Morse Asset Management’s iShares Russell 2000 ETF IWM Stock Holding History

Morse Asset 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	$825K	Hold	2,745	–	–	0.14%	107
2026 Q1	$681K	Sell	2,745 -17	-0.6%	-$4.38K	0.14%	115
2025 Q4	$680K	Hold	2,762	–	–	0.14%	111
2025 Q3	$668K	Sell	2,762 -2	-0.1%	-$459	0.13%	111
2025 Q2	$596K	Sell	2,764 -125	-4%	-$25.2K	0.13%	114
2025 Q1	$576K	Buy	2,889 +121	+4%	+$26.2K	0.15%	105
2024 Q4	$612K	Buy	2,768 +677	+32%	+$154K	0.14%	105
2024 Q3	$462K	Buy	+2,091	New	+$447K	0.1%	133

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

Morse Asset Management's IWM Position: Q2 2026 in Review

Morse Asset Management held its iShares Russell 2000 ETF (IWM) position steady in Q2 2026 at 2,745 shares worth $825K. The position accounts for 0.14% of the portfolio, ranked #107.

Morse Asset Management first reported a position in IWM in Q3 2024 and has held it in 8 quarters since. 2,730 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Morse Asset Management held 2,745 shares of iShares Russell 2000 ETF worth $825K as of Q2 2026.
Morse Asset Management left its iShares Russell 2000 ETF share count unchanged in Q2 2026.
iShares Russell 2000 ETF made up 0.14% of Morse Asset Management's portfolio in Q2 2026, its #107 holding.
Morse Asset Management first reported a position in iShares Russell 2000 ETF in Q3 2024 and has held it in 8 quarters since.
2,730 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Morse Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.