O'Rourke & Company’s iShares Russell 2000 ETF IWM Stock Holding History

O'Rourke & Company’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	$243K	Hold	807	–	–	0.08%	155
2026 Q1	$200K	Sell	807 -249	-24%	-$64.2K	0.08%	165
2025 Q4	$260K	Buy	+1,056	New	+$260K	0.1%	147
2024 Q4	–	Sell	-909	Closed	-$201K	–	150
2024 Q3	$201K	Buy	+909	New	+$195K	0.1%	145
2022 Q1	–	Sell	-953	Closed	-$212K	–	125
2021 Q4	$212K	Buy	+953	New	+$215K	0.14%	116

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

O'Rourke & Company's IWM Position: Q2 2026 in Review

O'Rourke & Company held its iShares Russell 2000 ETF (IWM) position steady in Q2 2026 at 807 shares worth $243K. The position accounts for 0.08% of the portfolio, ranked #155.

O'Rourke & Company first reported a position in IWM in Q4 2021 and has held it in 5 quarters since. The position peaked at $260K in Q4 2025. 2,730 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

O'Rourke & Company held 807 shares of iShares Russell 2000 ETF worth $243K as of Q2 2026.
O'Rourke & Company left its iShares Russell 2000 ETF share count unchanged in Q2 2026.
iShares Russell 2000 ETF made up 0.08% of O'Rourke & Company's portfolio in Q2 2026, its #155 holding.
O'Rourke & Company first reported a position in iShares Russell 2000 ETF in Q4 2021 and has held it in 5 quarters since.
O'Rourke & Company's iShares Russell 2000 ETF position peaked at $260K in Q4 2025.
2,730 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on O'Rourke & Company's 13F filing for Q2 2026, filed 14 Aug 2026.