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

Oakwell Private 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	$2.75M	Sell	9,149 -22	-0.2%	-$6.18K	0.46%	24
2026 Q1	$2.27M	Hold	9,171	–	–	0.41%	28
2025 Q4	$2.26M	Buy	9,171 +185	+2%	+$45.5K	0.42%	27
2025 Q3	$2.17M	Hold	8,986	–	–	0.44%	25
2025 Q2	$1.94M	Buy	8,986 +200	+2%	+$40.2K	0.45%	23
2025 Q1	$1.75M	Sell	8,786 -767	-8%	-$166K	0.48%	22
2024 Q4	$2.11M	Sell	9,553 -108	-1%	-$24.6K	0.59%	20
2024 Q3	$2.13M	Sell	9,661 -85	-0.9%	-$18.2K	0.61%	21
2024 Q2	$1.98M	Hold	9,746	–	–	0.56%	21
2024 Q1	$2.05M	Hold	9,746	–	–	0.62%	21
2023 Q4	$1.96M	Hold	9,746	–	–	0.68%	20
2023 Q3	$1.72M	Hold	9,746	–	–	0.73%	19
2023 Q2	$1.83M	Hold	9,746	–	–	0.76%	19
2023 Q1	$1.74M	Hold	9,746	–	–	0.79%	20
2022 Q4	$1.7M	Hold	9,746	–	–	0.81%	19
2022 Q3	$1.61M	Sell	9,746 -2	-0%	-$365	0.89%	21
2022 Q2	$1.65M	Sell	9,748 -1,084	-10%	-$200K	0.94%	16
2022 Q1	$2.22M	Sell	10,832 -258	-2%	-$52.6K	1.12%	17
2021 Q4	$2.47M	Buy	11,090 +5	+0%	+$1.13K	1.23%	17
2021 Q3	$2.42M	Sell	11,085 -2,195	-17%	-$487K	1.31%	16
2021 Q2	$3.05M	Buy	13,280 +216	+2%	+$48.6K	1.96%	14
2021 Q1	$2.89M	Buy	13,064 +426	+3%	+$93K	2.04%	14
2020 Q4	$2.48M	Buy	+12,638	New	+$2.21M	1.95%	14

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

Oakwell Private Wealth Management's IWM Position: Q2 2026 in Review

Oakwell Private Wealth Management reduced its iShares Russell 2000 ETF (IWM) stake by 0.24% in Q2 2026, selling an estimated $6.18K and leaving 9,149 shares worth $2.75M. The position accounts for 0.46% of the portfolio, ranked #24.

Oakwell Private Wealth Management first reported a position in IWM in Q4 2020 and has held it in 23 quarters since. The position peaked at $3.05M in Q2 2021. 2,724 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Oakwell Private Wealth Management held 9,149 shares of iShares Russell 2000 ETF worth $2.75M as of Q2 2026.
Oakwell Private Wealth Management sold 22 iShares Russell 2000 ETF shares in Q2 2026, an estimated $6.18K.
iShares Russell 2000 ETF made up 0.46% of Oakwell Private Wealth Management's portfolio in Q2 2026, its #24 holding.
Oakwell Private Wealth Management first reported a position in iShares Russell 2000 ETF in Q4 2020 and has held it in 23 quarters since.
Oakwell Private Wealth Management's iShares Russell 2000 ETF position peaked at $3.05M in Q2 2021.
2,724 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Oakwell Private Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.