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Retirement Income Solutions’s iShares Russell 2000 ETF IWM Stock Holding History

Retirement Income Solutions’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 		$341K Hold
1,374
– – 0.06% 117
2026
Q1 		$341K Sell
1,374
-265
-16% -$68.4K 0.06% 118
2025
Q4 		$403K Hold
1,639
– – 0.07% 105
2025
Q3 		$397K Hold
1,639
– – 0.07% 102
2025
Q2 		$354K Sell
1,639
-125
-7% -$25.2K 0.06% 107
2025
Q1 		$352K Hold
1,764
– – 0.07% 97
2024
Q4 		$390K Buy
1,764
+451
+34% +$103K 0.08% 89
2024
Q3 		$290K Hold
1,313
– – 0.07% 108
2024
Q2 		$266K Sell
1,313
-345
-21% -$69.7K 0.06% 110
2024
Q1 		$349K Buy
1,658
+150
+10% +$29.9K 0.08% 99
2023
Q4 		$303K Hold
1,508
– – 0.08% 104
2023
Q3 		$267K Buy
1,508
+125
+9% +$23.5K 0.07% 104
2023
Q2 		$259K Hold
1,383
– – 0.07% 115
2023
Q1 		$247K Hold
1,383
– – 0.07% 117
2022
Q4 		$241K Sell
1,383
-40
-3% -$7.11K 0.08% 105
2022
Q3 		$236K Buy
1,423
+195
+16% +$35.6K 0.08% 100
2022
Q2 		$208K Sell
1,228
-234
-16% -$43.1K 0.07% 109
2022
Q1 		$300K Sell
1,462
-1,282
-47% -$262K 0.08% 88
2021
Q4 		$610K Buy
2,744
+1,179
+75% +$266K 0.16% 56
2021
Q3 		$342K Sell
1,565
-731
-32% -$162K 0.11% 77
2021
Q2 		$527K Buy
2,296
+400
+21% +$89.9K 0.18% 59
2021
Q1 		$419K Buy
1,896
+573
+43% +$125K 0.14% 68
2020
Q4 		$259K Buy
+1,323
New +$232K 0.09% 80
2020
Q2 		– Sell
-2,976
Closed -$341K – 81
2020
Q1 		$341K Sell
2,976
-4,277
-59% -$638K 0.19% 54
2019
Q4 		$1.2M Hold
7,253
– – 0.5% 21
2019
Q3 		$1.1M Sell
7,253
-597
-8% -$91.2K 0.59% 17
2019
Q2 		$1.22M Sell
7,850
-48
-0.6% -$7.4K 0.65% 15
2019
Q1 		$1.21M Sell
7,898
-232
-3% -$34.9K 0.69% 14
2018
Q4 		$1.09M Buy
8,130
+2,092
+35% +$312K 0.71% 15
2018
Q3 		$1.02M Buy
6,038
+324
+6% +$54.7K 0.57% 17
2018
Q2 		$936K Sell
5,714
-49
-0.9% -$7.84K 0.57% 16
2018
Q1 		$875K Buy
5,763
+42
+0.7% +$6.49K 0.53% 16
2017
Q4 		$872K Buy
+5,721
New +$859K 0.51% 22

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

Retirement Income Solutions's IWM Position: Q2 2026 in Review

Retirement Income Solutions held its iShares Russell 2000 ETF (IWM) position steady in Q2 2026 at 1,374 shares worth $341K. The position accounts for 0.06% of the portfolio, ranked #117.

Retirement Income Solutions first reported a position in IWM in Q4 2017 and has held it in 33 quarters since. The position peaked at $1.22M in Q2 2019. 2,725 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Retirement Income Solutions held 1,374 shares of iShares Russell 2000 ETF worth $341K as of Q2 2026.
  • Retirement Income Solutions left its iShares Russell 2000 ETF share count unchanged in Q2 2026.
  • iShares Russell 2000 ETF made up 0.06% of Retirement Income Solutions's portfolio in Q2 2026, its #117 holding.
  • Retirement Income Solutions first reported a position in iShares Russell 2000 ETF in Q4 2017 and has held it in 33 quarters since.
  • Retirement Income Solutions's iShares Russell 2000 ETF position peaked at $1.22M in Q2 2019.
  • 2,725 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Retirement Income Solutions's 13F filing for Q2 2026, filed 3 Aug 2026.