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

Rockingstone 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 		$6.83M Buy
22,716
+305
+1% +$85.7K 2.74% 5
2026
Q1 		$5.56M Buy
22,411
+192
+0.9% +$49.5K 2.55% 6
2025
Q4 		$5.47M Buy
22,219
+1,830
+9% +$450K 2.49% 6
2025
Q3 		$4.93M Buy
20,389
+1,800
+10% +$413K 2.43% 9
2025
Q2 		$4.01M Sell
18,589
-3,720
-17% -$749K 2.11% 13
2025
Q1 		$4.45M Buy
22,309
+470
+2% +$102K 2% 10
2024
Q4 		$4.83M Buy
21,839
+835
+4% +$190K 2.13% 10
2024
Q3 		$4.64M Buy
21,004
+183
+0.9% +$39.2K 2.28% 10
2024
Q2 		$4.22M Buy
20,821
+262
+1% +$52.9K 2.17% 12
2024
Q1 		$4.32M Sell
20,559
-115
-0.6% -$22.9K 2.23% 9
2023
Q4 		$4.15M Buy
20,674
+1,645
+9% +$295K 2.33% 9
2023
Q3 		$3.36M Buy
19,029
+1,120
+6% +$210K 1.86% 14
2023
Q2 		$3.35M Sell
17,909
-2,390
-12% -$426K 1.89% 13
2023
Q1 		$3.62M Buy
20,299
+1,216
+6% +$224K 2.21% 9
2022
Q4 		$3.33M Buy
+19,083
New +$3.39M 2.49% 7

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

Rockingstone Advisors's IWM Position: Q2 2026 in Review

Rockingstone Advisors increased its iShares Russell 2000 ETF (IWM) stake by 1.4% in Q2 2026, buying an estimated $85.7K and bringing the position to 22,716 shares worth $6.83M. The position accounts for 2.74% of the portfolio, ranked #5.

Rockingstone Advisors first reported a position in IWM in Q4 2022 and has held it in 15 quarters since. 2,737 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Rockingstone Advisors held 22,716 shares of iShares Russell 2000 ETF worth $6.83M as of Q2 2026.
  • Rockingstone Advisors bought 305 iShares Russell 2000 ETF shares in Q2 2026, an estimated $85.7K.
  • iShares Russell 2000 ETF made up 2.74% of Rockingstone Advisors's portfolio in Q2 2026, its #5 holding.
  • Rockingstone Advisors first reported a position in iShares Russell 2000 ETF in Q4 2022 and has held it in 15 quarters since.
  • 2,737 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Rockingstone Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.