Sightline Wealth Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

Sightline Wealth 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	$1.3M	Buy	4,327 +7	+0.2%	+$1.97K	0.48%	37
2026 Q1	$1.07M	Buy	4,320 +6	+0.1%	+$1.55K	0.45%	39
2025 Q4	$1.06M	Buy	4,314 +117	+3%	+$28.8K	0.45%	39
2025 Q3	$1.02M	Sell	4,197 -528	-11%	-$121K	0.46%	38
2025 Q2	$1.02M	Sell	4,725 -371	-7%	-$74.7K	0.49%	36
2025 Q1	$1.02M	Sell	5,096 -34	-0.7%	-$7.38K	0.54%	36
2024 Q4	$1.13M	Buy	5,130 +13	+0.3%	+$2.96K	0.61%	34
2024 Q3	$1.13M	Buy	5,117 +14	+0.3%	+$3K	0.62%	32
2024 Q2	$1.04M	Buy	5,103 +16	+0.3%	+$3.23K	0.64%	32
2024 Q1	$1.07M	Buy	5,087 +10	+0.2%	+$2K	0.7%	30
2023 Q4	$1.02M	Buy	5,077 +290	+6%	+$52K	0.77%	30
2023 Q3	$846K	Buy	4,787 +11	+0.2%	+$2.06K	0.79%	32
2023 Q2	$852K	Hold	4,776	–	–	0.85%	27
2023 Q1	$852K	Sell	4,776 -2,028	-30%	-$373K	0.87%	26
2022 Q4	$1.19M	Buy	6,804 +282	+4%	+$50.2K	1.28%	18
2022 Q3	$1.1M	Buy	6,522 +93	+1%	+$17K	1.3%	15
2022 Q2	$1.08M	Buy	6,429 +2,014	+46%	+$371K	1.06%	15
2022 Q1	$906K	Buy	4,415 +519	+13%	+$106K	0.75%	20
2021 Q4	$875K	Buy	3,896 +218	+6%	+$49.3K	0.78%	19
2021 Q3	$805K	Sell	3,678 -301	-8%	-$66.7K	0.67%	23
2021 Q2	$913K	Buy	3,979 +108	+3%	+$24.3K	0.75%	21
2021 Q1	$859K	Buy	3,871 +150	+4%	+$32.8K	0.79%	19
2020 Q4	$729K	Buy	+3,721	New	+$651K	0.72%	23

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

Sightline Wealth Advisors's IWM Position: Q2 2026 in Review

Sightline Wealth Advisors increased its iShares Russell 2000 ETF (IWM) stake by 0.16% in Q2 2026, buying an estimated $1.97K and bringing the position to 4,327 shares worth $1.3M. The position accounts for 0.48% of the portfolio, ranked #37.

Sightline Wealth Advisors first reported a position in IWM in Q4 2020 and has held it in 23 quarters since. 2,737 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Sightline Wealth Advisors held 4,327 shares of iShares Russell 2000 ETF worth $1.3M as of Q2 2026.
Sightline Wealth Advisors bought 7 iShares Russell 2000 ETF shares in Q2 2026, an estimated $1.97K.
iShares Russell 2000 ETF made up 0.48% of Sightline Wealth Advisors's portfolio in Q2 2026, its #37 holding.
Sightline Wealth Advisors first reported a position in iShares Russell 2000 ETF in Q4 2020 and has held it in 23 quarters since.
2,737 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Sightline Wealth Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.