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MONECO Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

MONECO 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 		$2.36M Buy
7,871
+188
+2% +$52.8K 0.14% 146
2026
Q1 		$1.91M Sell
7,683
-407
-5% -$105K 0.15% 141
2025
Q4 		$1.99M Sell
8,090
-124
-2% -$30.5K 0.16% 140
2025
Q3 		$1.99M Sell
8,214
-451
-5% -$103K 0.17% 137
2025
Q2 		$1.87M Sell
8,665
-314
-3% -$63.2K 0.17% 126
2025
Q1 		$1.79M Sell
8,979
-243
-3% -$52.7K 0.19% 122
2024
Q4 		$2.04M Buy
9,222
+1,528
+20% +$348K 0.22% 110
2024
Q3 		$1.7M Sell
7,694
-162
-2% -$34.7K 0.21% 118
2024
Q2 		$1.59M Sell
7,856
-288
-4% -$58.2K 0.23% 107
2024
Q1 		$1.71M Sell
8,144
-469
-5% -$93.6K 0.27% 102
2023
Q4 		$1.73M Sell
8,613
-384
-4% -$68.8K 0.33% 80
2023
Q3 		$1.59M Sell
8,997
-394
-4% -$74K 0.43% 55
2023
Q2 		$1.76M Sell
9,391
-1,099
-10% -$196K 0.48% 47
2023
Q1 		$1.87M Sell
10,490
-1,028
-9% -$189K 0.55% 40
2022
Q4 		$2.01M Sell
11,518
-234
-2% -$41.6K 0.73% 28
2022
Q3 		$1.94M Sell
11,752
-859
-7% -$157K 0.78% 28
2022
Q2 		$2.14M Buy
12,611
+1,819
+17% +$335K 0.83% 25
2022
Q1 		$2.21M Sell
10,792
-340
-3% -$69.4K 0.81% 25
2021
Q4 		$2.2M Buy
11,132
+66
+0.6% +$14.9K 0.83% 25
2021
Q3 		$2.42M Buy
11,066
+2,817
+34% +$624K 0.96% 21
2021
Q2 		$1.89M Buy
8,249
+1,632
+25% +$367K 0.87% 28
2021
Q1 		$1.46M Buy
6,617
+1,499
+29% +$327K 0.71% 32
2020
Q4 		$1.07M Buy
+5,118
New +$896K 0.59% 39
2020
Q2 		– Sell
-3,459
Closed -$396K – 144
2020
Q1 		$396K Sell
3,459
-8,627
-71% -$1.29M 0.41% 62
2019
Q4 		$2.04M Sell
12,086
-592
-5% -$93.6K 1.45% 15
2019
Q3 		$1.92M Sell
12,678
-63
-0.5% -$9.62K 1.49% 14
2019
Q2 		$1.98M Buy
12,741
+44
+0.3% +$6.78K 1.59% 14
2019
Q1 		$1.94M Buy
12,697
+1,895
+18% +$285K 1.57% 14
2018
Q4 		$1.45M Buy
+10,802
New +$1.61M 1.68% 13

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Treasurer of the State of North Carolina
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
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

MONECO Advisors's IWM Position: Q2 2026 in Review

MONECO Advisors increased its iShares Russell 2000 ETF (IWM) stake by 2.4% in Q2 2026, buying an estimated $52.8K and bringing the position to 7,871 shares worth $2.36M. The position accounts for 0.14% of the portfolio, ranked #146.

MONECO Advisors first reported a position in IWM in Q4 2018 and has held it in 29 quarters since. The position peaked at $2.42M in Q3 2021. 2,724 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • MONECO Advisors held 7,871 shares of iShares Russell 2000 ETF worth $2.36M as of Q2 2026.
  • MONECO Advisors bought 188 iShares Russell 2000 ETF shares in Q2 2026, an estimated $52.8K.
  • iShares Russell 2000 ETF made up 0.14% of MONECO Advisors's portfolio in Q2 2026, its #146 holding.
  • MONECO Advisors first reported a position in iShares Russell 2000 ETF in Q4 2018 and has held it in 29 quarters since.
  • MONECO Advisors's iShares Russell 2000 ETF position peaked at $2.42M in Q3 2021.
  • 2,724 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on MONECO Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.