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Roffman Miller Associates’s iShares Russell 2000 ETF IWM Stock Holding History

Roffman Miller Associates’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 		$366K Buy
1,219
+45
+4% +$12.6K 0.02% 85
2026
Q1 		$291K Buy
1,174
+10
+0.9% +$2.58K 0.02% 85
2025
Q4 		$286K Buy
1,164
+1
+0.1% +$246 0.02% 84
2025
Q3 		$281K Buy
1,163
+36
+3% +$8.26K 0.02% 80
2025
Q2 		$243K Hold
1,127
– – 0.01% 74
2025
Q1 		$225K Sell
1,127
-19
-2% -$4.12K 0.01% 75
2024
Q4 		$253K Buy
1,146
+19
+2% +$4.33K 0.02% 75
2024
Q3 		$249K Hold
1,127
– – 0.02% 76
2024
Q2 		$229K Sell
1,127
-7
-0.6% -$1.42K 0.02% 75
2024
Q1 		$238K Sell
1,134
-29
-2% -$5.79K 0.02% 77
2023
Q4 		$233K Sell
1,163
-24
-2% -$4.3K 0.02% 76
2023
Q3 		$210K Buy
1,187
+27
+2% +$5.07K 0.02% 77
2023
Q2 		$217K Sell
1,160
-668
-37% -$119K 0.02% 74
2023
Q1 		$326K Hold
1,828
– – 0.03% 72
2022
Q4 		$319K Buy
1,828
+33
+2% +$5.87K 0.03% 73
2022
Q3 		$296K Sell
1,795
-36
-2% -$6.57K 0.03% 74
2022
Q2 		$310K Hold
1,831
– – 0.03% 76
2022
Q1 		$376K Buy
1,831
+20
+1% +$4.08K 0.03% 75
2021
Q4 		$403K Hold
1,811
– – 0.03% 73
2021
Q3 		$396K Hold
1,811
– – 0.03% 72
2021
Q2 		$415K Buy
1,811
+4
+0.2% +$899 0.03% 70
2021
Q1 		$399K Hold
1,807
– – 0.03% 69
2020
Q4 		$354K Buy
1,807
+74
+4% +$12.9K 0.03% 74
2020
Q3 		$260K Sell
1,733
-32
-2% -$4.81K 0.03% 74
2020
Q2 		$253K Sell
1,765
-248
-12% -$32.5K 0.03% 127
2020
Q1 		$230K Sell
2,013
-222
-10% -$33.1K 0.03% 77
2019
Q4 		$370K Sell
2,235
-75
-3% -$11.9K 0.04% 77
2019
Q3 		$350K Sell
2,310
-1,103
-32% -$168K 0.04% 82
2019
Q2 		$531K Sell
3,413
-351
-9% -$54.1K 0.06% 65
2019
Q1 		$574K Buy
3,764
+925
+33% +$139K 0.07% 64
2018
Q4 		$380K Sell
2,839
-1,189
-30% -$177K 0.05% 64
2018
Q3 		$679K Buy
+4,028
New +$680K 0.08% 64

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

Roffman Miller Associates's IWM Position: Q2 2026 in Review

Roffman Miller Associates increased its iShares Russell 2000 ETF (IWM) stake by 3.8% in Q2 2026, buying an estimated $12.6K and bringing the position to 1,219 shares worth $366K. The position accounts for 0.02% of the portfolio, ranked #85.

Roffman Miller Associates first reported a position in IWM in Q3 2018 and has held it in 32 quarters since. The position peaked at $679K in Q3 2018. 2,731 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Roffman Miller Associates held 1,219 shares of iShares Russell 2000 ETF worth $366K as of Q2 2026.
  • Roffman Miller Associates bought 45 iShares Russell 2000 ETF shares in Q2 2026, an estimated $12.6K.
  • iShares Russell 2000 ETF made up 0.02% of Roffman Miller Associates's portfolio in Q2 2026, its #85 holding.
  • Roffman Miller Associates first reported a position in iShares Russell 2000 ETF in Q3 2018 and has held it in 32 quarters since.
  • Roffman Miller Associates's iShares Russell 2000 ETF position peaked at $679K in Q3 2018.
  • 2,731 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Roffman Miller Associates's 13F filing for Q2 2026, filed 13 Jul 2026.