Shakespeare Wealth Management’s iShares Russell 2000 ETF IWM Stock Holding History

Shakespeare Wealth Management’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	–	Sell	-1,037	Closed	-$257K	–	90
2026 Q1	$257K	Hold	1,037	–	–	0.06%	84
2025 Q4	$255K	Buy	1,037 +1	+0.1%	+$246	0.06%	95
2025 Q3	$251K	Buy	+1,036	New	+$238K	0.06%	91
2025 Q1	–	Sell	-1,038	Closed	-$229K	–	104
2024 Q4	$229K	Hold	1,038	–	–	0.06%	90
2024 Q3	$229K	Sell	1,038 -27	-3%	-$5.78K	0.06%	90
2024 Q2	$216K	Buy	+1,065	New	+$215K	0.06%	84

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

Shakespeare Wealth Management's IWM Position: Q2 2026 in Review

Shakespeare Wealth Management sold out of iShares Russell 2000 ETF (IWM) in Q2 2026, closing a stake of 1,037 shares — an estimated $257K sold.

Shakespeare Wealth Management first reported a position in IWM in Q2 2024 and held it in 6 quarters. The position peaked at $257K in Q1 2026. 2,727 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Shakespeare Wealth Management reported no remaining iShares Russell 2000 ETF position as of Q2 2026 after selling out during the quarter.
Shakespeare Wealth Management sold 1,037 iShares Russell 2000 ETF shares in Q2 2026, an estimated $257K.
Shakespeare Wealth Management first reported a position in iShares Russell 2000 ETF in Q2 2024 and held it in 6 quarters.
Shakespeare Wealth Management's iShares Russell 2000 ETF position peaked at $257K in Q1 2026.
2,727 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Shakespeare Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.