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Oak Thistle LLC’s iShares Russell 2000 ETF IWM Stock Holding History

Oak Thistle LLC’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 		– Sell
-3,700
Closed -$918K – 557
2026
Q1 		$918K Buy
+3,700
New +$954K 0.09% 344

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

Oak Thistle LLC's IWM Position: Q2 2026 in Review

Oak Thistle LLC sold out of iShares Russell 2000 ETF (IWM) in Q2 2026, closing a stake of 3,700 shares — an estimated $918K sold.

Oak Thistle LLC first reported a position in IWM in Q1 2026 and held it in 1 quarter. The position peaked at $918K in Q1 2026. 2,740 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Oak Thistle LLC reported no remaining iShares Russell 2000 ETF position as of Q2 2026 after selling out during the quarter.
  • Oak Thistle LLC sold 3,700 iShares Russell 2000 ETF shares in Q2 2026, an estimated $918K.
  • Oak Thistle LLC first reported a position in iShares Russell 2000 ETF in Q1 2026 and held it in 1 quarter.
  • Oak Thistle LLC's iShares Russell 2000 ETF position peaked at $918K in Q1 2026.
  • 2,740 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Oak Thistle LLC's 13F filing for Q2 2026, filed 21 Jul 2026.