Risk Paradigm Group’s iShares Russell 2000 ETF IWM Stock Holding History

Risk Paradigm Group’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	$3.05M	Buy	10,168 +579	+6%	+$163K	2.4%	21
2026 Q1	$2.38M	Buy	9,589 +5,732	+149%	+$1.48M	2.03%	26
2025 Q4	$949K	Buy	+3,857	New	+$948K	0.91%	34
2015 Q4	–	Sell	-62	Closed	-$6.77K	–	303
2015 Q3	$6.77K	Hold	62	–	–	0.01%	244
2015 Q2	$7.74K	Hold	62	–	–	0.01%	232
2015 Q1	$7.71K	Buy	+62	New	+$7.47K	0.01%	237

Other funds holding IWM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

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 Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Risk Paradigm Group's IWM Position: Q2 2026 in Review

Risk Paradigm Group increased its iShares Russell 2000 ETF (IWM) stake by 6% in Q2 2026, buying an estimated $163K and bringing the position to 10,168 shares worth $3.05M. The position accounts for 2.4% of the portfolio, ranked #21.

Risk Paradigm Group first reported a position in IWM in Q1 2015 and has held it in 6 quarters since. 2,730 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Risk Paradigm Group held 10,168 shares of iShares Russell 2000 ETF worth $3.05M as of Q2 2026.
Risk Paradigm Group bought 579 iShares Russell 2000 ETF shares in Q2 2026, an estimated $163K.
iShares Russell 2000 ETF made up 2.4% of Risk Paradigm Group's portfolio in Q2 2026, its #21 holding.
Risk Paradigm Group first reported a position in iShares Russell 2000 ETF in Q1 2015 and has held it in 6 quarters since.
2,730 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Risk Paradigm Group's 13F filing for Q2 2026, filed 5 Aug 2026.