Rebalance’s iShares Russell 2000 ETF IWM Stock Holding History

Rebalance’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	$3.84M	Sell	12,774 -698	-5%	-$196K	0.2%	37
2026 Q1	$3.34M	Sell	13,472 -701	-5%	-$181K	0.19%	37
2025 Q4	$3.49M	Sell	14,173 -715	-5%	-$176K	0.2%	37
2025 Q3	$3.6M	Buy	14,888 +33	+0.2%	+$7.57K	0.22%	37
2025 Q2	$3.21M	Buy	14,855 +442	+3%	+$88.9K	0.22%	37
2025 Q1	$2.88M	Buy	14,413 +468	+3%	+$102K	0.21%	33
2024 Q4	$3.08M	Buy	13,945 +56	+0.4%	+$12.8K	0.23%	34
2024 Q3	$3.07M	Sell	13,889 -183	-1%	-$39.2K	0.22%	34
2024 Q2	$2.86M	Buy	14,072 +1,839	+15%	+$372K	0.23%	33
2024 Q1	$2.57M	Sell	12,233 -684	-5%	-$136K	0.21%	37
2023 Q4	$2.59M	Buy	12,917 +464	+4%	+$83.1K	0.23%	38
2023 Q3	$2.2M	Buy	12,453 +236	+2%	+$44.3K	0.21%	38
2023 Q2	$2.29M	Sell	12,217 -349	-3%	-$62.2K	0.22%	38
2023 Q1	$2.24M	Buy	12,566 +24	+0.2%	+$4.42K	0.22%	38
2022 Q4	$2.19M	Buy	+12,542	New	+$2.23M	0.23%	38

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

Rebalance's IWM Position: Q2 2026 in Review

Rebalance reduced its iShares Russell 2000 ETF (IWM) stake by 5.2% in Q2 2026, selling an estimated $196K and leaving 12,774 shares worth $3.84M. The position accounts for 0.2% of the portfolio, ranked #37.

Rebalance first reported a position in IWM in Q4 2022 and has held it in 15 quarters since. 2,724 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Rebalance held 12,774 shares of iShares Russell 2000 ETF worth $3.84M as of Q2 2026.
Rebalance sold 698 iShares Russell 2000 ETF shares in Q2 2026, an estimated $196K.
iShares Russell 2000 ETF made up 0.2% of Rebalance's portfolio in Q2 2026, its #37 holding.
Rebalance first reported a position in iShares Russell 2000 ETF in Q4 2022 and has held it in 15 quarters since.
2,724 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Rebalance's 13F filing for Q2 2026, filed 16 Jul 2026.