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

Signal Advisors Wealth’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	$773K	Buy	2,572 +91	+4%	+$25.6K	0.04%	329
2026 Q1	$615K	Buy	2,481 +553	+29%	+$143K	0.04%	333
2025 Q4	$475K	Sell	1,928 -183	-9%	-$45K	0.04%	317
2025 Q3	$511K	Buy	2,111 +1,058	+100%	+$243K	0.05%	267
2025 Q2	$227K	Buy	+1,053	New	+$212K	0.02%	429
2025 Q1	–	Sell	-2,494	Closed	-$551K	–	446
2024 Q4	$551K	Buy	2,494 +627	+34%	+$143K	0.06%	250
2024 Q3	$412K	Buy	+1,867	New	+$400K	0.06%	279
2024 Q2	–	Sell	-2,901	Closed	-$610K	–	181
2024 Q1	$610K	Buy	2,901 +309	+12%	+$61.6K	0.15%	137
2023 Q4	$520K	Buy	+2,592	New	+$464K	0.18%	113

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

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

Signal Advisors Wealth increased its iShares Russell 2000 ETF (IWM) stake by 3.7% in Q2 2026, buying an estimated $25.6K and bringing the position to 2,572 shares worth $773K. The position accounts for 0.04% of the portfolio, ranked #329.

Signal Advisors Wealth first reported a position in IWM in Q4 2023 and has held it in 9 quarters since. 2,737 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Signal Advisors Wealth held 2,572 shares of iShares Russell 2000 ETF worth $773K as of Q2 2026.
Signal Advisors Wealth bought 91 iShares Russell 2000 ETF shares in Q2 2026, an estimated $25.6K.
iShares Russell 2000 ETF made up 0.04% of Signal Advisors Wealth's portfolio in Q2 2026, its #329 holding.
Signal Advisors Wealth first reported a position in iShares Russell 2000 ETF in Q4 2023 and has held it in 9 quarters since.
2,737 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Signal Advisors Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.