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 Q2	$601K	Buy	+2,000	New	+$562K	0.53%	40

Other funds holding IWM

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

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

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. 2,210 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.
2,210 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.