bought 3,172 iShares Russell 2000 ETF shares in Q2 2026, an estimated $891K.
iShares Russell 2000 ETF made up 0.15% of Maridea Wealth Management's portfolio in Q2 2026, its #159 holding.
Maridea Wealth Management first reported a position in iShares Russell 2000 ETF in Q3 2025 and has held it in 4 quarters since.
2,738 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Maridea Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.