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Morris Financial Concepts’s iShares Russell 2000 ETF IWM Stock Holding History

Morris Financial Concepts’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 		$1.73M Sell
5,757
-43
-0.7% -$12.1K 0.53% 34
2026
Q1 		$1.44M Buy
5,800
+39
+0.7% +$10.1K 0.49% 36
2025
Q4 		$1.42M Sell
5,761
-39
-0.7% -$9.59K 0.5% 37
2025
Q3 		$1.4M Sell
5,800
-143
-2% -$32.8K 0.51% 37
2025
Q2 		$1.28M Buy
5,943
+1,818
+44% +$366K 0.51% 37
2025
Q1 		$823K Sell
4,125
-29
-0.7% -$6.29K 0.35% 48
2024
Q4 		$918K Sell
4,154
-3
-0.1% -$684 0.39% 43
2024
Q3 		$918K Sell
4,157
-287
-6% -$61.4K 0.39% 43
2024
Q2 		$902K Sell
4,444
-115
-3% -$23.2K 0.43% 42
2024
Q1 		$959K Sell
4,559
-196
-4% -$39.1K 0.49% 36
2023
Q4 		$954K Buy
4,755
+294
+7% +$52.7K 0.55% 33
2023
Q3 		$788K Sell
4,461
-21
-0.5% -$3.94K 0.52% 35
2023
Q2 		$839K Buy
4,482
+20
+0.4% +$3.57K 0.54% 34
2023
Q1 		$796K Sell
4,462
-149
-3% -$27.4K 0.56% 33
2022
Q4 		$804K Sell
4,611
-270
-6% -$48K 0.65% 33
2022
Q3 		$805K Buy
4,881
+287
+6% +$52.3K 0.83% 24
2022
Q2 		$778K Buy
4,594
+1,321
+40% +$244K 0.74% 26
2022
Q1 		$672K Sell
3,273
-102
-3% -$20.8K 0.56% 26
2021
Q4 		$751K Buy
+3,375
New +$763K 0.63% 24

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

Morris Financial Concepts's IWM Position: Q2 2026 in Review

Morris Financial Concepts reduced its iShares Russell 2000 ETF (IWM) stake by 0.74% in Q2 2026, selling an estimated $12.1K and leaving 5,757 shares worth $1.73M. The position accounts for 0.53% of the portfolio, ranked #34.

Morris Financial Concepts first reported a position in IWM in Q4 2021 and has held it in 19 quarters since. 2,725 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Morris Financial Concepts held 5,757 shares of iShares Russell 2000 ETF worth $1.73M as of Q2 2026.
  • Morris Financial Concepts sold 43 iShares Russell 2000 ETF shares in Q2 2026, an estimated $12.1K.
  • iShares Russell 2000 ETF made up 0.53% of Morris Financial Concepts's portfolio in Q2 2026, its #34 holding.
  • Morris Financial Concepts first reported a position in iShares Russell 2000 ETF in Q4 2021 and has held it in 19 quarters since.
  • 2,725 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Morris Financial Concepts's 13F filing for Q2 2026, filed 29 Jul 2026.