Meadow Creek Wealth Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

Meadow Creek Wealth Advisors’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	$252K	Hold	838	–	–	0.15%	120
2026 Q1	$208K	Hold	838	–	–	0.13%	131
2025 Q4	$206K	Hold	838	–	–	0.13%	134
2025 Q3	$205K	Buy	+838	New	+$192K	0.14%	135
2025 Q2	–	Sell	-1,938	Closed	-$387K	–	147
2025 Q1	$387K	Hold	1,938	–	–	0.29%	69
2024 Q4	$428K	Hold	1,938	–	–	0.31%	70
2024 Q3	$428K	Hold	1,938	–	–	0.34%	72
2024 Q2	$393K	Hold	1,938	–	–	0.37%	66
2024 Q1	$408K	Buy	+1,938	New	+$387K	0.28%	80

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

Meadow Creek Wealth Advisors's IWM Position: Q2 2026 in Review

Meadow Creek Wealth Advisors held its iShares Russell 2000 ETF (IWM) position steady in Q2 2026 at 838 shares worth $252K. The position accounts for 0.15% of the portfolio, ranked #120.

Meadow Creek Wealth Advisors first reported a position in IWM in Q1 2024 and has held it in 9 quarters since. The position peaked at $428K in Q4 2024. 2,724 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Meadow Creek Wealth Advisors held 838 shares of iShares Russell 2000 ETF worth $252K as of Q2 2026.
Meadow Creek Wealth Advisors left its iShares Russell 2000 ETF share count unchanged in Q2 2026.
iShares Russell 2000 ETF made up 0.15% of Meadow Creek Wealth Advisors's portfolio in Q2 2026, its #120 holding.
Meadow Creek Wealth Advisors first reported a position in iShares Russell 2000 ETF in Q1 2024 and has held it in 9 quarters since.
Meadow Creek Wealth Advisors's iShares Russell 2000 ETF position peaked at $428K in Q4 2024.
2,724 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Meadow Creek Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.