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

Mindset 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	$332K	Buy	1,105 +1	+0.1%	+$281	0.06%	129
2026 Q1	$274K	Sell	1,104 -99	-8%	-$25.5K	0.07%	132
2025 Q4	$296K	Buy	1,203 +2	+0.2%	+$492	0.08%	133
2025 Q3	$291K	Sell	1,201 -6	-0.5%	-$1.38K	0.08%	124
2025 Q2	$260K	Hold	1,207	–	–	0.09%	127
2025 Q1	$241K	Hold	1,207	–	–	0.09%	118
2024 Q4	$267K	Buy	+1,207	New	+$275K	0.1%	104

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

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

Mindset Wealth Management increased its iShares Russell 2000 ETF (IWM) stake by 0.09% in Q2 2026, buying an estimated $281 and bringing the position to 1,105 shares worth $332K. The position accounts for 0.06% of the portfolio, ranked #129.

Mindset Wealth Management first reported a position in IWM in Q4 2024 and has held it in 7 quarters since. 2,730 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Mindset Wealth Management held 1,105 shares of iShares Russell 2000 ETF worth $332K as of Q2 2026.
Mindset Wealth Management bought 1 iShares Russell 2000 ETF share in Q2 2026, an estimated $281.
iShares Russell 2000 ETF made up 0.06% of Mindset Wealth Management's portfolio in Q2 2026, its #129 holding.
Mindset Wealth Management first reported a position in iShares Russell 2000 ETF in Q4 2024 and has held it in 7 quarters since.
2,730 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Mindset Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.