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

Monograph 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	$1.21M	Hold	4,015	–	–	0.1%	58
2026 Q1	$996K	Hold	4,015	–	–	0.09%	59
2025 Q4	$988K	Sell	4,015 -86	-2%	-$21.1K	0.1%	61
2025 Q3	$992K	Buy	4,101 +86	+2%	+$19.7K	0.1%	61
2025 Q2	$866K	Sell	4,015 -457	-10%	-$92K	0.11%	56
2025 Q1	$892K	Hold	4,472	–	–	0.12%	53
2024 Q4	$988K	Hold	4,472	–	–	0.13%	50
2024 Q3	$988K	Hold	4,472	–	–	0.13%	50
2024 Q2	$907K	Hold	4,472	–	–	0.13%	47
2024 Q1	$941K	Buy	4,472 +3,115	+230%	+$621K	0.14%	60
2023 Q4	$272K	Sell	1,357 -80	-6%	-$14.3K	0.05%	90
2023 Q3	$255K	Buy	1,437 +80	+6%	+$15K	0.05%	102
2023 Q2	$254K	Hold	1,357	–	–	0.05%	72
2023 Q1	$242K	Hold	1,357	–	–	0.06%	72
2022 Q4	$237K	Buy	+1,357	New	+$241K	0.06%	80
2022 Q3	–	Sell	-1,725	Closed	-$292K	–	73
2022 Q2	$292K	Buy	1,725 +1	+0.1%	+$184	0.08%	59
2022 Q1	$354K	Buy	1,724 +1	+0.1%	+$204	0.09%	62
2021 Q4	$383K	Buy	+1,723	New	+$389K	0.1%	59

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

Monograph Wealth Advisors's IWM Position: Q2 2026 in Review

Monograph Wealth Advisors held its iShares Russell 2000 ETF (IWM) position steady in Q2 2026 at 4,015 shares worth $1.21M. The position accounts for 0.1% of the portfolio, ranked #58.

Monograph Wealth Advisors first reported a position in IWM in Q4 2021 and has held it in 18 quarters since. 2,734 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Monograph Wealth Advisors held 4,015 shares of iShares Russell 2000 ETF worth $1.21M as of Q2 2026.
Monograph Wealth Advisors left its iShares Russell 2000 ETF share count unchanged in Q2 2026.
iShares Russell 2000 ETF made up 0.1% of Monograph Wealth Advisors's portfolio in Q2 2026, its #58 holding.
Monograph Wealth Advisors first reported a position in iShares Russell 2000 ETF in Q4 2021 and has held it in 18 quarters since.
2,734 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

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