OneAscent Financial Services’s iShares Russell 2000 ETF IWM Stock Holding History

OneAscent Financial Services’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	$773K	Sell	2,572 -159	-6%	-$44.7K	0.04%	286
2026 Q1	$677K	Buy	2,731 +845	+45%	+$218K	0.04%	283
2025 Q4	$464K	Sell	1,886 -805	-30%	-$198K	0.04%	267
2025 Q3	$651K	Buy	2,691 +203	+8%	+$46.6K	0.04%	259
2025 Q2	$540K	Sell	2,488 -580	-19%	-$117K	0.04%	296
2025 Q1	$612K	Buy	3,068 +1,570	+105%	+$341K	0.04%	296
2024 Q4	$331K	Buy	+1,498	New	+$342K	0.03%	338
2024 Q2	–	Sell	-1,469	Closed	-$309K	–	307
2024 Q1	$309K	Sell	1,469 -13	-0.9%	-$2.59K	0.03%	282
2023 Q4	$297K	Buy	+1,482	New	+$266K	0.04%	271

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

OneAscent Financial Services's IWM Position: Q2 2026 in Review

OneAscent Financial Services reduced its iShares Russell 2000 ETF (IWM) stake by 5.8% in Q2 2026, selling an estimated $44.7K and leaving 2,572 shares worth $773K. The position accounts for 0.04% of the portfolio, ranked #286.

OneAscent Financial Services first reported a position in IWM in Q4 2023 and has held it in 9 quarters since. 2,740 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

OneAscent Financial Services held 2,572 shares of iShares Russell 2000 ETF worth $773K as of Q2 2026.
OneAscent Financial Services sold 159 iShares Russell 2000 ETF shares in Q2 2026, an estimated $44.7K.
iShares Russell 2000 ETF made up 0.04% of OneAscent Financial Services's portfolio in Q2 2026, its #286 holding.
OneAscent Financial Services first reported a position in iShares Russell 2000 ETF in Q4 2023 and has held it in 9 quarters since.
2,740 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on OneAscent Financial Services's 13F filing for Q2 2026, filed 11 Aug 2026.