Measured Wealth Private Client Group’s iShares Russell 2000 ETF IWM Stock Holding History

Measured Wealth Private Client Group’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	$34.3K	Hold	114	–	–	0.01%	384
2026 Q1	$28.3K	Hold	114	–	–	0.01%	390
2025 Q4	$28.1K	Hold	114	–	–	0.01%	402
2025 Q3	$27.6K	Buy	+114	New	+$26.2K	0.01%	405
2018 Q4	–	Sell	-234	Closed	-$39K	–	402
2018 Q3	$39K	Buy	+234	New	+$39.5K	0.02%	407

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

Measured Wealth Private Client Group's IWM Position: Q2 2026 in Review

Measured Wealth Private Client Group held its iShares Russell 2000 ETF (IWM) position steady in Q2 2026 at 114 shares worth $34.3K. The position accounts for 0.01% of the portfolio, ranked #384.

Measured Wealth Private Client Group first reported a position in IWM in Q3 2018 and has held it in 5 quarters since. The position peaked at $39K in Q3 2018. 2,724 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Measured Wealth Private Client Group held 114 shares of iShares Russell 2000 ETF worth $34.3K as of Q2 2026.
Measured Wealth Private Client Group left its iShares Russell 2000 ETF share count unchanged in Q2 2026.
iShares Russell 2000 ETF made up 0.01% of Measured Wealth Private Client Group's portfolio in Q2 2026, its #384 holding.
Measured Wealth Private Client Group first reported a position in iShares Russell 2000 ETF in Q3 2018 and has held it in 5 quarters since.
Measured Wealth Private Client Group's iShares Russell 2000 ETF position peaked at $39K in Q3 2018.
2,724 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q2 2026, filed 10 Aug 2026.