QTR Family Wealth’s iShares Russell 2000 ETF IWM Stock Holding History

QTR Family Wealth’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	$217K	Buy	+721	New	+$203K	0.08%	304
2026 Q1	–	Sell	-770	Closed	-$205K	–	305
2025 Q4	$205K	Sell	770 -985	-56%	-$242K	0.09%	266
2025 Q3	$425K	Sell	1,755 -414	-19%	-$95K	0.2%	110
2025 Q2	$468K	Sell	2,169 -95	-4%	-$19.1K	0.29%	79
2025 Q1	$452K	Buy	+2,264	New	+$491K	0.34%	78

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

QTR Family Wealth's IWM Position: Q2 2026 in Review

QTR Family Wealth opened a new position in iShares Russell 2000 ETF (IWM) in Q2 2026: 721 shares worth $217K. The stake represents 0.08% of the portfolio and ranks #304 among its holdings. This is a return to the name: QTR Family Wealth previously reported a position in IWM as recently as Q4 2025.

QTR Family Wealth first reported a position in IWM in Q1 2025 and has held it in 5 quarters since. The position peaked at $468K in Q2 2025. 2,740 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

QTR Family Wealth held 721 shares of iShares Russell 2000 ETF worth $217K as of Q2 2026.
iShares Russell 2000 ETF was a new QTR Family Wealth position in Q2 2026.
iShares Russell 2000 ETF made up 0.08% of QTR Family Wealth's portfolio in Q2 2026, its #304 holding.
QTR Family Wealth first reported a position in iShares Russell 2000 ETF in Q1 2025 and has held it in 5 quarters since.
QTR Family Wealth's iShares Russell 2000 ETF position peaked at $468K in Q2 2025.
2,740 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

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