Quadrant Private Wealth Management’s iShares Russell 2000 ETF IWM Stock Holding History

Quadrant Private Wealth 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
2026 Q2	–	Sell	-1,751	Closed	-$434K	–	228
2026 Q1	$434K	Buy	1,751 +103	+6%	+$26.6K	0.07%	190
2025 Q4	$406K	Hold	1,648	–	–	0.07%	190
2025 Q3	$399K	Hold	1,648	–	–	0.07%	179
2025 Q2	$356K	Sell	1,648 -15	-0.9%	-$3.02K	0.07%	177
2025 Q1	$332K	Hold	1,663	–	–	0.08%	174
2024 Q4	$367K	Hold	1,663	–	–	0.09%	178
2024 Q3	$367K	Sell	1,663 -649	-28%	-$139K	0.09%	170
2024 Q2	$469K	Sell	2,312 -89	-4%	-$18K	0.11%	153
2024 Q1	$505K	Buy	2,401 +329	+16%	+$65.6K	0.13%	138
2023 Q4	$416K	Buy	+2,072	New	+$371K	0.12%	148
2023 Q3	–	Sell	-1,968	Closed	-$369K	–	232
2023 Q2	$369K	Hold	1,968	–	–	0.11%	158
2023 Q1	$351K	Hold	1,968	–	–	0.11%	160
2022 Q4	$343K	Buy	+1,968	New	+$350K	0.12%	155
2022 Q2	$299K	Buy	+1,768	New	+$326K	0.12%	148

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

Quadrant Private Wealth Management's IWM Position: Q2 2026 in Review

Quadrant Private Wealth Management sold out of iShares Russell 2000 ETF (IWM) in Q2 2026, closing a stake of 1,751 shares — an estimated $434K sold.

Quadrant Private Wealth Management first reported a position in IWM in Q2 2022 and held it in 14 quarters. The position peaked at $505K in Q1 2024. 2,730 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Quadrant Private Wealth Management reported no remaining iShares Russell 2000 ETF position as of Q2 2026 after selling out during the quarter.
Quadrant Private Wealth Management sold 1,751 iShares Russell 2000 ETF shares in Q2 2026, an estimated $434K.
Quadrant Private Wealth Management first reported a position in iShares Russell 2000 ETF in Q2 2022 and held it in 14 quarters.
Quadrant Private Wealth Management's iShares Russell 2000 ETF position peaked at $505K in Q1 2024.
2,730 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Quadrant Private Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.