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

RTD 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	$17.2M	Sell	57,392 -2,079	-3%	-$584K	1.88%	15
2026 Q1	$14.7M	Sell	59,471 -2,848	-5%	-$735K	1.81%	17
2025 Q4	$15.3M	Sell	62,319 -1,721	-3%	-$423K	1.87%	16
2025 Q3	$15.5M	Sell	64,040 -775	-1%	-$178K	1.86%	15
2025 Q2	$14M	Sell	64,815 -184	-0.3%	-$37K	1.79%	16
2025 Q1	$13M	Sell	64,999 -4,239	-6%	-$920K	1.74%	17
2024 Q4	$15.3M	Sell	69,238 -708	-1%	-$161K	1.96%	13
2024 Q3	$15.5M	Sell	69,946 -443	-0.6%	-$94.8K	1.96%	14
2024 Q2	$14.3M	Sell	70,389 -1,038	-1%	-$210K	1.92%	13
2024 Q1	$15M	Sell	71,427 -724	-1%	-$144K	2.02%	13
2023 Q4	$14.5M	Buy	72,151 +291	+0.4%	+$52.1K	2.03%	13
2023 Q3	$12.7M	Buy	71,860 +21	+0%	+$3.94K	1.94%	13
2023 Q2	$13.5M	Buy	71,839 +490	+0.7%	+$87.4K	1.96%	13
2023 Q1	$12.7M	Buy	71,349 +1,827	+3%	+$336K	1.97%	13
2022 Q4	$12.1M	Sell	69,522 -217	-0.3%	-$38.6K	1.98%	13
2022 Q3	$11.5M	Sell	69,739 -409	-0.6%	-$74.6K	2.12%	12
2022 Q2	$11.9M	Buy	70,148 +6,838	+11%	+$1.26M	1.82%	15
2022 Q1	$13M	Buy	63,310 +2,231	+4%	+$455K	1.75%	14
2021 Q4	$13.6M	Buy	+61,079	New	+$13.8M	1.78%	14

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

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

RTD Financial Advisors reduced its iShares Russell 2000 ETF (IWM) stake by 3.5% in Q2 2026, selling an estimated $584K and leaving 57,392 shares worth $17.2M. The position accounts for 1.88% of the portfolio, ranked #15.

RTD Financial Advisors first reported a position in IWM in Q4 2021 and has held it in 19 quarters since. 2,724 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

RTD Financial Advisors held 57,392 shares of iShares Russell 2000 ETF worth $17.2M as of Q2 2026.
RTD Financial Advisors sold 2,079 iShares Russell 2000 ETF shares in Q2 2026, an estimated $584K.
iShares Russell 2000 ETF made up 1.88% of RTD Financial Advisors's portfolio in Q2 2026, its #15 holding.
RTD Financial Advisors first reported a position in iShares Russell 2000 ETF in Q4 2021 and has held it in 19 quarters since.
2,724 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on RTD Financial Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.