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Relyea Zuckerberg Hanson’s iShares Russell 2000 ETF IWM Stock Holding History

Relyea Zuckerberg Hanson’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 		$2.09M Buy
6,946
+19
+0.3% +$5.34K 0.17% 77
2026
Q1 		$1.72M Buy
6,927
+31
+0.4% +$8K 0.17% 77
2025
Q4 		$1.7M Sell
6,896
-93
-1% -$22.9K 0.17% 79
2025
Q3 		$1.69M Sell
6,989
-1,293
-16% -$297K 0.18% 77
2025
Q2 		$1.79M Buy
8,282
+323
+4% +$65K 0.21% 71
2025
Q1 		$1.59M Buy
7,959
+3
+0% +$651 0.21% 71
2024
Q4 		$1.76M Sell
7,956
-47
-0.6% -$10.7K 0.24% 65
2024
Q3 		$1.77M Buy
8,003
+16
+0.2% +$3.42K 0.27% 55
2024
Q2 		$1.62M Buy
7,987
+2,240
+39% +$453K 0.27% 54
2024
Q1 		$1.21M Sell
5,747
-715
-11% -$143K 0.21% 66
2023
Q4 		$1.3M Sell
6,462
-422
-6% -$75.6K 0.25% 61
2023
Q3 		$1.22M Buy
6,884
+110
+2% +$20.6K 0.28% 57
2023
Q2 		$1.27M Buy
6,774
+9
+0.1% +$1.6K 0.28% 52
2023
Q1 		$1.21M Sell
6,765
-53
-0.8% -$9.76K 0.29% 53
2022
Q4 		$1.19M Buy
6,818
+2,773
+69% +$493K 0.34% 45
2022
Q3 		$667K Sell
4,045
-1,162
-22% -$212K 0.24% 66
2022
Q2 		$882K Sell
5,207
-139
-3% -$25.6K 0.33% 49
2022
Q1 		$1.07M Sell
5,346
-966
-15% -$197K 0.35% 48
2021
Q4 		$1.24M Sell
6,312
-13
-0.2% -$2.94K 0.45% 41
2021
Q3 		$1.38M Buy
6,325
+1
+0% +$222 0.54% 31
2021
Q2 		$1.45M Buy
6,324
+18
+0.3% +$4.05K 0.6% 30
2021
Q1 		$1.44M Buy
6,306
+35
+0.6% +$7.64K 0.64% 29
2020
Q4 		$1.23M Buy
6,271
+200
+3% +$35K 0.66% 27
2020
Q3 		$988K Buy
6,071
+58
+1% +$8.73K 0.64% 29
2020
Q2 		$861K Buy
6,013
+383
+7% +$50.3K 0.69% 31
2020
Q1 		$644K Buy
+5,630
New +$839K 0.71% 37

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

Relyea Zuckerberg Hanson's IWM Position: Q2 2026 in Review

Relyea Zuckerberg Hanson increased its iShares Russell 2000 ETF (IWM) stake by 0.27% in Q2 2026, buying an estimated $5.34K and bringing the position to 6,946 shares worth $2.09M. The position accounts for 0.17% of the portfolio, ranked #77.

Relyea Zuckerberg Hanson first reported a position in IWM in Q1 2020 and has held it in 26 quarters since. 2,727 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Relyea Zuckerberg Hanson held 6,946 shares of iShares Russell 2000 ETF worth $2.09M as of Q2 2026.
  • Relyea Zuckerberg Hanson bought 19 iShares Russell 2000 ETF shares in Q2 2026, an estimated $5.34K.
  • iShares Russell 2000 ETF made up 0.17% of Relyea Zuckerberg Hanson's portfolio in Q2 2026, its #77 holding.
  • Relyea Zuckerberg Hanson first reported a position in iShares Russell 2000 ETF in Q1 2020 and has held it in 26 quarters since.
  • 2,727 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Relyea Zuckerberg Hanson's 13F filing for Q2 2026, filed 16 Jul 2026.