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RDA Financial Network’s iShares Russell 2000 ETF IWM Stock Holding History

RDA Financial Network’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 		$734K Sell
2,444
-94
-4% -$26.4K 0.16% 129
2026
Q1 		$629K Buy
2,538
+38
+2% +$9.8K 0.16% 139
2025
Q4 		$615K Sell
2,500
-4
-0.2% -$983 0.15% 134
2025
Q3 		$606K Sell
2,504
-278
-10% -$63.8K 0.15% 133
2025
Q2 		$600K Sell
2,782
-204
-7% -$41.1K 0.16% 132
2025
Q1 		$596K Buy
2,986
+38
+1% +$8.24K 0.18% 119
2024
Q4 		$651K Sell
2,948
-4
-0.1% -$912 0.19% 116
2024
Q3 		$652K Sell
2,952
-303
-9% -$64.8K 0.2% 116
2024
Q2 		$660K Sell
3,255
-1
-0% -$202 0.22% 112
2024
Q1 		$685K Sell
3,256
-15
-0.5% -$2.99K 0.23% 106
2023
Q4 		$657K Sell
3,271
-59
-2% -$10.6K 0.25% 99
2023
Q3 		$588K Buy
3,330
+86
+3% +$16.1K 0.25% 96
2023
Q2 		$607K Buy
3,244
+362
+13% +$64.5K 0.26% 91
2023
Q1 		$514K Buy
2,882
+546
+23% +$101K 0.23% 101
2022
Q4 		$407K Buy
2,336
+3
+0.1% +$534 0.2% 116
2022
Q3 		$385K Buy
2,333
+113
+5% +$20.6K 0.21% 115
2022
Q2 		$376K Sell
2,220
-106
-5% -$19.5K 0.19% 124
2022
Q1 		$477K Sell
2,326
-232
-9% -$47.3K 0.2% 121
2021
Q4 		$569K Sell
2,558
-5
-0.2% -$1.13K 0.23% 105
2021
Q3 		$561K Buy
2,563
+84
+3% +$18.6K 0.25% 100
2021
Q2 		$569K Buy
2,479
+16
+0.6% +$3.6K 0.25% 94
2021
Q1 		$544K Sell
2,463
-192
-7% -$41.9K 0.23% 101
2020
Q4 		$521K Buy
2,655
+545
+26% +$95.4K 0.23% 99
2020
Q3 		$316K Buy
2,110
+150
+8% +$22.6K 0.14% 153
2020
Q2 		$281K Buy
1,960
+142
+8% +$18.6K 0.14% 157
2020
Q1 		$208K Sell
1,818
-475
-21% -$70.8K 0.13% 165
2019
Q4 		$376K Buy
2,293
+435
+23% +$68.7K 0.15% 151
2019
Q3 		$296K Buy
1,858
+545
+42% +$83.2K 0.13% 171
2019
Q2 		$204K Buy
+1,313
New +$202K 0.09% 211

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Treasurer of the State of North Carolina
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
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

RDA Financial Network's IWM Position: Q2 2026 in Review

RDA Financial Network reduced its iShares Russell 2000 ETF (IWM) stake by 3.7% in Q2 2026, selling an estimated $26.4K and leaving 2,444 shares worth $734K. The position accounts for 0.16% of the portfolio, ranked #129.

RDA Financial Network first reported a position in IWM in Q2 2019 and has held it in 29 quarters since. 2,731 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • RDA Financial Network held 2,444 shares of iShares Russell 2000 ETF worth $734K as of Q2 2026.
  • RDA Financial Network sold 94 iShares Russell 2000 ETF shares in Q2 2026, an estimated $26.4K.
  • iShares Russell 2000 ETF made up 0.16% of RDA Financial Network's portfolio in Q2 2026, its #129 holding.
  • RDA Financial Network first reported a position in iShares Russell 2000 ETF in Q2 2019 and has held it in 29 quarters since.
  • 2,731 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on RDA Financial Network's 13F filing for Q2 2026, filed 6 Jul 2026.