Second Half Financial Partners’s iShares Russell 2000 ETF IWM Stock Holding History

Second Half Financial Partners’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	$2.72M	Sell	9,062 -586	-6%	-$165K	1.12%	13
2026 Q1	$2.39M	Buy	9,648 +3,593	+59%	+$927K	1.08%	14
2025 Q4	$1.49M	Sell	6,055 -7,945	-57%	-$1.95M	0.66%	21
2025 Q3	$3.39M	Sell	14,000 -23	-0.2%	-$5.28K	1.49%	9
2025 Q2	$3.03M	Buy	14,023 +1,586	+13%	+$319K	1.43%	11
2025 Q1	$2.48M	Buy	12,437 +1,139	+10%	+$247K	1.23%	12
2024 Q4	$2.5M	Sell	11,298 -501	-4%	-$114K	1.22%	18
2024 Q3	$2.61M	Buy	+11,799	New	+$2.52M	1.38%	27
2022 Q3	–	Sell	-3,325	Closed	-$735K	–	52
2022 Q2	$735K	Hold	3,325	–	–	0.57%	40
2022 Q1	$735K	Buy	+3,325	New	+$678K	0.57%	40

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

Second Half Financial Partners's IWM Position: Q2 2026 in Review

Second Half Financial Partners reduced its iShares Russell 2000 ETF (IWM) stake by 6.1% in Q2 2026, selling an estimated $165K and leaving 9,062 shares worth $2.72M. The position accounts for 1.12% of the portfolio, ranked #13.

Second Half Financial Partners first reported a position in IWM in Q1 2022 and has held it in 10 quarters since. The position peaked at $3.39M in Q3 2025. 2,724 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Second Half Financial Partners held 9,062 shares of iShares Russell 2000 ETF worth $2.72M as of Q2 2026.
Second Half Financial Partners sold 586 iShares Russell 2000 ETF shares in Q2 2026, an estimated $165K.
iShares Russell 2000 ETF made up 1.12% of Second Half Financial Partners's portfolio in Q2 2026, its #13 holding.
Second Half Financial Partners first reported a position in iShares Russell 2000 ETF in Q1 2022 and has held it in 10 quarters since.
Second Half Financial Partners's iShares Russell 2000 ETF position peaked at $3.39M in Q3 2025.
2,724 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Second Half Financial Partners's 13F filing for Q2 2026, filed 17 Jul 2026.