Plum Street Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

Plum Street 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
2026 Q2	$1.52M	Sell	5,052 -1,574	-24%	-$442K	0.48%	42
2026 Q1	$1.64M	Buy	6,626 +88	+1%	+$22.7K	0.57%	39
2025 Q4	$1.61M	Sell	6,538 -483	-7%	-$119K	0.57%	41
2025 Q3	$1.7M	Sell	7,021 -82	-1%	-$18.8K	0.66%	37
2025 Q2	$1.53M	Buy	7,103 +275	+4%	+$55.3K	0.68%	35
2025 Q1	$1.36M	Buy	6,828 +99	+1%	+$21.5K	0.66%	40
2024 Q4	$1.49M	Sell	6,729 -63	-0.9%	-$14.4K	0.73%	34
2024 Q3	$1.5M	Buy	6,792 +70	+1%	+$15K	0.76%	33
2024 Q2	$1.36M	Sell	6,722 -70	-1%	-$14.1K	0.8%	33
2024 Q1	$1.5M	Buy	6,792 +395	+6%	+$78.8K	0.76%	33
2023 Q4	$1.28M	Buy	+6,397	New	+$1.15M	0.86%	31

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

Plum Street Advisors's IWM Position: Q2 2026 in Review

Plum Street Advisors reduced its iShares Russell 2000 ETF (IWM) stake by 24% in Q2 2026, selling an estimated $442K and leaving 5,052 shares worth $1.52M. The position accounts for 0.48% of the portfolio, ranked #42.

Plum Street Advisors first reported a position in IWM in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.7M in Q3 2025. 2,740 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Plum Street Advisors held 5,052 shares of iShares Russell 2000 ETF worth $1.52M as of Q2 2026.
Plum Street Advisors sold 1,574 iShares Russell 2000 ETF shares in Q2 2026, an estimated $442K.
iShares Russell 2000 ETF made up 0.48% of Plum Street Advisors's portfolio in Q2 2026, its #42 holding.
Plum Street Advisors first reported a position in iShares Russell 2000 ETF in Q4 2023 and has held it in 11 quarters since.
Plum Street Advisors's iShares Russell 2000 ETF position peaked at $1.7M in Q3 2025.
2,740 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Plum Street Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.