Peak Asset Management’s iShares Russell 2000 ETF IWM Stock Holding History

Peak Asset 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
2020 Q4	–	Sell	-200	Closed	-$30K	–	152
2020 Q3	$30K	Buy	+200	New	+$30.1K	0.01%	134
2019 Q4	–	Sell	-100	Closed	-$15K	–	126
2019 Q3	$15K	Hold	100	–	–	﹤0.01%	121
2019 Q2	$16K	Hold	100	–	–	0.01%	128
2019 Q1	$15K	Buy	+100	New	+$15K	0.01%	128

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

Peak Asset Management's IWM Position: Q2 2026 in Review

Peak Asset Management held its iShares Russell 2000 ETF (IWM) position steady in Q2 2026 at 16,429 shares worth $4.94M. The position accounts for 0.73% of the portfolio, ranked #35.

Peak Asset Management first reported a position in IWM in Q4 2014 and has held it in 47 quarters since. The position peaked at $6.96M in Q1 2015. 2,740 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Peak Asset Management held 16,429 shares of iShares Russell 2000 ETF worth $4.94M as of Q2 2026.
Peak Asset Management left its iShares Russell 2000 ETF share count unchanged in Q2 2026.
iShares Russell 2000 ETF made up 0.73% of Peak Asset Management's portfolio in Q2 2026, its #35 holding.
Peak Asset Management first reported a position in iShares Russell 2000 ETF in Q4 2014 and has held it in 47 quarters since.
Peak Asset Management's iShares Russell 2000 ETF position peaked at $6.96M in Q1 2015.
2,740 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Peak Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.