Prosperity Financial Group’s iShares Russell 2000 ETF IWM Stock Holding History

Prosperity Financial Group’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	–	Sell	-1,106	Closed	-$274K	–	194
2026 Q1	$274K	Buy	1,106 +1	+0.1%	+$258	0.1%	156
2025 Q4	$272K	Buy	1,105 +1	+0.1%	+$246	0.1%	145
2025 Q3	$267K	Hold	1,104	–	–	0.1%	142
2025 Q2	$238K	Sell	1,104 -40	-3%	-$8.05K	0.1%	142
2025 Q1	$228K	Buy	1,144 +1	+0.1%	+$217	0.11%	137
2024 Q4	$253K	Buy	1,143 +1	+0.1%	+$228	0.13%	137
2024 Q3	$252K	Hold	1,142	–	–	0.14%	127
2024 Q2	$232K	Sell	1,142 -54	-5%	-$10.9K	0.15%	121
2024 Q1	$252K	Buy	1,196 +30	+3%	+$5.99K	0.16%	119
2023 Q4	$234K	Buy	1,166 +1	+0.1%	+$179	0.16%	112
2023 Q3	$206K	Buy	1,165 +25	+2%	+$4.69K	0.17%	104
2023 Q2	$213K	Buy	+1,140	New	+$203K	0.19%	115

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

Prosperity Financial Group's IWM Position: Q2 2026 in Review

Prosperity Financial Group sold out of iShares Russell 2000 ETF (IWM) in Q2 2026, closing a stake of 1,106 shares — an estimated $274K sold.

Prosperity Financial Group first reported a position in IWM in Q2 2023 and held it in 12 quarters. The position peaked at $274K in Q1 2026. 2,740 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Prosperity Financial Group reported no remaining iShares Russell 2000 ETF position as of Q2 2026 after selling out during the quarter.
Prosperity Financial Group sold 1,106 iShares Russell 2000 ETF shares in Q2 2026, an estimated $274K.
Prosperity Financial Group first reported a position in iShares Russell 2000 ETF in Q2 2023 and held it in 12 quarters.
Prosperity Financial Group's iShares Russell 2000 ETF position peaked at $274K in Q1 2026.
2,740 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Prosperity Financial Group's 13F filing for Q2 2026, filed 28 Jul 2026.