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Rise Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

Rise Advisors’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 		$2.07M Buy
6,899
+1,146
+20% +$322K 0.58% 21
2026
Q1 		$1.44M Buy
5,753
+108
+2% +$27.9K 0.51% 20
2025
Q4 		$1.39M Buy
5,645
+2,976
+112% +$732K 0.5% 18
2025
Q3 		$646K Buy
2,669
+456
+21% +$105K 0.23% 34
2025
Q2 		$478K Buy
2,213
+165
+8% +$33.2K 0.19% 50
2025
Q1 		$409K Buy
2,048
+129
+7% +$28K 0.18% 50
2024
Q4 		$424K Sell
1,919
-69
-3% -$15.7K 0.2% 51
2024
Q3 		$439K Buy
1,988
+115
+6% +$24.6K 0.21% 50
2024
Q2 		$380K Sell
1,873
-11
-0.6% -$2.22K 0.2% 52
2024
Q1 		$396K Buy
1,884
+10
+0.5% +$2K 0.21% 49
2023
Q4 		$376K Buy
1,874
+63
+3% +$11.3K 0.26% 33
2023
Q3 		$320K Buy
1,811
+137
+8% +$25.7K 0.25% 33
2023
Q2 		$314K Buy
1,674
+41
+3% +$7.31K 0.24% 48
2023
Q1 		$291K Sell
1,633
-5
-0.3% -$921 0.22% 49
2022
Q4 		$286K Buy
1,638
+37
+2% +$6.58K 0.23% 52
2022
Q3 		$264K Sell
1,601
-43
-3% -$7.84K 0.22% 52
2022
Q2 		$278K Buy
1,644
+30
+2% +$5.53K 0.28% 48
2022
Q1 		$331K Buy
1,614
+89
+6% +$18.2K 0.3% 45
2021
Q4 		$339K Buy
+1,525
New +$345K 0.32% 45

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

Rise Advisors's IWM Position: Q2 2026 in Review

Rise Advisors increased its iShares Russell 2000 ETF (IWM) stake by 20% in Q2 2026, buying an estimated $322K and bringing the position to 6,899 shares worth $2.07M. The position accounts for 0.58% of the portfolio, ranked #21.

Rise Advisors first reported a position in IWM in Q4 2021 and has held it in 19 quarters since. 2,725 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Rise Advisors held 6,899 shares of iShares Russell 2000 ETF worth $2.07M as of Q2 2026.
  • Rise Advisors bought 1,146 iShares Russell 2000 ETF shares in Q2 2026, an estimated $322K.
  • iShares Russell 2000 ETF made up 0.58% of Rise Advisors's portfolio in Q2 2026, its #21 holding.
  • Rise Advisors first reported a position in iShares Russell 2000 ETF in Q4 2021 and has held it in 19 quarters since.
  • 2,725 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Rise Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.