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Roxbury Financial’s iShares Russell 2000 ETF IWM Stock Holding History

Roxbury Financial’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 		$142K Sell
473
-25
-5% -$7.03K 0.11% 125
2026
Q1 		$124K Sell
498
-101
-17% -$26.1K 0.11% 123
2025
Q4 		$147K Sell
599
-37
-6% -$9.1K 0.13% 109
2025
Q3 		$154K Hold
636
– – 0.14% 105
2025
Q2 		$137K Buy
636
+143
+29% +$28.8K 0.13% 108
2025
Q1 		$106K Buy
493
+245
+99% +$53.1K 0.1% 119
2024
Q4 		$60.2K Buy
+248
New +$56.5K 0.06% 146

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

Roxbury Financial's IWM Position: Q2 2026 in Review

Roxbury Financial reduced its iShares Russell 2000 ETF (IWM) stake by 5% in Q2 2026, selling an estimated $7.03K and leaving 473 shares worth $142K. The position accounts for 0.11% of the portfolio, ranked #125.

Roxbury Financial first reported a position in IWM in Q4 2024 and has held it in 7 quarters since. The position peaked at $154K in Q3 2025. 2,734 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Roxbury Financial held 473 shares of iShares Russell 2000 ETF worth $142K as of Q2 2026.
  • Roxbury Financial sold 25 iShares Russell 2000 ETF shares in Q2 2026, an estimated $7.03K.
  • iShares Russell 2000 ETF made up 0.11% of Roxbury Financial's portfolio in Q2 2026, its #125 holding.
  • Roxbury Financial first reported a position in iShares Russell 2000 ETF in Q4 2024 and has held it in 7 quarters since.
  • Roxbury Financial's iShares Russell 2000 ETF position peaked at $154K in Q3 2025.
  • 2,734 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Roxbury Financial's 13F filing for Q2 2026, filed 1 Jul 2026.