Quest 10 Wealth Builders’s iShares Russell 2000 ETF IWM Stock Holding History

Quest 10 Wealth Builders’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	$27.3K	Sell	91 -37	-29%	-$10.4K	0.02%	293
2026 Q1	$31.7K	Sell	128 -15	-10%	-$3.87K	0.03%	267
2025 Q4	$35.2K	Buy	143 +21	+17%	+$5.16K	0.03%	230
2025 Q3	$29.5K	Hold	122	–	–	0.03%	221
2025 Q2	$26.3K	Sell	122 -24	-16%	-$4.83K	0.03%	252
2025 Q1	$29.1K	Buy	146 +17	+13%	+$3.69K	0.03%	221
2024 Q4	$28.5K	Buy	+129	New	+$29.4K	0.03%	253

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

Quest 10 Wealth Builders's IWM Position: Q2 2026 in Review

Quest 10 Wealth Builders reduced its iShares Russell 2000 ETF (IWM) stake by 29% in Q2 2026, selling an estimated $10.4K and leaving 91 shares worth $27.3K. The position accounts for 0.02% of the portfolio, ranked #293.

Quest 10 Wealth Builders first reported a position in IWM in Q4 2024 and has held it in 7 quarters since. The position peaked at $35.2K in Q4 2025. 2,730 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Quest 10 Wealth Builders held 91 shares of iShares Russell 2000 ETF worth $27.3K as of Q2 2026.
Quest 10 Wealth Builders sold 37 iShares Russell 2000 ETF shares in Q2 2026, an estimated $10.4K.
iShares Russell 2000 ETF made up 0.02% of Quest 10 Wealth Builders's portfolio in Q2 2026, its #293 holding.
Quest 10 Wealth Builders first reported a position in iShares Russell 2000 ETF in Q4 2024 and has held it in 7 quarters since.
Quest 10 Wealth Builders's iShares Russell 2000 ETF position peaked at $35.2K in Q4 2025.
2,730 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Quest 10 Wealth Builders's 13F filing for Q2 2026, filed 24 Jul 2026.