Quattro Financial Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

Quattro Financial 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	$3M	Hold	10,000	–	–	0.64%	33
2026 Q1	$2.48M	Hold	10,000	–	–	0.75%	43
2025 Q4	$2.46M	Hold	10,000	–	–	0.73%	38
2025 Q3	$2.42M	Hold	10,000	–	–	0.77%	35
2025 Q2	$2.16M	Hold	10,000	–	–	0.76%	37
2025 Q1	$1.99M	Buy	10,000 +2,500	+33%	+$542K	0.68%	38
2024 Q4	$1.71M	Hold	7,500	–	–	0.44%	40
2024 Q3	$1.66M	Buy	7,500 +4,950	+194%	+$1.06M	0.47%	40
2024 Q2	$517K	Hold	2,550	–	–	0.14%	56
2024 Q1	$536K	Buy	+2,550	New	+$509K	0.15%	58

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

Quattro Financial Advisors's IWM Position: Q2 2026 in Review

Quattro Financial Advisors held its iShares Russell 2000 ETF (IWM) position steady in Q2 2026 at 10,000 shares worth $3M. The position accounts for 0.64% of the portfolio, ranked #33.

Quattro Financial Advisors first reported a position in IWM in Q1 2024 and has held it in 10 quarters since. 2,740 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Quattro Financial Advisors held 10,000 shares of iShares Russell 2000 ETF worth $3M as of Q2 2026.
Quattro Financial Advisors left its iShares Russell 2000 ETF share count unchanged in Q2 2026.
iShares Russell 2000 ETF made up 0.64% of Quattro Financial Advisors's portfolio in Q2 2026, its #33 holding.
Quattro Financial Advisors first reported a position in iShares Russell 2000 ETF in Q1 2024 and has held it in 10 quarters since.
2,740 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Quattro Financial Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.