ORG Wealth Partners’s iShares Russell 2000 ETF IWM Stock Holding History

ORG Wealth Partners’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	$2.4K	Sell	8 -72	-90%	-$20.2K	﹤0.01%	625
2026 Q1	$19.8K	Sell	80 -15	-16%	-$3.87K	﹤0.01%	412
2025 Q4	$23.4K	Hold	95	–	–	0.01%	378
2025 Q3	$23K	Buy	95 +72	+313%	+$16.5K	﹤0.01%	381
2025 Q2	$5.05K	Hold	23	–	–	﹤0.01%	549
2025 Q1	$4.63K	Buy	23 +15	+188%	+$3.25K	﹤0.01%	622
2024 Q4	$1.77K	Buy	+8	New	+$1.82K	﹤0.01%	470

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

ORG Wealth Partners's IWM Position: Q2 2026 in Review

ORG Wealth Partners reduced its iShares Russell 2000 ETF (IWM) stake by 90% in Q2 2026, selling an estimated $20.2K and leaving 8 shares worth $2.4K. The position accounts for ﹤0.01% of the portfolio, ranked #625.

ORG Wealth Partners first reported a position in IWM in Q4 2024 and has held it in 7 quarters since. The position peaked at $23.4K in Q4 2025. 2,731 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

ORG Wealth Partners held 8 shares of iShares Russell 2000 ETF worth $2.4K as of Q2 2026.
ORG Wealth Partners sold 72 iShares Russell 2000 ETF shares in Q2 2026, an estimated $20.2K.
iShares Russell 2000 ETF made up ﹤0.01% of ORG Wealth Partners's portfolio in Q2 2026, its #625 holding.
ORG Wealth Partners first reported a position in iShares Russell 2000 ETF in Q4 2024 and has held it in 7 quarters since.
ORG Wealth Partners's iShares Russell 2000 ETF position peaked at $23.4K in Q4 2025.
2,731 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on ORG Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.