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

SHP 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 		$462K Sell
1,536
-237
-13% -$66.6K 0.03% 188
2026
Q1 		$440K Sell
1,773
-444
-20% -$115K 0.03% 167
2025
Q4 		$546K Buy
+2,217
New +$545K 0.04% 140

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

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

SHP Wealth Management reduced its iShares Russell 2000 ETF (IWM) stake by 13% in Q2 2026, selling an estimated $66.6K and leaving 1,536 shares worth $462K. The position accounts for 0.03% of the portfolio, ranked #188.

SHP Wealth Management first reported a position in IWM in Q4 2025 and has held it in 3 quarters since. The position peaked at $546K in Q4 2025. 2,738 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • SHP Wealth Management held 1,536 shares of iShares Russell 2000 ETF worth $462K as of Q2 2026.
  • SHP Wealth Management sold 237 iShares Russell 2000 ETF shares in Q2 2026, an estimated $66.6K.
  • iShares Russell 2000 ETF made up 0.03% of SHP Wealth Management's portfolio in Q2 2026, its #188 holding.
  • SHP Wealth Management first reported a position in iShares Russell 2000 ETF in Q4 2025 and has held it in 3 quarters since.
  • SHP Wealth Management's iShares Russell 2000 ETF position peaked at $546K in Q4 2025.
  • 2,738 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.