Roehl & Yi Investment Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

Roehl & Yi Investment 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	$1.09M	Hold	39,429	–	–	0.36%	58
2026 Q1	$902K	Buy	39,429 +11,993	+44%	+$3.09M	0.34%	61
2025 Q4	$1.02M	Buy	27,436 +2,187	+9%	+$538K	0.4%	50
2025 Q3	$473K	Hold	25,249	–	–	0.21%	96
2025 Q2	$425K	Hold	25,249	–	–	0.22%	98
2025 Q1	$394K	Sell	25,249 -1,328	-5%	-$288K	0.21%	100
2024 Q4	$728K	Buy	+26,577	New	+$6.06M	0.4%	57

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

Roehl & Yi Investment Advisors's IWM Position: Q2 2026 in Review

Roehl & Yi Investment Advisors held its iShares Russell 2000 ETF (IWM) position steady in Q2 2026 at 39,429 shares worth $1.09M. The position accounts for 0.36% of the portfolio, ranked #58.

Roehl & Yi Investment Advisors first reported a position in IWM in Q4 2024 and has held it in 7 quarters since. 2,726 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Roehl & Yi Investment Advisors held 39,429 shares of iShares Russell 2000 ETF worth $1.09M as of Q2 2026.
Roehl & Yi Investment Advisors left its iShares Russell 2000 ETF share count unchanged in Q2 2026.
iShares Russell 2000 ETF made up 0.36% of Roehl & Yi Investment Advisors's portfolio in Q2 2026, its #58 holding.
Roehl & Yi Investment Advisors first reported a position in iShares Russell 2000 ETF in Q4 2024 and has held it in 7 quarters since.
2,726 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Roehl & Yi Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.