Rollins Financial Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

Rollins Financial 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	$1.61M	Buy	5,356 +2,421	+82%	+$680K	0.21%	59
2026 Q1	$728K	Buy	2,935 +664	+29%	+$171K	0.12%	81
2025 Q4	$559K	Buy	2,271 +226	+11%	+$55.6K	0.08%	91
2025 Q3	$495K	Sell	2,045 -25	-1%	-$5.74K	0.07%	87
2025 Q2	$447K	Buy	2,070 +378	+22%	+$76.1K	0.07%	86
2025 Q1	$337K	Buy	1,692 +3	+0.2%	+$651	0.06%	97
2024 Q4	$373K	Buy	1,689 +110	+7%	+$25.1K	0.06%	93
2024 Q3	$349K	Buy	1,579 +525	+50%	+$112K	0.06%	95
2024 Q2	$214K	Buy	+1,054	New	+$213K	0.04%	119

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

Rollins Financial Advisors's IWM Position: Q2 2026 in Review

Rollins Financial Advisors increased its iShares Russell 2000 ETF (IWM) stake by 82% in Q2 2026, buying an estimated $680K and bringing the position to 5,356 shares worth $1.61M. The position accounts for 0.21% of the portfolio, ranked #59.

Rollins Financial Advisors first reported a position in IWM in Q2 2024 and has held it in 9 quarters since. 2,730 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Rollins Financial Advisors held 5,356 shares of iShares Russell 2000 ETF worth $1.61M as of Q2 2026.
Rollins Financial Advisors bought 2,421 iShares Russell 2000 ETF shares in Q2 2026, an estimated $680K.
iShares Russell 2000 ETF made up 0.21% of Rollins Financial Advisors's portfolio in Q2 2026, its #59 holding.
Rollins Financial Advisors first reported a position in iShares Russell 2000 ETF in Q2 2024 and has held it in 9 quarters since.
2,730 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Rollins Financial Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.