Red Wave Investments’s iShares Russell 2000 ETF IWM Stock Holding History

Red Wave Investments’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	$211K	Buy	+701	New	+$197K	0.05%	114
2023 Q1	–	Sell	-1,278	Closed	-$223K	–	95
2022 Q4	$223K	Buy	+1,278	New	+$227K	0.09%	85

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

Red Wave Investments's IWM Position: Q2 2026 in Review

Red Wave Investments opened a new position in iShares Russell 2000 ETF (IWM) in Q2 2026: 701 shares worth $211K. The stake represents 0.05% of the portfolio and ranks #114 among its holdings. This is a return to the name: Red Wave Investments previously reported a position in IWM as recently as Q4 2022.

Red Wave Investments first reported a position in IWM in Q4 2022 and has held it in 2 quarters since. The position peaked at $223K in Q4 2022. 2,740 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Red Wave Investments held 701 shares of iShares Russell 2000 ETF worth $211K as of Q2 2026.
iShares Russell 2000 ETF was a new Red Wave Investments position in Q2 2026.
iShares Russell 2000 ETF made up 0.05% of Red Wave Investments's portfolio in Q2 2026, its #114 holding.
Red Wave Investments first reported a position in iShares Russell 2000 ETF in Q4 2022 and has held it in 2 quarters since.
Red Wave Investments's iShares Russell 2000 ETF position peaked at $223K in Q4 2022.
2,740 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Red Wave Investments's 13F filing for Q2 2026, filed 6 Aug 2026.