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Redwood Family Wealth’s iShares Russell 2000 ETF IWM Stock Holding History

Redwood Family Wealth’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
Q1 		– Sell
-500
Closed -$123K – 110
2025
Q4 		$123K Buy
+500
New +$123K 0.12% 102

Other funds holding IWM

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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Redwood Family Wealth's IWM Position: Q2 2026 in Review

Redwood Family Wealth held its iShares Russell 2000 ETF (IWM) position steady in Q2 2026 at 1,420 shares worth $427K. The position accounts for 0.37% of the portfolio, ranked #56.

Redwood Family Wealth first reported a position in IWM in Q4 2025 and has held it in 3 quarters since. 2,180 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Redwood Family Wealth held 1,420 shares of iShares Russell 2000 ETF worth $427K as of Q2 2026.
  • Redwood Family Wealth left its iShares Russell 2000 ETF share count unchanged in Q2 2026.
  • iShares Russell 2000 ETF made up 0.37% of Redwood Family Wealth's portfolio in Q2 2026, its #56 holding.
  • Redwood Family Wealth first reported a position in iShares Russell 2000 ETF in Q4 2025 and has held it in 3 quarters since.
  • 2,180 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Redwood Family Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.