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

Moulton 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	$472K	Buy	+1,568	New	+$441K	0.31%	57
2026 Q1	–	Sell	-1,323	Closed	-$329K	–	59
2025 Q4	$329K	Buy	+1,323	New	+$325K	0.31%	38
2025 Q1	–	Sell	-3,945	Closed	-$872K	–	37
2024 Q4	$872K	Buy	3,945 +1,407	+55%	+$321K	0.67%	27
2024 Q3	$556K	Buy	+2,538	New	+$543K	0.46%	32
2021 Q2	–	Sell	-4,520	Closed	-$1.01M	–	37
2021 Q1	$1.01M	Buy	+4,520	New	+$987K	0.77%	25

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

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

Moulton Wealth Management opened a new position in iShares Russell 2000 ETF (IWM) in Q2 2026: 1,568 shares worth $472K. The stake represents 0.31% of the portfolio and ranks #57 among its holdings. This is a return to the name: Moulton Wealth Management previously reported a position in IWM as recently as Q4 2025.

Moulton Wealth Management first reported a position in IWM in Q1 2021 and has held it in 5 quarters since. The position peaked at $1.01M in Q1 2021. 2,734 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Moulton Wealth Management held 1,568 shares of iShares Russell 2000 ETF worth $472K as of Q2 2026.
iShares Russell 2000 ETF was a new Moulton Wealth Management position in Q2 2026.
iShares Russell 2000 ETF made up 0.31% of Moulton Wealth Management's portfolio in Q2 2026, its #57 holding.
Moulton Wealth Management first reported a position in iShares Russell 2000 ETF in Q1 2021 and has held it in 5 quarters since.
Moulton Wealth Management's iShares Russell 2000 ETF position peaked at $1.01M in Q1 2021.
2,734 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Moulton Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.