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

Shepherd 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	$8.9M	Buy	29,608 +8,480	+40%	+$2.38M	4.92%	5
2026 Q1	$5.95M	Sell	21,128 -2,782	-12%	-$718K	4.46%	6
2025 Q4	$6.35M	Sell	23,910 -27,938	-54%	-$6.87M	4.42%	5
2025 Q3	$12.7M	Buy	+51,848	New	+$11.9M	8.45%	4
2025 Q2	–	Sell	-2,173	Closed	-$433K	–	51
2025 Q1	$433K	Sell	2,173 -123,509	-98%	-$26.8M	0.45%	24
2024 Q4	$27.8M	Buy	+125,682	New	+$28.7M	27.31%	1

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

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

Shepherd Wealth Management increased its iShares Russell 2000 ETF (IWM) stake by 40% in Q2 2026, buying an estimated $2.38M and bringing the position to 29,608 shares worth $8.9M. The position accounts for 4.92% of the portfolio, ranked #5.

Shepherd Wealth Management first reported a position in IWM in Q4 2024 and has held it in 6 quarters since. The position peaked at $27.8M in Q4 2024. 2,729 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Shepherd Wealth Management held 29,608 shares of iShares Russell 2000 ETF worth $8.9M as of Q2 2026.
Shepherd Wealth Management bought 8,480 iShares Russell 2000 ETF shares in Q2 2026, an estimated $2.38M.
iShares Russell 2000 ETF made up 4.92% of Shepherd Wealth Management's portfolio in Q2 2026, its #5 holding.
Shepherd Wealth Management first reported a position in iShares Russell 2000 ETF in Q4 2024 and has held it in 6 quarters since.
Shepherd Wealth Management's iShares Russell 2000 ETF position peaked at $27.8M in Q4 2024.
2,729 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Shepherd Wealth Management's 13F filing for Q2 2026, filed 27 Aug 2026.