Ritholtz Wealth Management’s iShares Russell 2000 ETF IWM Stock Holding History

Ritholtz Wealth Management’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	$850K	Buy	2,829 +23	+0.8%	+$6.46K	0.01%	670
2026 Q1	$696K	Buy	2,806 +221	+9%	+$57K	0.01%	669
2025 Q4	$636K	Sell	2,585 -171	-6%	-$42K	0.01%	644
2025 Q3	$667K	Buy	2,756 +207	+8%	+$47.5K	0.01%	600
2025 Q2	$550K	Sell	2,549 -201	-7%	-$40.4K	0.01%	612
2025 Q1	$549K	Buy	2,750 +474	+21%	+$103K	0.02%	567
2024 Q4	$503K	Buy	2,276 +162	+8%	+$36.9K	0.01%	563
2024 Q3	$467K	Sell	2,114 -246	-10%	-$52.6K	0.01%	580
2024 Q2	$479K	Buy	2,360 +857	+57%	+$173K	0.02%	543
2024 Q1	$316K	Buy	+1,503	New	+$300K	0.01%	621
2021 Q2	–	Sell	-929	Closed	-$205K	–	549
2021 Q1	$205K	Buy	+929	New	+$203K	0.02%	402
2016 Q4	$406K	Buy	+3,014	New	+$385K	0.21%	48

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

Ritholtz Wealth Management's IWM Position: Q2 2026 in Review

Ritholtz Wealth Management increased its iShares Russell 2000 ETF (IWM) stake by 0.82% in Q2 2026, buying an estimated $6.46K and bringing the position to 2,829 shares worth $850K. The position accounts for 0.01% of the portfolio, ranked #670.

Ritholtz Wealth Management first reported a position in IWM in Q4 2016 and has held it in 12 quarters since. 2,740 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Ritholtz Wealth Management held 2,829 shares of iShares Russell 2000 ETF worth $850K as of Q2 2026.
Ritholtz Wealth Management bought 23 iShares Russell 2000 ETF shares in Q2 2026, an estimated $6.46K.
iShares Russell 2000 ETF made up 0.01% of Ritholtz Wealth Management's portfolio in Q2 2026, its #670 holding.
Ritholtz Wealth Management first reported a position in iShares Russell 2000 ETF in Q4 2016 and has held it in 12 quarters since.
2,740 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Ritholtz Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.