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OneDigital Investment Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

OneDigital Investment Advisors’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
2020
Q1 		– Sell
-50,000
Closed -$19K – 599
2019
Q4 		$19K Buy
+50,000
New +$7.9M ﹤0.01% 580

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

OneDigital Investment Advisors's IWM Position: Q2 2026 in Review

OneDigital Investment Advisors increased its iShares Russell 2000 ETF (IWM) stake by 1.6% in Q2 2026, buying an estimated $88.5K and bringing the position to 20,075 shares worth $6.03M. The position accounts for 0.05% of the portfolio, ranked #283.

OneDigital Investment Advisors first reported a position in IWM in Q2 2017 and has held it in 37 quarters since. 2,740 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • OneDigital Investment Advisors held 20,075 shares of iShares Russell 2000 ETF worth $6.03M as of Q2 2026.
  • OneDigital Investment Advisors bought 315 iShares Russell 2000 ETF shares in Q2 2026, an estimated $88.5K.
  • iShares Russell 2000 ETF made up 0.05% of OneDigital Investment Advisors's portfolio in Q2 2026, its #283 holding.
  • OneDigital Investment Advisors first reported a position in iShares Russell 2000 ETF in Q2 2017 and has held it in 37 quarters since.
  • 2,740 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on OneDigital Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.